OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 917 $245K 0.03% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 916 $244K 0.05% -41 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 913 $244K 0.12% +1 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 884 $243K 0.2% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 911 $243K 0.08% -195 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 910 $243K 0.02% -138 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 907 $242K 0.03% -205 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 899 $240K 0.04% -164 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 896 $239K 0.18% +5 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 895 $239K 0.07% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 892 $238K 0.02% +17 13F-HR Timeline Group McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 889 $237K 0.03% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 888 $237K 0.06% +2 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 886 $236K 0.13% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 885 $236K 0.02% -106 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 883 $236K <0.01% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 882 $235K 0.08% -40 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 881 $235K 0.18% -472 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 879 $234K 0.02% +13 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 829 $234K 0.02% -589 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 877 $234K 0.04% -5 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 876 $234K 0.14% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 873 $233K 0.03% new 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 870 $232K 0.04% +39 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 869 $232K 0.05% -3 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 866 $231K 0.01% new 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 863 $230K 0.04% +81 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 856 $228K 0.07% +83 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 852 $227K 0.04% +70 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 851 $227K 0.04% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 851 $227K 0.08% +47 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 849 $227K 0.09% -242 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 849 $226K 0.01% +37 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 848 $226K 0.01% new 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 844 $225K 0.06% 0 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 844 $225K 0.07% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 841 $224K 0.02% -60 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 841 $224K 0.16% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 838 $224K 0.03% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 838 $224K 0.01% 0 13F-HR/A Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 837 $223K 0.2% -5,248 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 837 $223K 0.02% -2 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 832 $222K <0.01% -199 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 831 $222K 0.06% -172 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 830 $221K 0.06% new 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 830 $221K 0.15% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 826 $220K 0.02% +87 13F-HR Timeline Group MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 822 $219K 0.05% 0 13F-HR Timeline S&CO INC More: the full row for S&CO INC 824 $219K 0.01% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 803 $219K 0.03% -467 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 820 $219K 0.02% -18 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 818 $218K 0.01% -2,034 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 815 $217K 0.02% +168 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 810 $216K 0.01% +11 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 808 $216K 0.02% -12 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 807 $215K 0.02% 0 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 807 $215K 0.15% -792 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 806 $215K 0.02% new 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 805 $215K 0.05% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 805 $215K 0.01% -114 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 804 $214K 0.18% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 801 $214K 0.04% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 796 $213K 0.01% -66 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 797 $213K 0.01% -23 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 795 $212K 0.16% 0 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 794 $212K 0.02% +48 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 794 $212K 0.03% +47 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 791 $211K 0.14% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 787 $210K 0.03% new 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 786 $210K 0.09% new 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 784 $209K 0.15% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 783 $209K 0.01% -82 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 783 $209K 0.02% -356 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 779 $208K 0.18% -1,641 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 776 $207K 0.01% -3 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 775 $207K 0.01% -66 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 777 $206K 0.03% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 773 $206K 0.02% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 772 $206K 0.15% -255 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 771 $206K 0.01% new 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 765 $204K 0.12% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 764 $204K 0.02% 0 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 762 $203K 0.05% +5 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 762 $203K 0.01% -28 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 762 $203K 0.22% 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 761 $203K 0.06% 0 13F-HR/A Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 761 $203K 0.06% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 760 $203K 0.05% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 759 $202K 0.01% -939 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 756 $202K 0.03% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 751 $200K 0.01% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 751 $200K 0.01% -363 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 750 $200K 0.07% -274 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 740 $197K 0.14% -458 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 735 $196K 0.13% -66 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 731 $195K 0.1% +692 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 705 $188K 0.05% -133 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 670 $179K 0.04% +35 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 669 $178K 0.01% +200 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 660 $176K 0.12% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 654 $174K 0.01% -36 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 648 $173K 0.01% -82 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 646 $172K <0.01% +44 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 645 $172K 0.06% +5 13F-HR Timeline Group Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 640 $171K 0.16% -80 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 633 $169K 0.04% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 631 $168K 0.1% +3 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 629 $168K 0.08% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 627 $167K 0.07% -124 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 614 $164K 0.12% +21 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 604 $161K 0.03% -9 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 605 $161K 0.02% +63 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 599 $160K 0.11% +374 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 596 $159K <0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 569 $152K 0.05% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 562 $150K <0.01% new 13F-HR/A Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 558 $149K 0.01% +23 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 558 $149K 0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 551 $147K 0.02% -58 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 550 $147K 0.01% -102 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 530 $141K 0.03% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 523 $139K 0.13% +243 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 504 $135K 0.03% +89 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 500 $133K 0.01% +90 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 488 $130K 0.01% +21 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 477 $127K 0.02% -12 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 470 $125K 0.01% +27 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 468 $125K <0.01% -127 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 455 $121K 0.04% -275 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 455 $121K 0.01% -11 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 450 $120K 0.02% -135 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 431 $115K 0.03% new 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 430 $115K 0.09% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 424 $113K 0.06% +15 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 423 $113K 0.01% -55 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 417 $111K 0.01% +225 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 328 $108K 0.04% +249 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 401 $107K 0.06% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 400 $107K 0.09% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 390 $104K 0.01% -14 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 389 $104K 0.04% +3 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 380 $101K 0.03% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 378 $101K 0.06% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 363 $96.8K 0.05% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 351 $93.9K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 346 $92.3K 0.03% -11 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 339 $90.4K 0.02% +33 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 332 $88.6K 0.03% 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 321 $85.6K 0.02% +1 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 321 $85.6K <0.01% -692 13F-HR Timeline Quarry LP More: the full row for Quarry LP 316 $84.3K 0.02% +231 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 316 $84.3K 0.09% +80 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 254 $83.6K 0.05% -221 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 311 $82.8K 0.02% +55 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 304 $81.1K 0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 300 $80K 0.06% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 296 $79K 0.03% -25 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 296 $79K 0.01% -923 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 290 $77.4K 0.02% new 13F-HR/A Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 288 $76.8K 0.04% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 285 $76K <0.01% +243 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 283 $75.5K 0.02% +125 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 281 $75K 0.01% -132 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 281 $74.9K <0.01% -111 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 271 $72.3K 0.05% 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 266 $71K 0.01% -207 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 265 $70.6K 0.04% +22 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 264 $70.4K 0.01% -2 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 259 $69K <0.01% +4 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 257 $68.6K 0.01% +54 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 253 $67.5K 0.01% +3 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 253 $67.5K 0.04% -84 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 250 $67K <0.01% new 13F-HR Timeline Group Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 241 $64.3K 0.06% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 239 $63.7K <0.01% +103 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 231 $61.6K 0.01% +24 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 228 $60.8K 0.02% -106 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 222 $59.3K 0.03% -4 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 217 $57.9K <0.01% +5 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 206 $55K 0.04% +100 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 204 $54.4K <0.01% 0 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 203 $54.1K 0.04% +40 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 201 $53.6K 0.03% +61 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 200 $53.4K <0.01% -229 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 197 $52.5K 0.02% -1,071 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 196 $52.3K <0.01% -30 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 194 $51.8K 0.01% +1 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 192 $51.3K 0.04% +180 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 189 $50.4K 0.01% -150 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 187 $50K 0.01% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 187 $49.9K 0.03% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 183 $48.9K 0.01% +45 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 181 $48.3K 0.01% +49 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 179 $47.7K 0.01% +128 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 179 $47.7K 0.03% +28 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 177 $47.2K 0.01% +67 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 176 $46.9K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 173 $46.1K 0.04% +164 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 172 $45.9K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 165 $44K <0.01% -5 13F-HR Timeline