STEWARDSHIP CONCEPTS FINANCIAL SERVICES… More: the full row for STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 3,019 $271K 0.18% new 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 3,014 $271K 0.06% new 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 3,000 $270K 0.05% new 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 2,985 $268K 0.03% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,979 $268K 0.02% new 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 2,978 $268K 0.06% new 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 2,970 $267K 0.11% new 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 2,956 $266K 0.01% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,950 $265K 0.04% new 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 2,941 $264K 0.11% new 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 2,930 $263K 0.23% new 13F-HR Timeline Boyer Financial Services, Inc. More: the full row for Boyer Financial Services, Inc. 2,902 $263K 0.22% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,925 $263K 0.06% new 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 2,899 $260K 0.09% new 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 2,895 $260K 0.04% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 2,870 $260K <0.01% 0 13F-HR Timeline Group Collier Financial More: the full row for Collier Financial 2,881 $259K 0.18% -50 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,869 $258K 0.06% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,832 $254K 0.01% new 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 2,828 $254K 0.09% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,794 $251K 0.02% new 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,779 $250K 0.02% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2,753 $247K 0.06% -100 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 2,749 $247K 0.03% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,734 $246K <0.01% new 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 2,733 $246K 0.09% new 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 2,707 $243K 0.09% 0 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 2,702 $243K 0.11% -754 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,695 $242K <0.01% -1,954 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 2,610 $241K <0.01% new 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 2,669 $240K 0.13% new 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 2,600 $239K 0.09% new 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 2,653 $238K 0.18% -249 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,645 $238K 0.07% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 2,614 $235K 0.05% -846 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 2,567 $231K 0.15% -22,595 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,556 $230K <0.01% new 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 2,500 $230K 0.07% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,555 $230K 0.06% -455 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,542 $228K 0.05% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,513 $226K <0.01% new 13F-HR Timeline GR FINANCIAL GROUP, LLC More: the full row for GR FINANCIAL GROUP, LLC 2,504 $225K 0.03% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,500 $225K 0.01% new 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 2,500 $225K 0.13% new 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 2,490 $224K 0.16% new 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 2,485 $223K 0.11% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,482 $223K <0.01% -838 13F-HR Timeline Corecam Pte. Ltd. More: the full row for Corecam Pte. Ltd. 2,450 $220K 0.08% -950 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 2,445 $220K 0.18% +1,909 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,444 $220K 0.01% new 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 2,443 $220K 0.09% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,421 $218K 0.03% -1,800 13F-HR Timeline Daiichi Life International Holdings LLC in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life International Holdings LLC 2,408 $216K 6.86% new 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,400 $216K 0.01% 0 13F-HR Timeline Group Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,400 $216K 0.02% new 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 2,541 $215K 0.03% new 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,388 $215K 0.09% new 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 2,371 $211K <0.01% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 2,346 $211K 0.02% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,334 $210K <0.01% +361 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,329 $209K 0.02% -1,663 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,326 $209K 0.09% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,318 $208K <0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 2,322 $208K 0.03% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,307 $207K 0.01% new 13F-HR Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,300 $207K 0.06% new 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 2,295 $206K 0.1% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,054 $205K 0.06% +203 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 2,283 $205K 0.07% new 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,279 $205K <0.01% +752 13F-HR Timeline Group Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 2,253 $202K 0.09% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,250 $202K <0.01% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,243 $202K 0.03% -999 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,148 $193K 0.08% +120 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 2,110 $190K 0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,082 $187K 0.02% -66 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,081 $187K <0.01% -1,092 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 2,047 $184K 0.09% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,020 $181K 0.02% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,991 $179K 0.03% +1 13F-HR/A Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,949 $175K 0.1% +1 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,884 $169K 0.06% +1 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 1,852 $166K 0.14% 0 13F-HR Timeline Burnham & Co LLC More: the full row for Burnham & Co LLC 1,758 $158K 0.13% 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 1,714 $155K 0.02% new 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,728 $155K 0.09% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 1,714 $154K 0.15% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,710 $154K 0.02% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,710 $154K 0.1% 0 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 1,500 $151K 0.08% 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 1,669 $150K 0.11% -188 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,579 $142K <0.01% +299 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 1,551 $139K 0.01% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,527 $137K 0.02% +450 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 1,854 $135K 0.05% +649 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1,353 $122K 0.14% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,347 $121K 0.06% +29 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,331 $120K <0.01% -33,220 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,275 $115K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,239 $111K 0.02% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,213 $109K 0.03% 0 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 1,165 $105K 0.05% -129,896 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 1,150 $103K 0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,133 $102K <0.01% new 13F-HR Timeline Group GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,104 $99.2K 0.07% +65 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,100 $98.8K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,015 $91.2K 0.06% -476 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,002 $90K <0.01% new 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 981 $88.1K <0.01% -224 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 950 $84.1K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 925 $83.1K 0.04% 0 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 885 $79.5K 0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 885 $79.5K <0.01% -173 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 876 $78.7K <0.01% 0 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 858 $77.1K 0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 856 $76.9K 0.03% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 849 $76.3K 0.04% -409 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 840 $75.5K 0.02% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 830 $74.6K <0.01% 0 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 797 $71.6K <0.01% new 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 793 $71.3K 0.01% -57 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 750 $67.4K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 743 $66.8K <0.01% -260 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 735 $66K <0.01% +716 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 728 $65.4K 0.01% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 721 $64.8K 0.02% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 664 $59.7K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 652 $58.6K <0.01% -13 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 642 $57.7K <0.01% -179 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 621 $55.8K <0.01% +34 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 600 $55.7K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 579 $52K 0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 574 $51.5K 0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 560 $50.3K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 555 $49.9K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 550 $49.4K 0.03% +500 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 542 $48.7K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 531 $47.7K 0.02% +311 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 500 $44.9K 0.01% new 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 495 $44.5K 0.04% +1 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 475 $42.7K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 465 $41.8K 0.03% -42 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. 451 $40.5K <0.01% -418,471 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 445 $40K 0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 432 $38.8K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 431 $38.7K <0.01% -45,675 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 406 $36.5K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 400 $35.9K 0.01% -185 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 391 $35.1K 0.01% +1 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 390 $35K <0.01% 0 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 385 $34.6K 0.02% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 535 $33.5K 0.02% -215 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 370 $33.2K <0.01% -733 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 360 $32.3K <0.01% -3,050 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 350 $31.4K 0.01% +80 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 344 $30.9K <0.01% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 340 $30.5K 0.01% 0 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 335 $30.1K <0.01% -56 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 319 $28.7K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 311 $27.9K 0 Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 295 $26.5K <0.01% +250 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 293 $26.3K <0.01% -302 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 277 $24.9K 0.03% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 271 $24.3K <0.01% -6 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 248 $22.3K <0.01% -20 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 235 $21.1K <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 222 $19.9K <0.01% 13F-HR Timeline Group Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 219 $19.7K 0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 213 $19.2K 0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 206 $19K 0.01% 0 13F-HR/A Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 200 $18K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 200 $18K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 192 $17.3K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 189 $17K <0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 184 $16.5K 0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 179 $16.1K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 176 $15.8K 0.06% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 168 $15.1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 163 $14.7K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 150 $13.5K <0.01% -150 13F-HR/A Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 145 $13K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 138 $12.4K <0.01% +2 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 137 $12.3K <0.01% +125 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 137 $12.3K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 128 $11.5K -62 Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 126 $11.3K 0.01% -4 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 125 $11.2K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 125 $11.2K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 114 $10.2K <0.01% +24 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 114 $10.2K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 109 $9.79K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 105 $9.41K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 100 $8.98K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 100 $8.98K 0.01% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 100 $8.98K <0.01% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 96 $8.67K <0.01% +7 13F-HR Timeline Trust Co More: the full row for Trust Co 92 $8.27K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 92 $8.27K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 90 $8.2K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 88 $7.93K <0.01% 0 13F-HR Timeline