Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 381 $62K <0.01% -1 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 374 $60.8K <0.01% -296 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 415 $59.2K 0.02% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 364 $59.1K <0.01% -12 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 363 $59K <0.01% +34 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 360 $58.5K <0.01% +285 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 355 $57.7K 0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 350 $56.8K 0.02% -75 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 334 $54.2K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Front Row Advisors LLC More: the full row for Front Row Advisors LLC 318 $51.6K 0.02% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 322 $51K <0.01% +313 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 308 $50.1K <0.01% +41 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 304 $49.4K <0.01% -21 13F-HR Timeline Trust Co More: the full row for Trust Co 300 $48.7K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 300 $48.7K 0.02% -50 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 300 $48.7K 0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 298 $48.4K 0.01% -84 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 291 $47.4K 0.02% -159 13F-HR/A Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 290 $47.1K 0.02% -41 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 283 $46K 0.04% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 276 $44.8K 0.01% +10 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 275 $44.7K 0.01% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 268 $43.5K 0.04% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 264 $42.9K 0.01% +21 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 256 $41.6K 0.02% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 255 $41.4K 0.02% +5 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 252 $40.9K 0.04% 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 250 $40.6K 0.02% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 250 $40.6K 0.03% 0 13F-HR/A Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 245 $39.8K 0.01% 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 245 $39.6K 0.01% -42 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 242 $39.3K 0.01% +22 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 240 $39K 0.02% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 233 $37.8K <0.01% +49 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 223 $36.2K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 222 $36.1K <0.01% 0 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 225 $36K 0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 221 $35.9K 0.03% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 220 $35.7K <0.01% new 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 220 $35.7K 0.02% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 214 $34.8K 0.01% -13 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 206 $33.5K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 206 $33.5K <0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 206 $33.5K 0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 200 $32.5K 0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 200 $32.5K 0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 200 $32.5K 0.01% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 200 $32.5K 0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 200 $32.5K 0.02% 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 200 $32.5K 0.01% 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 196 $31.8K <0.01% -74 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 191 $31K 0.02% 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 196 $31K 0.01% 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 185 $30K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 175 $28.4K 0.01% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 171 $27.9K 0.02% +1 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 165 $26.8K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 165 $26.8K <0.01% -144 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 162 $26.3K 0.02% 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 160 $26K <0.01% +6 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 156 $25.3K 0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 155 $25.2K 0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 154 $25K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 153 $24.7K 0.01% +95 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 150 $24.4K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 150 $24.4K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 150 $24K <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 138 $22.5K 0.01% +100 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 133 $21.6K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 132 $21.5K <0.01% +1 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 130 $21.1K 0.01% 0 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 130 $21.1K 0.02% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 128 $20.8K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 124 $20.1K <0.01% +1 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 127 $20K 0.02% 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 127 $20K 0.01% +23 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 123 $20K <0.01% +61 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 122 $19.8K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 120 $19.5K 0.02% 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 120 $19.5K 0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 114 $18.6K <0.01% +9 13F-HR/A Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 110 $17.9K <0.01% -4 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 110 $17.9K 0.01% 13F-HR/A Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 107 $17.4K <0.01% -49 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 105 $17.1K 0.01% +18 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 101 $16.4K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 100 $16.3K 0.01% 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 100 $16.2K 0.01% 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 100 $16.2K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 100 $16.2K <0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 100 $16.2K 0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 100 $16.2K 0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 100 $16.2K 0.01% 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 100 $16K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 98 $16K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 95 $15.4K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 93 $15.1K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 93 $15.1K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 93 $15.1K <0.01% -19 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 90 $14.6K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 89 $14.4K 0.01% +1 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 88 $14.3K 0.01% +1 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 87 $14.1K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 89 $14K 0.01% +3 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 87 $14K <0.01% +12 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 84 $13.6K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 84 $13.6K <0.01% +1 13F-HR/A Timeline Abound Wealth Management More: the full row for Abound Wealth Management 77 $12.5K <0.01% +4 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 75 $12.2K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 70 $11.4K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 70 $11.4K 0.01% 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 69 $11.2K 0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 69 $11.2K 0.01% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 68 $11K <0.01% 0 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 68 $10.8K 0.01% new 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 63 $10.2K <0.01% 0 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 61 $10K <0.01% new 13F-HR Timeline Group POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 61 $9.91K 0.01% +51 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 56 $9.1K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 56 $9.1K 0.01% 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 55 $8.99K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 55 $8.93K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 52 $8.45K <0.01% -3 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 50 $8.12K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 50 $8.12K <0.01% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 50 $8.12K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 50 $8.12K 0.01% 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 50 $8.12K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 50 $8.12K 0.01% 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 48 $7.76K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 46 $7.47K <0.01% 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 45 $7.36K <0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 42 $6.82K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 41 $6.66K <0.01% +8 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 40 $6.5K <0.01% 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 40 $6.5K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 40 $6.5K <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 38 $6.17K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 37 $6.01K <0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 37 $6.01K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 34 $5.51K <0.01% +6 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 33 $5.4K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 33 $5.36K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 32 $5.2K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 31 $5.04K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 30 $5K <0.01% 0 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 30 $4.92K <0.01% 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 30 $4.87K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 30 $4.87K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 29 $4.71K <0.01% -30 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 27 $4.39K <0.01% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 26 $4.22K <0.01% 0 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 26 $4.22K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 26 $4.22K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 25 $4.06K <0.01% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 25 $4.06K <0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 25 $4.06K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 23 $3.74K <0.01% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 22 $3.58K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 22 $3.57K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 21 $3.43K <0.01% +2 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 21 $3.41K <0.01% +1 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 21 $3.41K <0.01% 0 13F-HR Timeline Group Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 21 $3.41K 0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 20 $3.26K <0.01% +10 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 19 $3K <0.01% +3 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 17 $2.76K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 16 $2.64K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 16 $2.6K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 16 $2.6K <0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 15 $2.44K <0.01% +9 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 13 $2.14K <0.01% 0 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 12 $1.95K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 12 $1.95K <0.01% 13F-HR/A Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 12 $1.95K <0.01% 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 12 $1.95K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 11 $1.79K <0.01% +5 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 11 $1.79K <0.01% +1 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 10 $1.62K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 10 $1.62K <0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 10 $1.62K <0.01% 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 9 $1.46K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 8 $1.3K <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 8 $1.3K <0.01% new 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 750 $1.22K 0.04% -75 13F-HR/A Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 7 $1.14K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 7 $1.14K <0.01% 0 13F-HR Timeline Group WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 7 $1.14K <0.01% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3 $1K <0.01% 0 13F-HR Timeline Group Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 5 $812 <0.01% 0 13F-HR/A Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 4 $650 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 4 $650 <0.01% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 4 $650 <0.01% 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3 $488 <0.01% -287 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 3 $488 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2 $402 0.04% -2,359 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 3 $356 <0.01% 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1 $162 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1 $162 <0.01% 0 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 6 $10 <0.01% 0 13F-HR/A Timeline