Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 694 $242K 0.01% +26 13F-HR Timeline Group Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 691 $241K 0.06% new 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 690 $241K 0.2% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 689 $240K 0.05% +20 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 686 $239K 0.04% +3 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 685 $239K 0.04% 0 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 680 $237K <0.01% new 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 679 $237K 0.04% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 677 $236K 0.01% 0 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 675 $235K 0.04% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 671 $234K 0.01% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 666 $232K 0.09% 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 666 $232K 0.02% +46 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 663 $231K 0.07% +66 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 661 $230K 0.13% 0 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 660 $230K 0.01% -22 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 660 $230K 0.03% 0 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 658 $229K 0.12% -8 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 657 $229K 0.02% 0 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 655 $228K 0.04% 0 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 655 $228K 0.16% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 652 $227K 0.09% -6 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 652 $227K 0.04% -84 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 650 $227K <0.01% +5 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 651 $227K 0.05% -15 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 650 $227K 0.09% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 648 $226K 0.01% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 637 $226K 0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 646 $225K 0.11% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 644 $225K 0.01% -41 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 644 $224K 0.02% 0 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 644 $224K 0.16% +19 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 643 $224K <0.01% new 13F-HR Timeline Group CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 636 $222K 0.06% -297 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 635 $221K 0.05% -19 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 630 $220K <0.01% +10 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 630 $220K 0.17% 0 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 630 $220K 0.21% 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 629 $219K 0.02% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 629 $219K 0.03% -25 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 628 $219K 0.05% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 627 $219K 0.03% new 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 627 $219K 0.12% -103 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 627 $219K 0.04% new 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 626 $218K 0.11% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 626 $218K 0.01% -18 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 625 $218K 0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 620 $216K 0.02% new 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 620 $216K 0.06% -90 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 620 $216K 0.06% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 620 $216K 0.02% +33 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 620 $216K 0.02% +1 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 620 $216K 0.09% 0 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 618 $215K 0.04% -3 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 606 $215K -316 Timeline Old Port Advisors More: the full row for Old Port Advisors 616 $215K 0.06% new 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 615 $215K 0.11% new 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 611 $213K 0.08% new 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 611 $213K 0.13% new 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 610 $213K 0.03% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 608 $212K 0.03% new 13F-HR Timeline Bell Bank More: the full row for Bell Bank 608 $212K 0.02% new 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 608 $212K 0.04% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 607 $212K 0.03% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 576 $211K 0.05% -53 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 601 $209K 0.02% new 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 600 $209K 0.06% new 13F-HR Timeline Group Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 595 $207K 0.07% new 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 592 $206K 0.1% new 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 591 $206K 0.1% new 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 589 $205K 0.06% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 587 $204K 0.02% new 13F-HR/A Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 586 $204K 0.03% -447 13F-HR/A Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 586 $204K 0.03% -366 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 580 $202K 0.04% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 579 $202K <0.01% new 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 578 $201K 0.04% new 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 577 $201K 0.01% new 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 575 $200K 0.04% new 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 575 $200K 0.02% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 566 $197K 0.02% +200 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 562 $196K 0.12% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 560 $195K <0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 557 $194K 0.03% +120 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 540 $188K 0.03% -32 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 537 $187K 0.03% -200 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 531 $185K 0.09% -155 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 528 $184K 0.13% 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 500 $174K 0.05% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 498 $174K 0.01% -3 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 479 $167K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 476 $166K 0.04% +165 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 469 $163K 0.04% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 462 $161K 0.07% -2 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 441 $154K 0.09% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 435 $152K 0.02% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 411 $143K 0.09% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 419 $143K 0.01% +15 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 410 $143K <0.01% +2 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 409 $143K 0.02% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 409 $143K 0.06% 0 13F-HR Timeline Group Columbia Asset Management More: the full row for Columbia Asset Management 400 $139K 0.03% -325 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 400 $139K 0.01% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 400 $139K 0.08% 0 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 400 $139K 0.05% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 397 $138K 0.04% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 381 $133K 0.01% -189 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 381 $133K 0.1% 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 377 $131K 0.01% 0 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 375 $131K 0.06% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 400 $130K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 371 $129K 0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 370 $129K <0.01% +220 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 357 $124K 0.1% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 354 $123K 0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 347 $121K <0.01% +5 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 344 $120K 0.06% -29 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 341 $119K 0.07% -82 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 332 $116K 0.05% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 313 $109K 0.06% -8,564 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 305 $106K 0.03% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 300 $105K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 300 $105K <0.01% 0 13F-HR Timeline Group Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 288 $100K 0.08% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 279 $97.3K 0.08% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 273 $95K 0.02% +229 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 269 $93.8K 0.09% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 260 $90.6K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 255 $88.9K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 254 $88.5K 0.01% -2 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 251 $87.5K 0.02% -15 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 243 $84.7K 0.04% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 242 $84.4K 0.02% 0 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 240 $83.7K <0.01% 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 240 $83.7K 0.05% 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 236 $82.3K 0.07% 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 230 $80K 0.02% +25 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 223 $77.7K 0.02% -2 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 222 $77.2K <0.01% 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 220 $76.7K 0.01% -75 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 200 $75K 0.06% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 212 $73.9K <0.01% +2 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 210 $73.2K 0.05% 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 207 $72.2K <0.01% -36 13F-HR Timeline Group Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 200 $70.9K 0.02% +1 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 200 $69.7K <0.01% new 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 200 $69.7K 0.02% 0 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 200 $69.7K 0.01% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 198 $69K 0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 195 $68K <0.01% -2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 195 $68K 0.04% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 190 $66.2K 0.02% +9 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 190 $66.2K 0.05% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 186 $64.8K 0.01% -14 13F-HR Timeline Mizuho Bank, Ltd. in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Bank, Ltd. 180 $62.7K 0.02% new 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 177 $61.6K 0.01% +35 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 175 $61K 0.04% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 173 $60.3K 0.01% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 172 $59.8K <0.01% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 164 $57.2K 0.03% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 161 $56.1K 0.02% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 160 $55.8K 0.02% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 159 $55.4K 0.03% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 158 $55.1K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 158 $55.1K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 156 $54.4K 0.01% +16 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 153 $53.3K 0.02% +25 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 154 $53K 0.05% -661 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 152 $53K 0.01% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 149 $52K 0.02% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 147 $51K 0.01% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 145 $50.5K 0.03% -125 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 143 $49.9K 0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 139 $49.8K 0.02% 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 140 $49K 0.02% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 137 $47.8K 0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 131 $45.7K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 130 $45.3K 0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 130 $45.3K 0.03% 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 130 $45K <0.01% -129 13F-HR Timeline Group OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 131 $44.1K <0.01% 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 126 $43.9K 0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 125 $43.6K 0.01% +95 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 120 $41.8K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 118 $41.1K 0.02% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 111 $38.7K 0.01% new 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 109 $38K <0.01% -283 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 108 $37.6K 0.03% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 106 $37K 0.01% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 105 $36.6K 0.02% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 103 $35.9K 0.01% -10 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 102 $35.6K 0.02% 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 101 $35.4K 0.02% 0 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 100 $34.9K 0.01% new 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 100 $34.9K 0.03% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 98 $34.2K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 97 $33.9K 0.01% 0 13F-HR/A Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 93 $32.4K 0.05% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 87 $30.4K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 87 $30.3K 0.01% 0 13F-HR Timeline