Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 800 $226K 0.03% -20 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 796 $225K <0.01% -8 13F-HR Timeline Group READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 793 $224K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 787 $223K 0.01% +1 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 786 $222K 0.01% -4 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 785 $222K 0.01% -41 13F-HR Timeline Group UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 697 $221K 0.13% -726 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 781 $221K 0.03% new 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 780 $221K 0.04% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 778 $220K 0.01% 0 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 773 $219K 0.01% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 772 $218K 0.01% new 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 772 $218K 0.02% 0 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 772 $218K 0.09% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 768 $217K 0.08% +124 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 763 $216K 0.05% 0 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 763 $216K 0.06% -374 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 759 $215K 0.1% +22 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 758 $214K 0.03% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 756 $214K 0.03% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 751 $213K 0.01% 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 750 $212K 0.09% -27 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 750 $212K 0.09% -3 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 748 $212K 0.03% 0 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 748 $212K 0.14% new 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 741 $210K 0.01% +10 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 741 $210K 0.13% -2 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 737 $209K 0.06% +8 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 737 $209K 0.01% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 736 $208K <0.01% +1 13F-HR Timeline Group Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 735 $208K 0.02% -7 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 734 $208K 0.01% 0 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 734 $208K 0.06% -11,109 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 733 $208K 0.04% -744 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 729 $206K 0.01% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 727 $206K 0.06% -7 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 712 $205K <0.01% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 718 $203K 0.02% +6 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 718 $203K 0.05% -28 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 716 $203K 0.11% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 715 $202K <0.01% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 714 $202K 0.01% -90 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 712 $201K <0.01% -110 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 712 $201K 0.13% 0 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 712 $201K 0.09% -21 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 712 $201K 0.07% -409 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 710 $201K 0.1% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 707 $200K <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 694 $196K 0.06% +51 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 673 $190K <0.01% -91 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 640 $181K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 640 $181K 0.01% -80 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 636 $180K 0.01% +10 13F-HR Timeline City State Bank More: the full row for City State Bank 636 $180K 0.04% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 630 $178K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 628 $178K 0.02% -192 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 627 $177K 0.03% -7 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 624 $177K 0.01% -19 13F-HR Timeline Group Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 614 $174K 0.12% +303 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 601 $170K 0.01% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 593 $168K -27 Timeline MidFirst Bank More: the full row for MidFirst Bank 592 $168K 0.01% -15 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 576 $163K <0.01% -1,140 13F-HR Timeline Group Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 554 $157K 0.01% -867 13F-HR Timeline ANTIPODES PARTNERS Ltd More: the full row for ANTIPODES PARTNERS Ltd 531 $150K <0.01% +198 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 530 $150K 0.09% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 529 $150K 0.01% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 511 $145K 0.07% -920 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 506 $143K 0.11% +9 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 500 $141K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 500 $141K 0.04% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 500 $141K 0.06% +28 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 494 $140K <0.01% -1,747 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 489 $138K <0.01% +473 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 448 $127K 0.07% +31 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 413 $126K <0.01% 0 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 440 $125K <0.01% +117 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 407 $124K 0.08% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 431 $122K 0.02% new 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 427 $121K 0.02% +27 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 420 $119K 0.02% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 420 $119K 0.02% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 409 $116K <0.01% -260 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 408 $115K 0.04% -20 13F-HR Timeline Group Curat Global, LLC More: the full row for Curat Global, LLC 400 $113K 0.09% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 396 $112K 0.02% +215 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 374 $106K 0.03% -7 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 365 $103K 0.03% +3 13F-HR Timeline VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 362 $102K 0.02% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 359 $102K 0.01% -5 13F-HR/A Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 358 $101K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 351 $99.3K 0.02% +319 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 350 $99K 0.01% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 341 $96.5K 0.03% -74 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 336 $95.1K 0.01% +27 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 334 $94.4K 0.01% -5 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 321 $90.8K 0.01% +24 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 317 $89.7K 0.03% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 4,074 $89.6K 0.02% -3,546 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 315 $89.2K 0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 315 $89.1K 0.07% +62 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 309 $87K 0.02% +59 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 300 $86.5K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 300 $84.9K 0.02% +140 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 296 $83.8K 0.03% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 278 $78.7K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 269 $76.1K <0.01% -3 13F-HR Timeline Group LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 263 $74.4K 0.01% -123 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 257 $72.7K <0.01% +144 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 256 $72.4K 0.03% +39 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 250 $70.7K 0.01% 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 250 $70.7K 0.05% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 241 $68K 0.05% +1 13F-HR/A Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 240 $67.9K 0.04% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 239 $67.6K <0.01% -366 13F-HR Timeline Trust Co More: the full row for Trust Co 237 $67.1K 0.01% +125 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. 233 $65.9K <0.01% -1,304 13F-HR Timeline Group Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 224 $63.4K 0.03% -3 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 217 $61.4K 0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 205 $58K <0.01% +90 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 205 $58K 0.02% +80 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 206 $58K <0.01% +175 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 202 $57.2K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 200 $56.7K <0.01% +22 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 193 $54.7K 0.01% +2 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 192 $54.3K <0.01% +11 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 184 $52K 0.01% -5 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 183 $51.8K 0.01% -4 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 180 $50.9K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 180 $50.9K 0.02% +172 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 177 $50.1K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 171 $48.3K 0.01% -12 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 166 $47K 0.02% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 145 $46.2K 0.01% +142 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 163 $46.1K <0.01% -41 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 160 $45.3K 0.01% -400 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 154 $43.6K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 153 $43.3K 0.02% +149 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 152 $43K <0.01% +40 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 153 $43K <0.01% -8 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 150 $42.4K 0.01% -45 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 140 $39.6K <0.01% 0 13F-HR Timeline Group Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 124 $38.5K 0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 133 $37.6K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 129 $36.5K <0.01% +2 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 121 $34.2K 0.02% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 117 $33.1K 0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 108 $32.6K <0.01% -40 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 114 $32.3K 0.01% -11 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 110 $31.1K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 110 $31.1K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 108 $31K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 109 $30.8K 0.01% +3 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 105 $29.7K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 103 $29.1K 0.02% -221 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 102 $28.8K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 100 $28.3K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 100 $28.3K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $28.3K 0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 100 $28.3K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 100 $28.3K 0.02% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 100 $28.3K 0.02% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 99 $28K <0.01% -6 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 97 $27.4K 0.01% +81 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 96 $27.2K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 95 $27K 0.02% +1 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 95 $26.9K <0.01% -4 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 95 $26.9K <0.01% +8 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 89 $25.2K <0.01% -17 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 88 $24.9K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 86 $24.3K -4,347 Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 86 $24.3K 0.01% +64 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 85 $24.1K 0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 85 $24.1K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 89 $23.8K <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 83 $23.6K 0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 82 $23.2K 0.01% -5,182 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 82 $23.2K <0.01% +1 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 80 $23.1K <0.01% -75 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 79 $22.4K <0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 78 $22.1K 0.01% -90 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 77 $22K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 75 $21.2K 0.02% +31 13F-HR/A Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 74 $20.9K <0.01% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 73 $20.7K <0.01% +24 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 73 $20.7K <0.01% -29 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 71 $20.1K <0.01% +5 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 71 $20.1K <0.01% +56 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 70 $19.8K <0.01% -344 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 70 $19.8K 0.01% -23 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 66 $18.7K <0.01% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 65 $18.4K 0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 62 $17.7K 0.01% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 62 $17.5K 0.01% -1,687 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 60 $17K <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 60 $17K 0.01% +30 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 56 $15.9K <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 56 $15.8K 0.01% -4 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 52 $14.7K <0.01% -15 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 52 $14.7K <0.01% new 13F-HR Timeline