Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 177 $90.1K 0.03% +13 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 174 $88.6K 0.01% +63 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 173 $88K 0.05% -66 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 171 $87.1K <0.01% +21 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 167 $85.1K <0.01% -30 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 165 $84K 0.01% -50 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 170 $83.4K 0.05% -3 13F-HR Timeline Uniplan Investment Counsel, Inc. More: the full row for Uniplan Investment Counsel, Inc. 161 $82.5K 0.01% +141 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 160 $81.5K 0.02% -66 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 153 $77.9K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 152 $77.4K 0.08% -2,346 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 150 $76.4K 0.07% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 150 $76.4K 0.05% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 150 $76.4K 0.05% +40 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 149 $75.9K 0.06% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 144 $73.3K <0.01% +44 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 138 $70.3K 0.01% +2 13F-HR Timeline TOBAM More: the full row for TOBAM 137 $70K 0.03% +134 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 136 $69.3K 0.03% -99 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 135 $69K 0.02% 13F-HR/A Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 132 $67.3K 0.02% +8 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 130 $66.2K 0.03% -76 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 130 $66.2K 0.04% -20 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 130 $66K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 129 $65.7K 0.05% +7 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 129 $65.7K <0.01% -966 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 128 $65.2K 0.02% -22 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 128 $65K 0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 124 $63.4K 0.04% -63 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 124 $63.2K 0.04% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 118 $60.1K 0.03% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 116 $59.1K 0.06% +39 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 115 $58.6K <0.01% -50 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 112 $57K 0.03% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 112 $57K 0.02% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 107 $54.5K 0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 107 $54.5K 0.03% -4 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 106 $54K 0.04% -5 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 105 $53.5K 0.07% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 105 $53.5K 0.01% +30 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 105 $53.5K 0.03% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 103 $53K 0.03% -385 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 103 $52.5K 0.04% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 102 $51.9K 0.02% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 100 $50.9K 0.03% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 100 $50.9K 0.03% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 100 $50.9K 0.02% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 107 $50.7K 0.01% 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 99 $50.4K 0.01% -10 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 99 $50.4K 0.02% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 97 $49.4K 0.01% +23 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 96 $48.9K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 95 $48.4K 0.01% -50 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 91 $46.3K <0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 100 $45.5K 0.02% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 100 $45.2K 0.01% -20 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 80 $40.7K <0.01% +79 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 79 $40.2K 0.02% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 78 $40K <0.01% -1 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 77 $39.2K 0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 77 $39.2K 0.01% -5 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 75 $38.2K 0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 75 $38.2K 0.03% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 74 $37.7K 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 71 $36.2K <0.01% new 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 71 $36.2K <0.01% +34 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 70 $35.9K 0.01% +13 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 69 $35.1K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 70 $35K 0.01% -95 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 67 $34.1K 0.01% +4 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 66 $33.9K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 66 $33.6K 0.01% +14 13F-HR/A Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 66 $33.6K 0.02% -2 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 65 $33.1K 0.02% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 64 $32.6K 0.01% 13F-HR Timeline Group Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 62 $31.6K 0.02% -200 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 61 $31.1K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 62 $31K <0.01% +16 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 60 $30.7K <0.01% +32 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 60 $30.6K 0.02% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 59 $30K 0.02% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 59 $30K 0.02% +20 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 59 $30K 0.02% +1 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 55 $28K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 55 $28K 0.02% -4 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 63 $27.8K 0.01% +1 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 54 $27K 0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 53 $27K 0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 53 $27K 0.02% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 52 $26.5K 0.01% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 52 $26.5K <0.01% new 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 51 $26K 0.01% -51 13F-HR/A Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 51 $26K 0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 51 $26K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 50 $25.5K <0.01% 0 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 50 $25.5K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 50 $25.5K 0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 50 $25.5K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 48 $24.4K 0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 47 $23.9K 0.01% -4 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 46 $23.4K 0.02% +7 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 42 $21.4K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 41 $20.9K 0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 40 $20.4K 0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 40 $20.4K 0.01% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 40 $20.4K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 40 $20.4K 0.01% 0 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 40 $20.4K 0.02% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 40 $20.4K 0.01% +1 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 40 $20K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 38 $19.4K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 37 $18.8K <0.01% -26 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 37 $18.8K 0.01% -115 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 35 $17.8K 0.01% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 35 $17.8K 0.01% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 34 $17.3K 0.01% +11 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 33 $16.8K 0.01% 0 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 32 $16.3K 0.01% -62 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 32 $16.3K <0.01% +15 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 31 $15.8K 0.01% +21 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 30 $15.3K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 30 $15.3K 0.02% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 30 $15.2K <0.01% -168 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 30 $14.8K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 28 $14.3K <0.01% +1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 28 $14.3K <0.01% +10 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 28 $14.3K 0.01% -5 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 27 $13.8K 0.01% 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 27 $13.8K 0.01% +9 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 18 $13.7K <0.01% 0 13F-HR/A Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 26 $13.2K 0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 26 $13.2K 0.01% 0 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 25 $12.7K 0.01% -48 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 25 $12.7K 0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 24 $12.2K 0.01% -201 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 23 $11.7K <0.01% +9 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 23 $11.7K 0.03% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 22 $11.2K <0.01% -2 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 20 $10.2K <0.01% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 20 $10.2K 0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 20 $10.2K <0.01% +18 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 20 $10K <0.01% new 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 20 $10K <0.01% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 19 $9.68K <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 19 $9.35K <0.01% -19 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 18 $9.17K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 18 $9K <0.01% +13 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 18 $9K <0.01% 0 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 16 $8.15K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 16 $8.15K 0.01% -7 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 16 $8.15K 0.01% +3 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 16 $8.15K <0.01% -24 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 19 $8.06K <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. 15 $7.64K <0.01% -15 13F-HR Timeline Group Eukles Asset Management More: the full row for Eukles Asset Management 15 $7.64K <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 15 $7.64K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 15 $7.64K <0.01% -10 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 14 $7.13K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 12 $6.11K <0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 12 $6.11K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 12 $6.11K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 12 $6.11K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 13 $6K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 11 $5.6K <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 11 $5.6K <0.01% new 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 10 $5.09K <0.01% 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $5.09K <0.01% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 10 $5.09K <0.01% new 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 10 $5.09K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 9 $4.58K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 9 $4.58K <0.01% +5 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 9 $4.58K <0.01% -6 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 7 $3.56K <0.01% 0 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 7 $3.56K 0.01% new 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 6 $3.06K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $3.06K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 6 $3.06K <0.01% +5 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 5 $2.55K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 5 $2.55K 0.12% +2 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 5 $2.55K <0.01% new 13F-HR Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 5 $2.55K <0.01% +4 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 5 $2.46K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4 $2.04K <0.01% +2 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4 $2.04K <0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 4 $2.04K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3 $1.53K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3 $1.53K <0.01% -2 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 3 $1.53K <0.01% new 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 3 $1.53K <0.01% 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2 $1.04K <0.01% -1 13F-HR/A Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2 $1.02K <0.01% -850 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2 $1.02K <0.01% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 2 $1.02K <0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1 $1K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1 $627 <0.01% new 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 1 $510 <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1 $509 <0.01% 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $509 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 0 $147 <0.01% -40 13F-HR Timeline Amount filed as zero, left out of ratios. Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 0 $35 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.