Broadhurst Jeffrey B More: the full row for Broadhurst Jeffrey B 13,030 $588K 0.6% -950 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 12,858 $580K 0.31% -330 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 12,814 $578K 0.01% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 12,671 $572K 0.07% -2,734 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 12,618 $569K <0.01% +2,255 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 12,574 $567K 0.33% +1 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 12,435 $561K 0.01% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 12,325 $556K 0.08% +8 13F-HR Timeline Lynch Investment Planning, LLC More: the full row for Lynch Investment Planning, LLC 12,272 $554K 0.5% -1,863 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 12,193 $550K <0.01% -3,005 13F-HR/A Timeline Group Annandale Capital, LLC More: the full row for Annandale Capital, LLC 11,932 $538K 0.09% 0 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 11,616 $524K 0.12% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,382 $514K 0.05% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 11,296 $510K 0.01% +3,042 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 11,209 $506K 0.19% 0 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 11,189 $505K 0.45% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 10,995 $496K 0.11% -449 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 10,811 $488K 0.22% +432 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 10,775 $486K 0.19% +6 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 10,771 $486K 0.12% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 10,760 $485K 0.03% -308 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 10,748 $485K 0.13% new 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 10,678 $482K 0.17% +19 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 10,632 $480K 0.13% 0 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 10,606 $479K 0.1% +170 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,554 $476K 0.01% +6 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 10,434 $471K 0.41% 0 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 10,396 $469K 0.2% -23 13F-HR Timeline KILNER CAPITAL ADVISORS, LLC More: the full row for KILNER CAPITAL ADVISORS, LLC 10,387 $469K 0.45% -115 13F-HR Timeline Spectrum Advisors, Inc. More: the full row for Spectrum Advisors, Inc. 10,374 $468K 0.37% 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 10,126 $457K <0.01% new 13F-HR Timeline Group Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 10,038 $453K 0.45% 0 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 10,028 $452K 0.22% +24 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 9,968 $450K <0.01% 0 13F-HR Timeline Group Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 9,901 $447K 0.17% +8 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 9,860 $445K 0.06% 0 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 9,792 $442K 0.1% +2 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 9,708 $438K 0.05% -54 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 9,655 $436K 0.03% +598 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 9,348 $422K <0.01% -1,265 13F-HR Timeline Group Claris Financial LLC More: the full row for Claris Financial LLC 9,252 $417K 0.23% +1,004 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 9,107 $411K 0.08% +50 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 9,050 $408K 0.03% +2,000 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 8,937 $403K 0.17% -1,650 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 8,848 $399K 0.09% 0 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 8,753 $395K 0.35% -7 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 8,678 $392K 0.01% +5 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 8,651 $390K 0.1% +1 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 8,408 $379K 0.17% +18 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 8,196 $370K 0.04% new 13F-HR Timeline New Dimensions Wealth Management, LLC More: the full row for New Dimensions Wealth Management, LLC 8,009 $361K 0.31% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,916 $357K 0.02% +1,295 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 7,800 $352K <0.01% +30 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 7,718 $348K 0.04% +1,876 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 7,581 $342K 0.18% -392 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 7,600 $342K 0.15% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,702 $342K 0.02% -1,356 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 7,560 $341K 0.19% +5 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 7,549 $341K 0.32% +70 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 7,494 $338K 0.04% -1,245 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,490 $338K <0.01% +974 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 7,419 $335K <0.01% +1,067 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 7,417 $335K 0.13% -3,107 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,361 $332K <0.01% -350 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 7,339 $331K 0.1% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 7,183 $324K 0.02% 0 13F-HR Timeline Group L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 6,979 $315K 0.1% 0 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 6,926 $313K 0.01% +17 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,659 $312K 0.01% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 6,781 $306K 0.01% -6 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 6,711 $303K 0.03% +2 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 6,650 $300K 0.14% 0 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 6,644 $300K 0.13% 0 13F-HR/A Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,591 $297K 0.02% -23 13F-HR Timeline Group Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 6,560 $296K 0.18% -151 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 6,545 $295K 0.09% 0 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 6,532 $295K 0.2% -2,971 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 6,400 $289K 0.03% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,092 $285K <0.01% +1,017 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,296 $284K <0.01% -1,118 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 6,225 $281K 0.15% 0 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 6,206 $280K 0.09% 0 13F-HR Timeline PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 6,139 $277K 0.25% +45 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 6,092 $275K <0.01% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 6,090 $275K 0.02% +1,345 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 6,048 $273K 0.08% 0 13F-HR Timeline Friday Financial More: the full row for Friday Financial 5,994 $270K 0.09% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 5,960 $269K 0.02% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 5,954 $269K 0.01% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 5,935 $268K 0.03% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,873 $265K 0.01% 0 13F-HR Timeline Group DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 5,861 $264K 0.11% -146 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 5,800 $262K 0.04% -1,200 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,728 $258K 0.01% +153 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 5,651 $255K 0.03% new 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 5,554 $251K 0.14% 0 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 5,553 $251K 0.1% 0 13F-HR Timeline STRATEGIC ADVISORY PARTNERS, LLC More: the full row for STRATEGIC ADVISORY PARTNERS, LLC 5,427 $245K 0.19% -2,376 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 5,386 $243K 0.11% +4 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,244 $237K 0.03% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 5,182 $234K 0.09% +12 13F-HR/A Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,180 $234K <0.01% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 5,158 $233K 0.18% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 5,149 $232K <0.01% +2,941 13F-HR Timeline Group Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 5,039 $227K 0.1% -3,290 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 5,023 $227K 0.06% +402 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 4,960 $224K 0.06% -208 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,956 $224K <0.01% 0 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 4,932 $223K 0.11% new 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 4,910 $222K 0.06% +483 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 4,815 $217K 0.15% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 4,776 $215K 0.16% +12 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,700 $212K 0.08% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,686 $211K <0.01% new 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 4,660 $210K 0.2% -127 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 4,302 $210K 0.15% 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 4,653 $209K +43 Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4,600 $208K 0.06% 0 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 4,582 $207K 0.06% -751 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 4,567 $206K 0.17% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,219 $190K <0.01% 0 13F-HR/A Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,145 $188K <0.01% 0 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 3,891 $176K 0.1% +1 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,796 $171K 0.49% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,015 $137K 0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 2,625 $136K 0.08% new 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 2,867 $129K 0.08% +2 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,710 $122K 0.01% -180 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2,658 $120K 0.02% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 2,386 $108K 0.05% new 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 2,352 $106K 0.04% 0 13F-HR/A Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,231 $101K <0.01% new 13F-HR Timeline Group Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2,000 $90.2K 0.03% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,875 $84.6K <0.01% +1 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 1,824 $82.3K 0.04% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,787 $80.6K <0.01% new 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,780 $80.3K <0.01% -1,571 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1,699 $76K 0.03% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,632 $73.6K 0.01% +410 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 1,593 $71.9K 0.1% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,591 $71.8K 0.01% -6,434 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,500 $67.7K 0.06% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,402 $63.3K <0.01% -259 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,376 $62.1K 0.01% 0 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,250 $56.4K <0.01% new 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,129 $50.9K 0.02% -52 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,117 $50.4K 0.01% new 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 1,099 $49.6K <0.01% 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,069 $48.2K 0.01% 0 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 1,050 $47.4K 0.02% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 954 $43.1K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 920 $41.5K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 803 $36.3K 0.01% +2 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 684 $30.9K <0.01% new 13F-HR/A Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 487 $22K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 431 $19.4K <0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 415 $18.7K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 363 $16.4K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 346 $15.6K <0.01% +126 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 332 $15K <0.01% new 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 308 $13.9K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 204 $9.2K <0.01% -185 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 174 $7.84K <0.01% +68 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 170 $7.69K <0.01% +9 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 115 $5.17K <0.01% +1 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 101 $4.59K <0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 67 $3.02K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 58 $2.62K <0.01% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 51 $2.3K <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1 $30 <0.01% 0 13F-HR Timeline