Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 3,879 $272K 0.29% 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,873 $272K 0.02% -52 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 3,872 $272K 0.07% -198 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 3,869 $272K 0.01% 0 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 3,837 $269K 0.11% -13,285 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 3,821 $268K 0.04% -1,400 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,784 $266K 0.01% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,783 $265K 0.03% -85 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 3,783 $265K 0.1% -1 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,751 $263K 0.01% +2 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 3,750 $263K 0.11% -20 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,746 $263K 0.04% +3 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 3,742 $263K 0.19% 0 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 3,742 $263K 0.13% +191 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 3,685 $259K 0.13% -243 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,676 $258K <0.01% +629 13F-HR Timeline Group Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 3,534 $257K 0.07% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,655 $256K <0.01% -362 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,647 $256K <0.01% -1,056 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 3,631 $255K 0.16% 0 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 3,630 $255K 0.11% +17 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,629 $255K 0.08% 0 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 3,626 $254K 0.04% new 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 3,610 $253K 0.04% 0 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 3,598 $253K 0.08% -4,500 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3,598 $252K 0.01% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,597 $252K 0.01% -2,774 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,588 $252K 0.03% new 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 3,561 $250K 0.04% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,558 $250K 0.04% 0 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 3,552 $250K 0.07% -1,142 13F-HR Timeline Group Second Line Capital, LLC More: the full row for Second Line Capital, LLC 3,360 $248K 0.05% +191 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,527 $248K 0.03% +13 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,515 $247K <0.01% +585 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Next Level Private LLC More: the full row for Next Level Private LLC 3,513 $247K 0.06% new 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 3,501 $246K 0.11% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 3,489 $245K 0.06% +16 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 3,461 $243K 0.12% -489 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 3,453 $242K 0.02% +102 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,419 $240K 0.02% +1,010 13F-HR Timeline Group Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 3,411 $239K 0.09% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,404 $239K 0.02% 0 13F-HR Timeline Group Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 3,400 $239K 0.02% new 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 3,384 $237K 0.07% +50 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,361 $236K 0.12% +139 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 3,358 $236K 0.02% +102 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,332 $234K <0.01% -609 13F-HR/A Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 3,320 $233K 0.03% -119 13F-HR Timeline ACUTE INVESTMENT ADVISORY, LLC More: the full row for ACUTE INVESTMENT ADVISORY, LLC 3,317 $233K 2.61% +334 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,316 $233K 0.06% -61 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 3,316 $233K 0.01% new 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 3,307 $232K 0.1% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,301 $232K 0.02% -1,450 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 3,300 $232K 0.01% 0 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 3,295 $231K 0.02% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 3,293 $231K 0.02% +140 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,291 $231K 0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 3,290 $231K 0.05% +232 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 3,281 $230K 0.15% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,274 $230K 0.04% -342 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 3,264 $229K 0.07% -5 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 3,258 $229K 0.03% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 3,230 $227K 0.03% +15 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,224 $226K 0.01% 0 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 3,220 $226K 0.05% 0 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 3,218 $226K 0.05% -969 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 3,210 $225K 0.18% new 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 3,206 $225K 0.06% +15 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 3,206 $225K 0.08% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,206 $225K 0.02% 0 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 3,202 $225K 0.03% -18 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 3,193 $224K 0.08% +152 13F-HR Timeline Group Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 3,188 $224K 0.06% new 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 3,184 $223K 0.16% -27 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 3,161 $222K 0.03% 0 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 3,151 $221K 0.05% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,147 $221K 0.02% +720 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 3,139 $220K 0.11% +10 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 3,132 $220K 0.07% 0 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 3,129 $220K 0.2% +116 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,109 $218K 0.04% +36 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,106 $218K 0.01% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,095 $217K 0.01% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,094 $217K 0.02% new 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 3,093 $217K 0.08% +3 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 3,086 $217K <0.01% +14 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,062 $215K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,052 $214K 0.01% 0 13F-HR Timeline Kirkwood Financial Services More: the full row for Kirkwood Financial Services 3,009 $211K 0.07% +15 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 3,007 $211K 0.12% -448 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. 3,000 $211K <0.01% 0 13F-HR Timeline Group BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 2,951 $207K 0.06% 0 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 2,940 $206K 0.09% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,924 $205K 0.01% -861 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 2,923 $205K <0.01% new 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 2,872 $202K 0.12% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,863 $201K 0.01% new 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 2,850 $200K 0.1% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,830 $199K 0.02% -820 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,770 $194K 0.01% -280 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,733 $192K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 2,729 $192K 0.08% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,613 $183K <0.01% +1,465 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,600 $182K 0.06% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2,577 $181K 0.03% +11 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 2,575 $181K 0.18% +210 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,522 $177K <0.01% -86 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,449 $172K 0.01% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 2,375 $167K 0.15% +841 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 2,355 $165K 0.16% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,295 $161K 0.08% +276 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 2,290 $161K 0.01% 0 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,283 $160K 0.01% 0 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 2,167 $152K 0.08% new 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 2,141 $150K 0.03% new 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 2,127 $149K 0.12% -171 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 2,105 $148K 0.03% 0 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 2,097 $147K 0.13% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,080 $146K <0.01% -237 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 2,036 $143K 0.03% +1 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,035 $143K 0.02% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,994 $140K 0.01% +10 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,979 $139K 0.01% +871 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,901 $133K <0.01% +895 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,831 $128K 0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,800 $126K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,798 $126K 0.05% +4 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 1,790 $126K 0.03% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 1,776 $125K 0.06% new 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 1,769 $124K 0.02% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,748 $123K 0.07% +50 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,738 $122K 0.03% +1,371 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,698 $119K 0.07% -87 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,693 $119K 0.03% +7 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,677 $118K 0.1% +8 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 1,668 $117K 0.12% +75 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,661 $117K 0.03% +292 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,653 $116K 0.02% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,603 $112K 0.08% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,600 $112K 0.04% -100 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,589 $112K 0.01% new 13F-HR/A Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,583 $111K 0.02% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,520 $107K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,506 $106K <0.01% +59 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,495 $105K 0.01% +7 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,450 $102K 0.05% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,443 $101K 0.02% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,444 $101K 0.01% -2,236 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,391 $97.6K 0.01% -63 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,296 $90.9K 0.01% +6 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 1,282 $87.3K 0.04% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,237 $86.8K 0.05% +6 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,217 $85.4K 0.03% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,190 $83.5K 0.03% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,189 $83.4K 0.01% new 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,150 $80.7K 0.01% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,149 $80.6K 0.01% -59 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,146 $80.4K 0.07% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1,143 $80.2K 0.02% +1,134 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1,143 $80.2K 0.02% +612 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,134 $79.6K <0.01% -915 13F-HR Timeline Group Imprint Wealth LLC More: the full row for Imprint Wealth LLC 1,118 $78.5K 0.36% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,098 $77.1K 0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 1,083 $76K 0.07% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,066 $74.8K 0.02% new 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 978 $70.4K 0.05% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,000 $70.2K <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 988 $69.8K <0.01% +4 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 977 $68.6K 0.03% 0 13F-HR/A Timeline BFSG, LLC More: the full row for BFSG, LLC 974 $68.4K 0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 968 $67.9K 0.05% -10 13F-HR Timeline Trask Adam Roland More: the full row for Trask Adam Roland 950 $66.7K 0.06% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 874 $64.1K 0.01% -3,587 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 904 $63.4K 0.02% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 896 $62.9K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 895 $62.8K 0.05% -1,052 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 886 $62.2K 0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 885 $62.1K 0.04% +3 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 884 $62.1K 0.01% -1 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 876 $61.5K 0.06% +4 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 862 $60.5K 0.02% 0 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 862 $60.5K 0.06% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 850 $59.7K 0.01% 0 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 831 $58.3K 0.04% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 824 $57.8K <0.01% new 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 824 $57.8K 0.04% -124 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 820 $57.5K 0.04% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 809 $56.8K 0.02% new 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 800 $56.2K 0.08% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 793 $55.6K 0.02% +4 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 783 $55K <0.01% new 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 771 $54.1K 0.01% 0 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 760 $53.3K 0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 751 $52.7K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 744 $52.2K 0.04% +3 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 728 $51.1K 0.03% +76 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 693 $48.6K 0.03% new 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 700 $48.3K 0.02% +120 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 686 $48.1K <0.01% -203 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 684 $48K <0.01% -72 13F-HR Timeline