LRI Investments, LLC More: the full row for LRI Investments, LLC 1,026 $217K 0.02% +562 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,018 $216K 0.01% 0 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 1,006 $213K 0.11% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,007 $213K <0.01% +91 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,003 $213K <0.01% -383 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,000 $212K <0.01% -786 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,000 $212K <0.01% new 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 1,000 $212K 0.07% new 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 1,000 $212K 0.02% new 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 1,000 $212K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 981 $208K 0.01% +254 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 976 $207K 0.02% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 967 $205K 0.01% -254 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 963 $204K 0.01% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 957 $203K 0.01% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 955 $202K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 950 $201K 0.01% 0 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 950 $201K 0.06% new 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 949 $201K 0.02% new 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 945 $200K 0.12% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 944 $200K 0.03% +7 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 935 $198K <0.01% -2 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 896 $190K 0.01% +30 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 889 $188K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 820 $174K 0.02% -106 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 815 $173K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 772 $164K 0.02% -155 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 703 $152K 0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 703 $149K <0.01% +655 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 699 $148K 0.01% +22 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 696 $147K <0.01% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 686 $145K 0.05% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 660 $140K 0.04% -304 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 644 $137K 0.08% -68 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 637 $135K <0.01% -173 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 625 $132K <0.01% +547 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 611 $130K 0.01% new 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 600 $127K 0.11% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 600 $127K 0.1% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 590 $125K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 570 $121K 0.02% -8 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 569 $121K <0.01% +56 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 554 $117K <0.01% +4 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 547 $116K 0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 539 $114K 0.06% new 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 520 $110K <0.01% new 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 518 $110K 0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 507 $107K <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 491 $104K 0.06% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 489 $104K <0.01% +269 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 486 $103K 0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 463 $98.1K <0.01% +2 13F-HR Timeline Group Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 451 $96K <0.01% -12 13F-HR Timeline Group OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 450 $95.4K 0.02% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 442 $93.7K 0.02% +369 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 429 $90.9K 0.03% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 422 $89.4K 0.01% +300 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 400 $84.8K 0.01% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 399 $84.6K <0.01% -80 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 398 $84.4K 0.02% +1 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 389 $82.4K 0.04% +17 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 379 $80.3K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 374 $79.3K <0.01% +1 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 364 $77.2K 0.05% +363 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 355 $75.2K <0.01% +199 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 353 $74.8K 0.02% -2 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 345 $73.1K 0.01% +100 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 341 $72.3K 0.08% +1 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 20,234 $69.3K <0.01% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 324 $68.7K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 321 $68K 0.04% +35 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 312 $66.1K 0.02% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 311 $65.9K 0.02% -27 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 310 $65.7K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 310 $65.7K 0.01% -5 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 304 $64.4K 0.04% -3 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 297 $63K 0.01% +21 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 294 $62.3K <0.01% 0 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 380 $61K <0.01% -7,267 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 279 $59.1K 0.03% -141 13F-HR/A Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 256 $54.3K <0.01% -5 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 250 $53K 0.01% +100 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 248 $52.6K <0.01% -60 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 239 $50.8K <0.01% +148 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 239 $50.7K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 233 $49.4K <0.01% +199 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 232 $49.2K 0.01% -6 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 232 $49.1K 0.01% +1 13F-HR/A Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 230 $48.7K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 224 $47.5K <0.01% +1 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 218 $46.3K 0.01% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 213 $46K 0.03% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 217 $46K 0.01% +150 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 204 $43.2K <0.01% +5 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 200 $42.4K 0.03% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 198 $42K 0.02% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 195 $41.3K <0.01% new 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 191 $40.5K 0.01% new 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 189 $40.1K 0.05% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 189 $40.1K 0.02% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 189 $40.1K 0.03% -18 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 187 $39.6K <0.01% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 183 $38.8K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 178 $37.8K <0.01% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 170 $36K 0.03% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 169 $35.8K 0.03% new 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 167 $35.4K 0.01% +17 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 166 $35.3K 0.02% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 150 $31.8K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 148 $31.4K 0.02% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 142 $30.1K <0.01% +68 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 137 $29K <0.01% -244 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 134 $28.4K <0.01% +40 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 133 $28.2K <0.01% +4 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 134 $28K <0.01% +29 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 131 $27.8K <0.01% 0 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 131 $27.8K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 128 $27.1K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 128 $27.1K 0.02% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 127 $26.9K <0.01% +3 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 122 $25.9K 0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 116 $25K 0.01% -1 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 117 $24.8K <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 116 $24.7K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 116 $24.6K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 115 $24.4K 0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 115 $24.4K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 113 $23.9K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 110 $23.3K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 110 $23.3K <0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 110 $23.3K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 103 $21.8K <0.01% -10 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 101 $21.3K 0.02% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 100 $21.2K <0.01% -100 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $21.2K 0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 100 $21.2K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 103 $21K <0.01% +8 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 99 $21K 0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 91 $19.2K <0.01% +1 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 89 $18.9K <0.01% -6 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 90 $18.8K <0.01% +5 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 88 $18.7K -2,679 Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 88 $18.6K <0.01% 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 87 $18.4K 0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 86 $18K <0.01% new 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 86 $18K <0.01% -10,911 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 81 $17.2K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 81 $17.2K <0.01% -4 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 84 $17K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 75 $16K <0.01% -22 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 75 $15.9K <0.01% -5 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 74 $15.7K <0.01% +1 13F-HR/A Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 74 $15.7K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 70 $14.8K 0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 70 $14.8K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 69 $14.6K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 68 $14.4K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 68 $14.4K <0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 65 $13.8K <0.01% +22 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 64 $13.6K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 63 $13.4K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 62 $13.1K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 60 $13K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 61 $12.9K <0.01% +47 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 58 $12.3K <0.01% +12 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 55 $11.7K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 54 $11.4K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 53 $11.1K 0.01% +1 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 50 $10.6K <0.01% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 50 $10.6K 0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 50 $10.6K <0.01% -50 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 50 $10.6K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 50 $10.6K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 49 $10.2K 0.01% -5 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 48 $10.2K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 47 $9.96K <0.01% -9 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 47 $9.96K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 43 $9.16K <0.01% +1 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 41 $8.69K <0.01% 0 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 40 $8.48K <0.01% -20 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 40 $8.48K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 40 $8.48K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 39 $8.27K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 38 $8.05K <0.01% +7 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 38 $8.05K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 34 $7.21K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 33 $6.99K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 32 $6.82K 0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 30 $6.36K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 29 $6.15K <0.01% +18 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 29 $6.15K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 29 $6.15K 0.06% -6 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 31 $6.08K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 28 $5.93K <0.01% +22 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 27 $5.72K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 27 $5.72K <0.01% +13 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 26 $5.51K <0.01% -298 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 26 $5.51K <0.01% +11 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 26 $5.51K <0.01% 0 13F-HR Timeline NBH Bank More: the full row for NBH Bank 26 $5.51K <0.01% 13F-HR Timeline