Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,011 $99.8K 0.02% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,008 $99.5K 0.08% +66 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1,007 $99.4K 0.03% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 984 $97.2K 0.01% -24 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 983 $97K 0.06% 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 970 $95.7K 0.07% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 963 $95K 0.05% +2 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 804 $89.5K 0.05% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 889 $87.7K 0.04% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 852 $84.1K 0.02% +38 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 842 $83.1K 0.04% -2,110 13F-HR Timeline Group CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 838 $82.7K 0.05% -147 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 832 $82.1K 0.05% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 819 $80.8K 0.03% +55 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 815 $80.4K 0.05% +4 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 839 $79.7K 0.02% -23 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 800 $79K <0.01% 0 13F-HR/A Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 800 $79K 0.02% -100 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 800 $79K 0.06% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 792 $78.2K 0.06% -197 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 788 $77.8K 0.05% +1 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 784 $77K 0.03% +165 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 768 $75.8K 0.01% +78 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 666 $75.8K 0.01% -9,081 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 767 $75.7K 0.08% -1,058 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 761 $75K 0.03% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 759 $75K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 757 $74.8K 0.07% -583 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 757 $74.7K 0.02% -696 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 756 $74.6K 0.03% -999 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 662 $74K 0.07% 0 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 747 $73.7K 0.01% +300 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 735 $72.5K 0.03% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 736 $71.9K 0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 715 $70.5K 0.03% -473 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 713 $70.4K 0.37% new 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 685 $68K 0.01% 0 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 687 $67.8K 0.04% new 13F-HR/A Timeline Group Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 684 $67.5K 0.06% -4 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 662 $65.3K 0.02% +5 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 651 $64.3K 0.02% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 650 $64.2K 0.06% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 640 $63.2K 0.07% -3 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 631 $62.2K 0.03% +116 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 618 $61K 0.04% -22 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 615 $60.7K 0.03% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 608 $60K 0.01% -12 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 607 $59.9K 0.02% +50 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 600 $59.2K 0.06% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 599 $59.1K 0.05% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 599 $58.7K 0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 595 $58.7K 0.01% -206 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 548 $58.5K 0.01% -337 13F-HR Timeline Group Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 591 $58.3K 0.04% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 576 $56.9K 0.01% +1 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 575 $56.8K 0.04% -30 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 573 $56.6K 0.08% +2 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 566 $55.9K 0.02% +252 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 558 $55K 0.04% +42 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 547 $54K 0.03% +82 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 543 $53.6K 0.03% -8 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 542 $53.5K 0.01% +225 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 542 $53.5K 0.04% 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 540 $53.3K <0.01% +369 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 538 $53.1K 0.03% +28 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 536 $52.9K 0.03% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 534 $52.7K 0.02% 0 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 473 $52.7K 0.04% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 533 $52.6K 0.06% +18 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 531 $52.4K 0.04% +87 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 529 $52.2K 0.07% new 13F-HR/A Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 528 $52.1K 0.02% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 511 $50.4K 0.02% -652 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 507 $50K 0.05% +3 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 500 $49.4K 0.01% 0 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 500 $49.4K 0.03% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 500 $49.4K 0.02% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 489 $48K 0.01% +205 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 477 $47.1K 0.03% +1 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 475 $46.9K 0.04% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 466 $46K 0.04% +2 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 462 $45.6K 0.01% -124 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 462 $45.6K 0.01% +1 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 448 $44.2K 0.03% 0 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 447 $44.2K 0.01% +101 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 443 $43.7K 0.01% -4 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 442 $43.7K 0.03% +6 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 411 $40.6K 0.02% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 410 $40.5K 0.03% -8 13F-HR/A Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 409 $40.4K 0.04% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 402 $39.7K 0.03% 0 13F-HR Timeline Boit C F David More: the full row for Boit C F David 400 $39.5K 0.02% -5,000 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 398 $39.3K 0.02% -124 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 389 $38.4K 0.02% +37 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 382 $37.7K 0.03% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 372 $36.7K <0.01% +17 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 365 $36K 0.01% +36 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 358 $35.3K 0.03% -247 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 343 $33.9K 0.01% -122 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 335 $33.1K 0.02% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 329 $32.5K 0.02% -3,539 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 325 $32.1K 0.02% -13 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 325 $32.1K <0.01% 0 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 323 $31.9K 0.03% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 320 $31.6K 0.02% -1 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 317 $31K <0.01% +57 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 308 $30.4K 0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 306 $30.2K <0.01% -478 13F-HR/A Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 300 $29.6K 0.01% -21 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 296 $29.2K 0.01% +1 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 294 $29.1K 0.01% -105 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 290 $28.6K 0.03% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 280 $27.6K 0.02% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 277 $27.3K 0.01% +237 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 275 $27.1K <0.01% -55 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 274 $27K 0.01% -2 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 273 $27K 0.01% +200 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 267 $26.4K 0.03% 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 257 $25.4K 0.02% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 252 $24.9K 0.02% -50 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 252 $24.9K 0.01% +1 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 250 $24.7K 0.03% -100 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 250 $24.7K 0.01% 0 13F-HR Timeline Group Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 250 $24.7K 0.02% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 243 $23.9K 0.02% +1 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 236 $23.3K <0.01% -81 13F-HR Timeline Trust Co More: the full row for Trust Co 227 $22.4K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 225 $22.2K 0.04% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 225 $22.2K 0.02% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 218 $21.5K 0.02% +1 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 213 $21K 0.02% 0 13F-HR Timeline Black Cypress Capital Management, LLC More: the full row for Black Cypress Capital Management, LLC 207 $20.4K 0.02% -363 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 166 $20.4K 0.01% +59 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 209 $20K 0.01% 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 199 $19.6K 0.02% +97 13F-HR Timeline Collier Financial More: the full row for Collier Financial 197 $19.5K 0.02% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 194 $19.1K 0.01% +100 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 215 $19.1K 0.01% -70 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 190 $18.8K 0.01% +5 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 185 $18.3K 0.02% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 179 $17.7K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 178 $17.5K 0.01% +1 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 172 $16.9K 0.01% -3 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 170 $16.8K 0.01% -150 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 168 $16.5K 0.01% +1 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 167 $16.5K 0.02% -40 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 164 $16.2K 0.01% 0 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 160 $15.8K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 157 $15.5K 0.01% 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 153 $15.1K 0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 152 $15K 0.01% -365 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 151 $14.9K 0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 147 $14.5K <0.01% new 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 146 $14.4K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 143 $14.1K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 147 $14K <0.01% -9,578 13F-HR Timeline Group Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 140 $13.8K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 139 $13.7K 0.01% +127 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 139 $13.7K <0.01% new 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 137 $13.5K 0.02% 0 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 131 $13K 0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 128 $12.7K 0.01% -6 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 128 $12.6K 0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 121 $11.9K <0.01% +26 13F-HR Timeline Summer Road LLC More: the full row for Summer Road LLC 124 $11.8K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 116 $11.4K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 114 $11.3K <0.01% +7 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 111 $11K <0.01% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 111 $11K <0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 105 $10.4K <0.01% -200 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 102 $10K 0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 96 $9.49K <0.01% +96 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 92 $9.08K 0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 100 $9K <0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 91 $8.98K <0.01% -9 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 90 $8.95K 0.01% 0 13F-HR Timeline Grayhawk Investment Strategies Inc. More: the full row for Grayhawk Investment Strategies Inc. 87 $8.59K 0.02% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 83 $8K <0.01% -496 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 80 $7.94K <0.01% +7 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 76 $7.46K <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 4 $6.98K 0.05% -37 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 70 $6.91K 0.01% +15 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 68 $6.71K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 64 $6.32K <0.01% 0 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 62 $6K 0.01% -13 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 59 $5.82K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 56 $5.49K 0.01% +18 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 50 $4.93K 0.02% -898 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 50 $4.93K <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 50 $4.93K <0.01% -200 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 49 $4.84K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 51 $4.66K <0.01% +7 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 45 $4.44K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 44 $4.38K 0.25% -2 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 44 $4.34K <0.01% +28 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 46 $4.2K <0.01% +1 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 41 $4.05K <0.01% -99 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 40 $3.95K <0.01% +27 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 40 $3.95K <0.01% new 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 34 $3.86K <0.01% new 13F-HR Timeline