Abound Wealth Management More: the full row for Abound Wealth Management 940 $108K 0.03% +214 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 932 $105K 0.12% new 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 916 $105K 0.03% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 900 $103K 0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 887 $102K 0.03% +18 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 847 $97K 0.07% -276 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 832 $95.3K 0.04% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 824 $94K 0.03% -31 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 818 $93.7K 0.05% +3 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 807 $92.4K 0.05% +110 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 800 $91.6K 0.06% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 800 $91.4K <0.01% 0 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 791 $91K <0.01% -671 13F-HR Timeline Group Bank & Trust Co More: the full row for Bank & Trust Co 792 $90.7K 0.07% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 783 $89.7K 0.04% 0 13F-HR Timeline Group Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 804 $89.5K 0.05% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 773 $88.5K 0.01% -1,215 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 759 $86.9K 0.04% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 755 $86.4K 0.02% -71 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 756 $84.9K 0.01% +4 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 740 $84.7K 0.06% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 739 $84.6K 0.02% +128 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 735 $84.2K 0.02% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 735 $84.2K 0.02% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 733 $83.9K <0.01% +349 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 726 $83K 0.04% new 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 700 $80.2K 0.01% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 685 $78K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 670 $76.7K 0.04% -15 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 668 $76.4K 0.02% -47 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 664 $76K 0.03% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 662 $75.8K 0.06% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 651 $74.5K <0.01% -24 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 600 $74.4K 0.06% 0 13F-HR/A Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 629 $72K 0.04% +75 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 626 $71.7K 0.01% -309 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 620 $70.9K 0.06% -74 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 618 $70.8K 0.04% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 609 $69.7K 0.02% +2 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 604 $69.2K 0.02% -2,582 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 601 $68.9K 0.01% +2 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 586 $67.1K 0.04% +404 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 584 $66.9K 0.02% -1,600 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 580 $66.5K 0.01% -141 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 577 $66.1K 0.03% -2 13F-HR Timeline Security National Bank More: the full row for Security National Bank 575 $65.8K 0.01% -1 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 573 $65.3K 0.04% -3 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 563 $64.5K <0.01% new 13F-HR Timeline Group Kennebec Savings Bank More: the full row for Kennebec Savings Bank 562 $64.3K 0.06% -9 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 555 $63.5K 0.04% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 552 $63K 0.02% -9,989 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 542 $62.1K 0.03% -83 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 545 $62K 0.03% -1 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 536 $61.4K 0.02% +61 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 536 $61.4K 0.03% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 534 $61.2K 0.02% 0 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 529 $60.6K 0.07% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 526 $60.3K 0.02% 0 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 524 $60.1K <0.01% +94 13F-HR Timeline Group Financially Speaking Inc More: the full row for Financially Speaking Inc 509 $58.3K 0.04% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 509 $58.2K 0.06% +2 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 507 $58.1K 0.01% -150 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 495 $56.7K 0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 478 $54.7K 0.04% +12 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 478 $54.7K 0.02% -103 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 478 $54.7K 0.03% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 478 $54.7K 0.04% +1 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 472 $54.1K 0.01% +27 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 469 $53.7K 0.06% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 467 $53.5K 0.02% +154 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 459 $52.6K 0.04% -14 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 455 $52K 0.03% -5 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 439 $50K 0.01% -30 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 433 $49.6K 0.01% -14 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 413 $47.3K 0.02% -15 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 411 $47.1K 0.01% -404 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 410 $46.9K 0.03% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 402 $46K 0.03% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 403 $46K 0.03% +190 13F-HR Timeline Boit C F David More: the full row for Boit C F David 400 $45.8K 0.02% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 401 $45.8K 0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 395 $45.2K 0.01% -241 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 394 $45.1K 0.03% 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 387 $44.3K 0.03% -3 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 379 $43.4K 0.02% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 377 $43.1K 0.03% +2 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 370 $42.4K 0.01% +76 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 335 $38.4K 0.01% 0 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 330 $37.9K 0.12% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 330 $37.7K 0.01% -75 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 329 $37.7K 0.03% +11 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 328 $37.6K 0.02% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 326 $37.3K 0.01% -151 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 325 $37.2K <0.01% 0 13F-HR Timeline Group William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 320 $36.6K 0.02% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 317 $36K <0.01% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 308 $35.3K 0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 307 $35.2K 0.02% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 304 $34.7K <0.01% +285 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 301 $34.5K 0.03% 0 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 300 $34.4K 0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 300 $34.4K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 291 $33.3K 0.01% +95 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 290 $33.2K 0.01% 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 280 $32.1K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 279 $31.9K 0.01% -130 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 274 $31.4K 0.02% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 275 $31K 0.01% +1 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 267 $30.6K 0.02% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 265 $30.3K 0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 262 $30K 0.01% -102 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 262 $30K 0.02% -150 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 255 $29.2K 0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 253 $29K <0.01% -133 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 252 $28.9K 0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 251 $28.7K 0.01% +4 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 251 $28.7K 0.02% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 250 $28.6K 0.02% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 246 $28.2K 0.01% -4 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 219 $25.1K 0.01% +80 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 212 $25.1K <0.01% +4 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 218 $25K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 212 $24.3K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 209 $23.8K 0.01% +88 13F-HR Timeline Black Cypress Capital Management, LLC More: the full row for Black Cypress Capital Management, LLC 203 $23.2K 0.02% -4 13F-HR Timeline Collier Financial More: the full row for Collier Financial 197 $22.6K 0.02% 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 197 $22.6K 0.04% -28 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 191 $21.9K 0.01% -59 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 191 $21.9K 0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 185 $21.2K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 183 $21K 0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 175 $20K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 173 $19.9K 0.04% -4,881 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 173 $19.8K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 170 $19.5K 0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 169 $19.3K 0.01% -3 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 167 $19.1K <0.01% new 13F-HR Timeline TOBAM More: the full row for TOBAM 165 $19K 0.01% -3,024 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 164 $18.8K 0.01% 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 163 $18.7K 0.04% 0 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 160 $18.3K 0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 159 $18.2K <0.01% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 158 $18.1K 0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 158 $18.1K 0.01% -7 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 157 $18K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 157 $18K 0.01% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 155 $17.7K 0.01% new 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 153 $17.5K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 150 $17.2K <0.01% +46 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 153 $17K <0.01% +6 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 148 $17K 0.01% +4 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 142 $16.3K 0.07% -860 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 142 $16.2K 0.01% -110 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 140 $16K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 135 $15.5K 0.01% -20 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 134 $15.3K 0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 133 $15.2K 0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 132 $15.1K <0.01% +11 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 128 $14.7K <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 128 $14.7K 0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 127 $14.5K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 125 $14.3K 0.01% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 124 $14.2K 0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 123 $14.1K <0.01% -159 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 123 $14K 0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 116 $13.3K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 114 $12.9K <0.01% -53 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 112 $12.8K <0.01% +1 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 111 $12.8K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 110 $12.6K 0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 106 $12.1K <0.01% +43 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 102 $11.7K 0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 100 $11K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 95 $10.9K 0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 94 $10.8K <0.01% +51 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 94 $10.8K 0.01% -103 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 94 $10.6K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 92 $10.5K <0.01% +10 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 107 $10.3K 0.01% -59 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 89 $10.2K <0.01% +5 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 87 $9.96K 0.05% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 89 $9.47K 0.01% 13F-HR/A Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 82 $9.36K 0.01% -2 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 79 $9.05K 0.01% +3 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 81 $9K <0.01% -128 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 74 $8.5K 0.01% -53 13F-HR/A Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 73 $8.38K 0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 70 $8.02K <0.01% -10 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 73 $8K 0.01% +1 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 72 $8K <0.01% +1 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 67 $7.67K <0.01% +8 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 63 $7.21K <0.01% +42 13F-HR Timeline Summer Road LLC More: the full row for Summer Road LLC 60 $6.87K <0.01% -64 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 60 $6.87K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 59 $6.76K <0.01% -1 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 57 $6.53K <0.01% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 56 $6.44K 0.01% new 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 54 $6.22K <0.01% new 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 54 $6.18K <0.01% new 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 53 $6.06K <0.01% -356 13F-HR Timeline