Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,140 $200K 0.04% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,140 $200K 0.09% -149 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,140 $200K 0.12% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 174 $200K 0.05% -966 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 1,078 $200K 0.05% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,133 $199K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,128 $198K 0.02% -26 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,124 $197K 0.01% -29 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,118 $196K 0.06% +8 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,080 $190K 0.03% +690 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,077 $189K 0.03% -486 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,057 $186K 0.02% -41 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,014 $178K 0.02% +3 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,007 $177K 0.01% -640 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,000 $176K 0.09% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,000 $176K 0.04% 0 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 815 $143K 0.09% -100 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 788 $138K 0.11% +2 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 760 $133K 0.03% +211 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 749 $132K 0.01% +365 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 708 $125K 0.07% -6 13F-HR Timeline OSSIAM More: the full row for OSSIAM 694 $122K <0.01% -60,306 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 668 $117K <0.01% -320 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 659 $116K -70 Timeline State of Wyoming More: the full row for State of Wyoming 641 $113K 0.01% -1,628 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 633 $111K 0.04% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 625 $110K 0.05% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 605 $106K 0.01% -69 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 599 $106K <0.01% +187 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 600 $105K 0.03% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 574 $101K 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 567 $99.6K <0.01% +18 13F-HR Timeline Group TrinityBridge Ltd More: the full row for TrinityBridge Ltd 548 $96K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 543 $95.4K 0.08% -8 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 541 $95K 0.01% -56 13F-HR Timeline TOBAM More: the full row for TOBAM 524 $92K 0.04% -261 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 520 $91.4K 0.01% -275 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 515 $90.5K 0.07% +476 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 507 $89K 0.04% +413 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 500 $87.8K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 494 $86.8K <0.01% +96 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 488 $85.7K 0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 450 $79.1K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 440 $77K <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 430 $75.5K 0.04% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 415 $72.9K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 400 $70.3K 0.02% -54 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 400 $70.3K 0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 400 $70.3K 0.05% 0 13F-HR/A Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 390 $68.5K 0.03% -25 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 351 $61.7K 0.04% -80 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 404 $61K 0.04% -121 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 340 $59.7K 0.02% +1 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 335 $58.9K 0.03% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 330 $58K <0.01% +133 13F-HR Timeline Group Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 328 $57.7K 0.02% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 321 $56.4K 0.04% +8 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 319 $56K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 320 $56K 0.04% -79 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 300 $52.7K 0.03% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 298 $52.4K 0.01% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 291 $51.1K 0.03% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 287 $50.4K 0.01% +20 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 272 $47.8K 0.04% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 265 $46.6K 0.04% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 264 $46.4K 0.01% -121 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 263 $46.2K <0.01% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 263 $46.2K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 250 $44K 0.02% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 250 $43.9K <0.01% new 13F-HR/A Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 250 $43.9K 0.01% +100 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 244 $42.9K <0.01% -22 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 244 $42.9K <0.01% new 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 244 $42.9K <0.01% -1 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 218 $40.9K 0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 231 $40.6K 0.02% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 223 $39.2K 0.02% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 211 $37K 0.01% +26 13F-HR Timeline Trust Co More: the full row for Trust Co 210 $36.9K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $35.1K 0.01% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 200 $35.1K 0.02% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 195 $34.3K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 188 $33.1K 0.01% +171 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 187 $32.9K 0.02% -8,397 13F-HR Timeline MOTCO More: the full row for MOTCO 186 $32.7K <0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 184 $32.3K 0.01% +1 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 183 $32.1K <0.01% +3 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 180 $31.6K 0.03% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 174 $30.6K <0.01% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 172 $30.1K 0.01% +1 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 169 $29.7K <0.01% +100 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 167 $29.3K 0.01% +19 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 166 $29.2K 0.03% 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 165 $29K 0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 163 $28.6K 0.01% +28 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 157 $27.6K 0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 156 $27.4K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 150 $26.4K 0.02% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 129 $22.7K 0.02% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 125 $22K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 120 $21.1K <0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 118 $20.7K <0.01% -85 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 116 $20.4K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 109 $20K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 109 $19.1K <0.01% +26 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 104 $18.3K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 101 $18K <0.01% +8 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 101 $17.8K <0.01% +12 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 101 $17.7K 0.02% -6 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 100 $17.6K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 100 $17.6K <0.01% 0 13F-HR Timeline Group Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 100 $17.6K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 100 $17.6K 0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 100 $17.6K 0.02% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 94 $16.5K <0.01% new 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 92 $16K <0.01% -1 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 90 $15.9K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 84 $15.8K 0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 87 $15.3K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 83 $13.8K <0.01% +31 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 76 $13.4K 0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 75 $13.3K 0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 75 $13.2K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 75 $13.2K <0.01% -6 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 72 $12.6K <0.01% -8 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 71 $12.5K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 70 $12K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 67 $11.7K <0.01% +1 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 66 $11.7K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 66 $11.6K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 65 $11.4K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 64 $11.2K <0.01% -7 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 64 $11.2K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 64 $11.2K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 63 $11K <0.01% -13 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 61 $10.7K <0.01% +49 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 61 $10.7K <0.01% 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 60 $10.6K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 60 $10.5K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 60 $10K <0.01% +3 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 55 $9.66K 0.01% new 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 54 $9.49K 0.05% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 52 $9.13K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 52 $9.13K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 52 $9.13K <0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 45 $8.95K 0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 50 $8.78K <0.01% -10 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 50 $8.78K 0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 49 $8.61K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 49 $8.61K <0.01% new 13F-HR Timeline Group Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 47 $8.32K <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 47 $8.26K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 46 $8.08K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 45 $7.92K <0.01% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 45 $7.91K 0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 43 $7.55K 0.01% -1 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 42 $7.38K <0.01% -37 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 40 $7.03K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 39 $6.85K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 38 $6.68K <0.01% +11 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 38 $6.68K <0.01% new 13F-HR/A Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 38 $6.68K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 34 $6.03K <0.01% -4 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 32 $5.58K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 31 $5.45K 0.01% -102 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 30 $5.27K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 29 $5.09K <0.01% -7 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 29 $5.09K <0.01% 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 29 $5.09K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 31 $5K <0.01% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 28 $4.92K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 27 $4.74K <0.01% 0 13F-HR/A Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 26 $4.59K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 26 $4.57K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 26 $4.57K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 25 $4.4K <0.01% +5 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 25 $4.39K <0.01% -125 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 23 $4.04K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 23 $4.04K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 22 $3.87K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 22 $3.87K <0.01% -41 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 21 $3.69K <0.01% -4 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 20 $3.51K <0.01% 0 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 20 $3.51K <0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 20 $3.51K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 19 $3.34K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 18 $3.16K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 16 $3K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 15 $2.64K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 15 $2.64K <0.01% +6 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 14 $2.46K <0.01% +10 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 13 $2.28K <0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 13 $2.28K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 13 $2.28K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 12 $2.11K <0.01% +8 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 12 $2.11K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 12 $2.11K <0.01% +1 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 11 $1.93K <0.01% new 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 10 $1.81K <0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 10 $1.76K <0.01% 0 13F-HR Timeline