SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,139 $222K 0.08% 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,125 $220K 0.1% new 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 1,124 $219K 0.08% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,124 $219K 0.01% new 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,120 $219K 0.03% new 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 1,119 $218K 0.01% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 951 $218K 0.1% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,110 $217K 0.06% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,110 $217K 0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,109 $217K 0.03% +37 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 1,100 $215K 0.06% new 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 1,100 $215K 0.05% new 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,094 $214K 0.01% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,070 $213K 0.02% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,092 $213K <0.01% -64 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 951 $213K <0.01% new 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 1,085 $212K 0.07% new 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,080 $211K 0.07% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,071 $209K 0.01% +876 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,069 $209K <0.01% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,067 $208K 0.04% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,064 $208K <0.01% new 13F-HR Timeline Group M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 1,044 $204K 0.04% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,040 $203K 0.01% new 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 1,039 $203K 0.07% new 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,034 $202K 0.08% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,029 $201K <0.01% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,270 $200K <0.01% +41 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,026 $200K <0.01% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,025 $200K 0.02% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,025 $200K 0.01% new 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 1,025 $200K 0.12% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,023 $200K <0.01% -281 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,022 $200K <0.01% -110 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,021 $199K 0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,008 $197K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 975 $190K 0.01% -477 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 945 $185K 0.01% +337 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 904 $176K <0.01% -4,549 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 843 $165K 0.08% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 794 $155K 0.01% -264 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 794 $155K 0.01% -2 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 789 $154K <0.01% -2 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 780 $152K 0.1% -1 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 756 $147K <0.01% -3 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 750 $146K 0.05% -110 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 724 $141K 0.11% 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 715 $140K 0.06% -100 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 679 $133K <0.01% +125 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 661 $129K 0 Timeline Clean Yield Group More: the full row for Clean Yield Group 633 $124K 0.03% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 609 $119K 0.05% +309 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 608 $119K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 607 $119K 0.02% -699 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 600 $117K 0.03% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 595 $116K 0.03% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 629 $113K <0.01% new 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 565 $110K 0.06% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 563 $110K 0.01% +1 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 550 $107K 0.01% +15 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 548 $107K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 540 $106K <0.01% +100 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 539 $105K 0.07% -2 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 537 $105K <0.01% -20 13F-HR Timeline Group USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 525 $103K 0.02% -218 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 517 $101K 0.08% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 514 $100K 0.01% +26 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 511 $99.8K 0.02% +275 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 500 $97.6K 0.01% 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 459 $89.6K <0.01% +44 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 455 $88.8K <0.01% +59 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 450 $87.9K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 441 $86.1K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 435 $85K 0.04% +280 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 409 $79.9K 0.05% -449 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 400 $78.1K 0.02% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 400 $78.1K 0.05% +25 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 400 $78.1K 0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 400 $78.1K 0.06% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 399 $77.9K 0.02% -74 13F-HR/A Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 393 $76.7K 0.03% 13F-HR/A Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 375 $73.2K 0.02% -15 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 370 $72.3K 0.04% +1 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 369 $72.1K 0.01% +280 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 335 $65.4K 0.03% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 325 $63.5K <0.01% -7,884 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 315 $61.5K <0.01% 0 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 315 $61.5K 0.01% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 306 $60K 0.04% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 293 $57.2K 0.02% -1,861 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 290 $56.6K 0.01% -8 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 286 $55.9K <0.01% -111 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 283 $55.3K 0.04% -8 13F-HR/A Timeline Dorato Capital Management More: the full row for Dorato Capital Management 260 $53.1K 0.04% 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 272 $53.1K 0.04% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 272 $53.1K 0.02% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 266 $51.9K 0.04% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 258 $50.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SHP Wealth Management More: the full row for SHP Wealth Management 252 $49.1K <0.01% 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 245 $49K 0.86% 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 250 $48.8K <0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 250 $48.8K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 250 $48.8K 0.02% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 245 $47.9K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 245 $47.8K <0.01% +127 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 237 $46.3K <0.01% +63 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 231 $45.2K 0.02% 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 231 $45.1K 0.02% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 228 $44.6K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 228 $44.5K 0.02% -4 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 223 $43.5K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 215 $42K 0.01% +37 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $39K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 198 $38.7K 0.01% -197 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 192 $37.5K 0.01% 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 183 $36.6K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 186 $36.3K <0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 185 $36.2K <0.01% 0 13F-HR Timeline VAN LANSCHOT KEMPEN INVESTMENT MANAGEME… More: the full row for VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 185 $36.1K <0.01% -10,039 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 181 $35.4K 0.01% -59 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 180 $35.1K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 180 $35.1K 0.02% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 181 $35K 0.01% +26 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 176 $34.4K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 173 $33.8K <0.01% +146 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 172 $33.7K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 172 $33.5K <0.01% +1 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 169 $33K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 165 $32.2K <0.01% -282 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 165 $32.2K 0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 158 $30.8K <0.01% +1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 152 $29.7K <0.01% +144 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 152 $29.7K <0.01% +77 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 150 $29.3K <0.01% +1 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 150 $29.3K 0.02% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 146 $28.5K 0.01% -21 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 144 $28.1K <0.01% -3 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 141 $27.5K 0.01% +10 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 135 $26.4K 0.02% -305 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 129 $26.1K <0.01% -1 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 132 $25.8K 0.02% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 129 $25.2K <0.01% +5 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 128 $24.9K <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 125 $24.4K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 128 $24K 0.01% +12 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 122 $23.8K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 115 $22.5K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 107 $22.1K <0.01% +30 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 113 $22K <0.01% 0 13F-HR/A Timeline Group Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 112 $21.9K 0.01% -34 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 103 $20.1K <0.01% +22 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 103 $20.1K <0.01% +98 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 100 $19.5K <0.01% 0 13F-HR Timeline Group Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 100 $19.5K 0.02% new 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 100 $19.5K 0.02% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 90 $18K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 92 $18K <0.01% -6 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 92 $17.9K <0.01% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 87 $17K <0.01% 0 13F-HR Timeline Group Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 87 $17K 0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 84 $16.4K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 83 $16.2K <0.01% -15 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 83 $16.2K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 83 $16.2K <0.01% +58 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 78 $15.2K <0.01% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 79 $15K <0.01% -16 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 75 $14.6K 0.01% -25 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 74 $14.4K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 71 $13.9K <0.01% -3 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 68 $13.3K <0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 67 $13.1K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 64 $12.5K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 60 $11.8K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 60 $11.7K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 60 $11.7K <0.01% -35 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 58 $11.3K <0.01% -6 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 60 $11K <0.01% +1 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 55 $10.7K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 52 $10.7K <0.01% -212 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 54 $10.5K 0.01% 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 52 $10.2K <0.01% +27 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 56 $10K <0.01% +5 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 51 $9.96K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 50 $9.76K 0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 50 $9.76K 0.01% 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 50 $9.76K 0.01% 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 49 $9.57K <0.01% 0 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 47 $9.18K <0.01% new 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 47 $9.18K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 46 $8.98K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 45 $8.79K <0.01% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 45 $8.79K 0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 41 $8.5K <0.01% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 43 $8.42K <0.01% +15 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 42 $8.27K <0.01% new 13F-HR Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 42 $8.2K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 42 $8.2K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 41 $8.07K <0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 41 $8.01K <0.01% +1 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 39 $7.61K <0.01% 0 13F-HR Timeline