Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 217 $44.5K <0.01% +1 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 206 $42.2K 0.01% +5 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 189 $38.8K <0.01% -2 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 180 $36.9K 0.02% -3,418 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 176 $36.1K 0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 175 $35.9K 0.02% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 175 $35.9K <0.01% -106 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 175 $35.9K 0.02% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 173 $35.5K <0.01% -57 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 172 $35K <0.01% +15 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 165 $33.8K 0.01% -13 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 161 $33K <0.01% +8 13F-HR/A Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 161 $33K <0.01% -10 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 160 $32.8K <0.01% +15 13F-HR Timeline NBH Bank More: the full row for NBH Bank 158 $32.4K 0.01% 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 155 $31.8K 0.02% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 154 $31.5K 0.01% +105 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 149 $30.6K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 146 $29.9K 0.02% +41 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 139 $29K 0.02% +39 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 134 $27.5K 0.01% +94 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 130 $26.7K 0.01% -560 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 128 $26.2K <0.01% +10 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 128 $26.2K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 126 $25.8K 0.01% 0 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 124 $25.4K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 122 $25K <0.01% -33 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 121 $24.8K 0.01% +45 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 115 $23.6K <0.01% -36 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 113 $23K <0.01% -11 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 112 $23K 0.01% 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 112 $23K <0.01% +10 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 110 $22.6K <0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 109 $22.3K <0.01% -4 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 106 $21.7K <0.01% +61 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 105 $21.6K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 104 $21.3K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 103 $21.1K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 103 $21.1K 0.01% +40 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 100 $20.5K 0.01% 0 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 100 $20.5K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 99 $20.3K <0.01% 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 99 $20.3K 0.01% +21 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 97 $19.9K <0.01% -78 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 92 $18.9K <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 91 $18.7K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 90 $18.5K <0.01% +10 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 88 $18K 0.01% -382 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 85 $17.4K <0.01% +42 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 85 $17.4K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 84 $17.2K <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 86 $16.8K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 82 $16K <0.01% +21 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 78 $16K 0.01% +27 13F-HR/A Timeline Key Financial Inc More: the full row for Key Financial Inc 77 $15.8K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 77 $15.8K <0.01% -66 13F-HR Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 77 $15.8K 0.01% +28 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 75 $15.4K <0.01% -29 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 74 $15.2K <0.01% +7 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 72 $15K <0.01% 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 73 $15K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 68 $13.9K <0.01% 0 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 67 $13.7K 0.02% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 65 $13.3K <0.01% +9 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 60 $12.3K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 60 $12.3K <0.01% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 60 $12.3K <0.01% -3 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 58 $11.9K <0.01% +4 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 58 $11.9K <0.01% -10 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 56 $11.5K <0.01% -140 13F-HR Timeline City State Bank More: the full row for City State Bank 54 $11.1K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 53 $10.9K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 50 $10.3K 0.01% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 49 $10K <0.01% -148,049 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. First Pacific Financial More: the full row for First Pacific Financial 49 $10K <0.01% -12 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 49 $10K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 48 $9.84K <0.01% +29 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 47 $9.64K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 47 $9.64K <0.01% 0 13F-HR/A Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 47 $9.64K <0.01% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 46 $9.43K <0.01% 0 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 45 $9.23K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 40 $8.2K <0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 40 $8K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 39 $8K <0.01% +9 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 37 $7.59K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 36 $7.38K <0.01% +16 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 36 $7.38K <0.01% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 35 $7.18K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 34 $6.95K <0.01% -144 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 33 $6.77K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 32 $6.65K <0.01% +2 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 32 $6.58K <0.01% -2 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 31 $6.34K <0.01% +1 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 30 $6.15K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 30 $6.15K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 27 $5.54K <0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 27 $5.54K <0.01% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 27 $5.54K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 26 $5.33K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 25 $5.23K <0.01% -2 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 25 $5.13K <0.01% +5 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 25 $5.13K <0.01% +5 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 25 $5.13K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 25 $5.13K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 21 $4.31K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 21 $4.23K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 20 $4.1K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 20 $4.1K <0.01% new 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 20 $4.1K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 20 $4.1K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 20 $4.1K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 19 $3.9K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 19 $3.9K <0.01% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 17 $3.49K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 16 $3.28K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 16 $3.28K <0.01% 0 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 15 $3.08K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 15 $3.08K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 15 $3.08K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 15 $3.08K <0.01% -1 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 19 $3K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 14 $2.88K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 14 $2.88K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 14 $2.87K <0.01% +11 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 14 $2.87K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 12 $2.46K <0.01% +4 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 12 $2.46K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 11 $2.26K <0.01% 0 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 10 $2.05K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 10 $2.05K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 10 $2.05K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 10 $2.05K <0.01% +3 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 9 $1.84K <0.01% 0 13F-HR Timeline Group Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 8 $1.64K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 8 $1.64K <0.01% -40 13F-HR Timeline Trust Co More: the full row for Trust Co 8 $1.64K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 7 $1.63K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 7 $1.44K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 7 $1.44K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $1.44K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 7 $1.44K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 7 $1.44K <0.01% +5 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 6 $1.23K <0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 6 $1.23K <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 6 $1.23K <0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 5 $1.04K <0.01% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 5 $1.03K <0.01% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 5 $1.03K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5 $1.02K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 5 $1.02K <0.01% -2 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 5 $1.02K <0.01% 0 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 5 $1.02K <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 5 $1.02K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 7 $1K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5 $1K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4 $821 <0.01% -1 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 4 $821 <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4 $821 <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 4 $821 <0.01% 0 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 4 $820 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3 $617 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3 $616 <0.01% -21 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3 $616 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3 $616 <0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 3 $615 <0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3 $615 <0.01% 0 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 3 $615 <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3 $615 <0.01% -12 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2 $411 <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 2 $410 <0.01% -5 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2 $410 <0.01% -19 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 2 $410 <0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1 $206 <0.01% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 1 $206 <0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 1 $206 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1 $205 <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1 $205 <0.01% -89 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 1 $205 <0.01% 0 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 1 $205 <0.01% -3 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 1 $205 <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 0 $18 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 0 $14 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.