ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 450 $120K 0.01% -756 13F-HR Timeline Security National Bank More: the full row for Security National Bank 450 $120K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 441 $117K 0.01% -7 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 439 $117K 0.01% -311 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 424 $113K 0.05% +98 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 411 $109K 0.01% -3 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 402 $107K 0.1% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 401 $107K 0.04% 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 400 $106K 0.04% -22 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 394 $105K 0.03% -31 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 375 $99.8K 0.04% -31 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 370 $98.4K 0.05% -36 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 362 $96.4K 0.04% -6 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 360 $95.8K 0.08% +134 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 353 $93.8K <0.01% -3,490 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 350 $93.1K 0.08% +45 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 350 $93K <0.01% -50 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 346 $92.2K <0.01% -36 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 336 $89.4K 0.01% +125 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 333 $89K 0.01% -195 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 327 $87.1K 0.05% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 323 $85.9K 0.02% +64 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 315 $84K <0.01% +184 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 305 $81.1K 0.03% -65 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 300 $79.8K 0.05% new 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 300 $79.8K 0.02% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 297 $79K 0.03% +122 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 20,114 $78.4K 0.03% +163 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 291 $77.4K 0.01% +97 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 285 $75.8K 0.02% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 284 $75.5K 0.02% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 280 $75.4K 0.02% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 283 $75.3K 0.01% +15 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 279 $74.2K 0.08% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 278 $74K 0.02% -21 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 277 $73.7K 0.01% +10 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 276 $73.4K 0.08% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 268 $71.4K 0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 262 $69.7K 0.04% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 255 $67.8K 0.01% -171 13F-HR Timeline MOTCO More: the full row for MOTCO 254 $67.6K 0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 251 $66.8K 0.05% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 251 $66.8K 0.01% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 244 $64.9K 0.03% -98 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 239 $63.6K 0.02% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 235 $62.5K 0.02% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 234 $62.1K 0.03% -3 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 233 $62K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 233 $62K 0.02% +2 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 230 $61.2K 0.05% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 230 $61.2K 0.01% +9 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 228 $60.8K 0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 225 $59.9K 0.02% 0 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 219 $58K 0.04% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 217 $57.7K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 218 $57.6K 0.01% +77 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 211 $56.1K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 209 $55.7K 0.01% 0 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 200 $53K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 199 $52.9K <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 199 $52.9K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 188 $50K 0.03% +59 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 186 $49.5K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 185 $49.2K 0.02% -2 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 182 $48K 0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 180 $47.9K 0.03% +22 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 178 $47.4K 0.04% +1 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 178 $47.4K 0.14% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 176 $47K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 176 $46.8K 0.03% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 173 $46K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 171 $45.6K <0.01% +25 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 165 $43.9K 0.04% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 160 $43K <0.01% +3 13F-HR Timeline Group ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 156 $41.6K 0.02% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 155 $41.3K 0.02% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 152 $40.4K 0.02% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 153 $40K 0.01% +23 13F-HR/A Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 150 $39.9K 0.02% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 146 $38.8K 0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 145 $38.7K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 143 $38K 0.01% +25 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 138 $36.7K <0.01% +17 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 132 $35.1K <0.01% new 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 132 $35.1K 0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 135 $35K 0.02% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 126 $34K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 125 $33.3K <0.01% 0 13F-HR Timeline Group Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 124 $33K 0.01% +45 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 119 $31.7K 0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 119 $31.7K 0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 116 $31K 0.02% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 116 $30.9K <0.01% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 115 $30.6K <0.01% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 113 $30.1K 0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 112 $29.8K 0.01% 0 13F-HR/A Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 111 $29.4K 0.02% -2 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 110 $29.3K 0.02% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 109 $29K 0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 106 $28.6K 0.02% +38 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 103 $27.4K 0.02% -26,937 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 102 $27.1K <0.01% +1 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 101 $26.9K 0.02% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $26.6K 0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 100 $26.6K 0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 100 $26.6K 0.02% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 98 $26.1K 0.01% +20 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 96 $24.5K <0.01% +37 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 90 $24K 0.01% +9 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 90 $23.9K <0.01% +17 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 90 $23.9K 0.01% 0 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 90 $23.9K 0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 90 $23.9K 0.02% +48 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 89 $23.7K <0.01% -34 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 87 $23.1K 0.01% new 13F-HR/A Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 86 $22.9K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 84 $22.3K <0.01% 0 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 83 $22.1K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 82 $21.8K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 79 $21.1K <0.01% -4,015 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 79 $21K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 75 $20.2K <0.01% +30 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 75 $20K 0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 75 $20K <0.01% -19 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 75 $19.9K 0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 72 $19.8K 0.01% -21 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 73 $19.4K 0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 71 $19K 0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 67 $18.7K 0.01% -43 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 70 $18.6K <0.01% -2 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 70 $18.6K <0.01% +36 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 67 $17.8K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 66 $17.6K <0.01% +4 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 65 $17.3K 0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 65 $17.3K 0.01% -10 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 65 $17.3K 0.01% +9 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 64 $17K <0.01% new 13F-HR/A Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 64 $17K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 63 $16.8K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 60 $15.4K 0.01% +2 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 58 $15.4K <0.01% +2 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 58 $15.3K <0.01% +7 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 57 $15.2K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 60 $15.1K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 58 $15K <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. 56 $14.9K 0.01% +54 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 55 $14.7K 0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 55 $14.6K 0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 52 $13.8K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 52 $13.8K 0.01% +48 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 52 $13.7K <0.01% +1 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 51 $13.6K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 50 $13.3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 49 $13K 0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 47 $12K <0.01% +10 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 45 $11.9K 0.02% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 45 $11.6K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 42 $11.2K 0.01% -337 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 40 $10.6K <0.01% +12 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 40 $10.6K <0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 40 $10.6K 0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 40 $10.6K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 40 $10.6K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 38 $10.1K <0.01% +19 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 37 $9.84K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 36 $9.78K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 35 $9.31K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 35 $9.31K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 35 $9.31K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 35 $9.31K <0.01% +9 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 34 $9.04K 0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 32 $8.51K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 31 $8.25K <0.01% +21 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 30 $7.98K <0.01% +21 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 29 $7.71K <0.01% +9 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 28 $7.46K <0.01% +25 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 28 $7.45K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 28 $7.45K <0.01% +24 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 27 $7.18K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 27 $7.18K <0.01% +1 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 27 $7.18K 0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 26 $6.93K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 25 $6.65K <0.01% -6 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 25 $6.65K 0.01% 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 24 $6.38K <0.01% +8 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 23 $6.12K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 23 $6.12K <0.01% +6 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 24 $6K <0.01% 0 13F-HR Timeline Group Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 23 $6K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 22 $5.85K <0.01% +2 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 21 $5.59K <0.01% +17 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 21 $5.59K 0.03% -42 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 21 $5.59K <0.01% +4 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 21 $5.53K <0.01% +2 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 20 $5.32K 0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 20 $5.32K <0.01% -10 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 20 $5.32K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 19 $5.05K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 19 $5.05K <0.01% +2 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 19 $5.05K <0.01% new 13F-HR Timeline