TSFG, LLC More: the full row for TSFG, LLC 5,415 $342K 0.06% -39,273 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,411 $342K 0.03% -63,723 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 5,368 $339K 0.19% -42,630 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,361 $338K 0.01% -37 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 5,351 $338K 0.01% +1,283 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 5,291 $334K <0.01% -27 13F-HR Timeline Group McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 5,270 $333K 0.15% -88,189 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 5,251 $332K 0.04% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,239 $331K 0.01% new 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 5,203 $329K 0.07% -40,602 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,179 $327K 0.01% -6,770 13F-HR Timeline Group LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 5,096 $322K 0.02% +1,386 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 5,055 $319K 0.1% -56 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 5,027 $317K 0.16% +485 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 5,000 $316K 0.12% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,970 $314K <0.01% -71,023 13F-HR Timeline Group Athena Investment Management More: the full row for Athena Investment Management 4,959 $313K 0.18% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 4,930 $311K <0.01% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,921 $311K 0.03% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,907 $310K 0.02% +345 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 4,734 $299K 0.06% -764 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,727 $298K 0.03% +44 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,719 $298K 0.08% +75 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 4,657 $294K 0.02% new 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 4,632 $292K 0.07% new 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 4,590 $290K 0.09% new 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 4,467 $283K 0.12% new 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 4,448 $281K 0.12% +11 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,439 $280K <0.01% 0 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 4,302 $272K 0.14% -16,201 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,259 $269K <0.01% -4,608 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,221 $266K 0.03% -6,741 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 4,211 $266K 0.01% 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,211 $266K 0.02% -65,645 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 4,203 $265K 0.01% 0 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 4,806 $265K 0.07% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 4,181 $264K 0.07% -27,990 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 4,178 $264K 0.18% new 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 4,174 $264K 0.13% -12,187 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 4,142 $261K 0.06% 0 13F-HR/A Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 4,080 $258K 0.12% -32,708 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 4,004 $253K 0.04% -14 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,003 $253K 0.01% -5,571 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 4,000 $253K 0.17% 0 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 3,985 $251K 0.01% new 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 3,968 $251K 0.02% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,942 $249K 0.08% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,926 $248K 0.01% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 3,895 $246K 0.14% -7,295 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,889 $246K 0.2% -2,536 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,886 $245K -14,848 Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 3,884 $245K 0.17% -37,509 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,875 $245K 0.05% +2,218 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 3,800 $240K 0.08% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,783 $239K 0.02% -10,208 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,770 $238K 0.02% -3,592 13F-HR Timeline Group Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 4,292 $238K 0.13% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,747 $237K 0.01% -23,735 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 3,725 $235K 0.06% -600 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 3,721 $235K 0.04% 0 13F-HR Timeline Blue Oak Capital, LLC More: the full row for Blue Oak Capital, LLC 3,690 $233K 0.12% 0 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 3,608 $228K 0.64% -1,355 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,595 $227K 0.01% new 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 3,588 $227K 0.22% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 3,568 $225K 0.09% -186 13F-HR/A Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,559 $225K <0.01% new 13F-HR/A Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 3,551 $224K 0.04% new 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 3,547 $224K 0.13% 0 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 3,535 $223K 0.15% new 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 3,505 $221K 0.17% new 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 4,000 $220K 0.13% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,486 $220K 0.01% -46,497 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,482 $220K 0.01% +242 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,471 $219K <0.01% -1,383 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 3,453 $218K 0.27% 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 3,442 $217K 0.01% -399 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 3,430 $217K 0.03% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,401 $215K 0.02% -9,878 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 3,399 $215K 0.11% -15,199 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,394 $214K 0.06% -4,429 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 3,362 $212K 0.02% -1,621 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 3,360 $212K 0.04% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,355 $212K 0.01% +2,850 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 3,343 $211K 0.1% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,336 $211K <0.01% +1,867 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 3,305 $209K 0.03% new 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 3,304 $209K 0.1% -1,360 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,270 $206K 0.02% new 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,240 $205K 0.07% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,235 $204K <0.01% new 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 3,232 $204K 0.05% new 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 3,232 $204K 0.05% -9,884 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 3,226 $204K 0.19% new 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 3,221 $203K 0.09% new 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 3,210 $203K 0.19% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,191 $201K 0.01% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,191 $201K <0.01% -6,077 13F-HR Timeline Group Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 3,188 $201K 0.06% new 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 3,444 $190K 0.07% 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,735 $173K 0.06% new 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 2,690 $170K 0.04% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 2,677 $169K 0.04% +439 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,672 $169K 0.03% -1,241 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,465 $155K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,363 $149K 0.02% -121,620 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,276 $144K 0.01% +345 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 2,066 $130K 0.06% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,055 $130K 0.03% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,040 $129K 0.02% -2,114 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,015 $127K <0.01% -417 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,964 $124K <0.01% -2,323 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,805 $114K <0.01% -564 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,747 $110K 0.01% 0 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 1,710 $108K 0.15% +1,340 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1,701 $107K 0.04% +53 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,669 $105K 0.02% +100 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,486 $93.8K <0.01% -850 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,439 $90.8K <0.01% new 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,375 $86.8K <0.01% +585 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,372 $86.6K 0.03% -20 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,368 $86.4K 0.22% -4,292 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,367 $86K 0.01% -5,138 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,324 $83.6K 0.02% +133 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,292 $81.6K 0.01% +343 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,240 $78.3K 0.03% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1,178 $74.3K 0.03% -83,288 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,171 $74K <0.01% -653 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,153 $72.8K <0.01% -39 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,105 $69.8K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,100 $69.4K 0.01% +23 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,098 $69.3K 0.01% -120 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,067 $67.4K 0.03% +2 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 1,016 $64.2K 0.02% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 975 $61.6K 0.04% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 969 $61.2K <0.01% -279 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 941 $59.4K 0.03% +11 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 866 $54.6K 0.01% +1 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 839 $53K <0.01% +601 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 832 $52.5K 0.01% +370 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 829 $52.4K 0.03% +9 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 828 $52.3K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 735 $46.4K <0.01% +40 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 716 $45.2K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 706 $44.6K 0.01% -949 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 704 $44.5K <0.01% -2,751 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 696 $43.9K 0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 693 $43.8K <0.01% -424 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 632 $39.9K 0.01% +40 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 584 $36.9K <0.01% -1,072 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 584 $36.9K 0.03% 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 572 $36.1K <0.01% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 506 $31.9K 0.03% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 501 $31.6K 0.04% new 13F-HR/A Timeline Abound Wealth Management More: the full row for Abound Wealth Management 498 $31.4K 0.01% -456 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 460 $29K <0.01% -1,185 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 445 $28.1K 0.02% -586 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 436 $27.5K 0.01% -228 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 430 $27.1K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 416 $26.3K 0.01% +159 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 415 $26.2K 0.02% 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 414 $26.1K 0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 384 $24.2K 0.01% -79,112 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 383 $24.2K 0.02% -1,233 13F-HR Timeline Trust Co More: the full row for Trust Co 370 $23.4K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 346 $21.8K 0.01% -10,406 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 328 $20.7K 0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 314 $20K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 278 $17.6K 0.01% +277 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 275 $17.4K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 275 $17.4K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 306 $17K 0.19% -4,853 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 266 $16.8K 0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 264 $16.7K 0.01% -2,024 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 263 $16.6K 0.01% -835 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 232 $14.7K <0.01% -7,415 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 224 $14.2K <0.01% -637 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 215 $13.6K 0.01% -6,923 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 215 $13.6K <0.01% +1 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 198 $12.5K <0.01% -5 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 191 $12.1K 0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 166 $10.5K 0.01% +134 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 157 $9.91K <0.01% -433 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 157 $9.91K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 137 $8.65K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 126 $7.99K <0.01% +1 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 124 $7.83K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 123 $7.77K <0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 117 $7.39K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 114 $7.2K <0.01% -318 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 112 $7.07K <0.01% 0 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 100 $6.31K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 85 $5.4K <0.01% +1 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 84 $5.3K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 103 $5K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 86 $5K <0.01% -1 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 71 $4.6K <0.01% -33,840 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 60 $3.79K <0.01% 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 60 $3.79K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 59 $3.73K <0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 58 $3.66K <0.01% new 13F-HR Timeline