Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,499 $69.9K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,452 $67.7K <0.01% +98 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,450 $67.6K 0.01% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 1,433 $66.8K 0.04% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,398 $65K <0.01% -96 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,366 $64K <0.01% -7,632 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,337 $62.3K <0.01% 0 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 1,298 $60.5K 0.05% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,268 $60.3K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,275 $59.4K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,250 $58.3K 0.03% -400 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,231 $57.4K 0.01% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,223 $57K <0.01% -460 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,220 $56.9K 0.04% +10 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,202 $56K 0.01% -157 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 1,191 $55.5K 0.04% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,181 $55.1K <0.01% new 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,176 $54.8K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,157 $53.9K 0.01% +188 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1,147 $53.5K 0.01% +1,035 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,128 $52.6K <0.01% +50 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,121 $52.3K <0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,100 $51.3K 0.02% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,089 $50.8K 0.02% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,083 $50.5K 0.04% +8 13F-HR Timeline City State Bank More: the full row for City State Bank 1,081 $50.4K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,063 $49.6K <0.01% +25 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,060 $49K <0.01% -2 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,024 $47.7K 0.01% -748 13F-HR/A Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,014 $47.3K <0.01% new 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 1,008 $47K 0.01% new 13F-HR Timeline HUSSMAN STRATEGIC ADVISORS, INC. More: the full row for HUSSMAN STRATEGIC ADVISORS, INC. 1,000 $46.6K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 994 $46.3K <0.01% +386 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 979 $45.6K +52 Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 981 $45K 0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 963 $44.9K 0.03% +100 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 947 $44.1K 0.02% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 930 $43.4K -1,560 Timeline SHP Wealth Management More: the full row for SHP Wealth Management 928 $43.2K <0.01% +219 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 900 $43.1K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 922 $43K <0.01% +26 13F-HR/A Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 915 $42.7K 0.03% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 914 $42.6K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 893 $41.6K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 882 $41.1K 0.02% -411 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 874 $41K <0.01% -212 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 872 $40.7K 0.01% +5 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 872 $40.7K 0.02% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 838 $39.1K <0.01% +743 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 831 $38.7K <0.01% +18 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 817 $38.1K 0.01% +17 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 817 $38.1K 0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 815 $38K 0.01% +409 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 807 $37.6K 0.03% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 760 $35K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 750 $35K 0.02% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 749 $34.9K <0.01% +23 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 742 $34.6K 0.02% -6 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 704 $32.8K 0.01% +259 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 694 $32.4K 0.02% +6 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 685 $31.9K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 667 $31.1K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 659 $30.7K 0.02% +235 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 656 $30.6K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 655 $30.5K <0.01% +87 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 653 $30.4K <0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 633 $29.5K 0.02% +2 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 622 $29K <0.01% 0 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 602 $28.1K 0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 602 $28.1K 0.01% +90 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 600 $28K <0.01% new 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 594 $27.7K 0.01% +484 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 564 $26.3K 0.01% +5 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 559 $26.1K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 558 $26K 0.01% -198 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 555 $25.9K <0.01% -200 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 547 $25.5K 0.02% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 547 $25.5K <0.01% +5 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 533 $24.8K 0.02% -11 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 525 $24.5K 0.01% -173 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 521 $24.3K 0.01% new 13F-HR Timeline OSSIAM More: the full row for OSSIAM 517 $24.1K <0.01% -34,697 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 517 $24.1K <0.01% +191 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 501 $23.4K <0.01% -39 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 500 $23.3K 0.01% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 500 $23.3K 0.01% +100 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 500 $23.3K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 497 $23.2K <0.01% +244 13F-HR Timeline Group S&T Bank/PA More: the full row for S&T Bank/PA 496 $23.1K 0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 493 $23K <0.01% +4 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 492 $22.9K 0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 474 $22.1K <0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 473 $22.1K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 478 $22K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 474 $22K 0.01% -220 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 468 $21.8K 0.01% +216 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 463 $21.6K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 438 $20.4K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 432 $20.1K <0.01% +20 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 428 $19.9K <0.01% +417 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 419 $19.5K <0.01% +81 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 418 $19.5K <0.01% -3,900 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 418 $19.5K <0.01% +112 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 417 $19.4K 0.01% +78 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 416 $19.4K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 410 $19.1K <0.01% 0 13F-HR Timeline Group Robinswood Financial LLC More: the full row for Robinswood Financial LLC 405 $18.9K 0.01% +2 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 396 $18.8K 0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 400 $18.6K 0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 391 $18.2K 0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 389 $18.1K 0.01% +94 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 379 $17.7K <0.01% -439 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 372 $17K <0.01% +100 13F-HR Timeline NBH Bank More: the full row for NBH Bank 363 $16.9K 0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 354 $16.5K <0.01% +24 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 350 $16.3K 0.01% -281 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 350 $16.3K 0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 342 $15.9K 0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 340 $15.9K <0.01% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 340 $15.9K <0.01% +99 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 339 $15.8K 0.01% -262 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 336 $15.7K 0.01% +183 13F-HR/A Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 326 $15.2K <0.01% +147 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 325 $15.2K 0.01% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 316 $15K 0.01% 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 320 $14.9K 0.01% -405 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 312 $14.5K 0.01% -156 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 308 $14.5K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 304 $14.2K 0.01% -98 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 301 $14K 0.01% +32 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 300 $14K <0.01% -623 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 300 $14K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 300 $14K 0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 300 $14K 0.01% -200 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 295 $13.8K 0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 286 $13.2K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 276 $12.9K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 271 $12.6K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 262 $12.2K 0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 262 $12.2K <0.01% +91 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 258 $12K <0.01% -101 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 251 $11.7K <0.01% +2 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 251 $11.7K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 249 $11.6K 0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 246 $11.5K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 244 $11.4K <0.01% -74 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 241 $11.2K <0.01% +3 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 240 $11.2K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 235 $11.1K <0.01% +218 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 236 $11K <0.01% +62 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 218 $10.7K <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 211 $9.84K <0.01% new 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 210 $9.79K <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 209 $9.74K <0.01% 0 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 204 $9.52K <0.01% +12 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 203 $9.46K <0.01% 0 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 200 $9.32K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 200 $9.32K 0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 199 $9.28K <0.01% +25 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 200 $9K 0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 188 $8.77K <0.01% -33 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 178 $8.3K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 177 $8.25K <0.01% +75 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 176 $8.21K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 171 $7.97K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 165 $7.69K <0.01% +34 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 160 $7.46K <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 150 $6.99K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 150 $6.99K 0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 146 $6.81K <0.01% 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 143 $6.66K <0.01% +1 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 141 $6.57K <0.01% +15 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 21,990 $6.49K 0.01% +2 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 137 $6.39K <0.01% +24 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 135 $6.29K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 134 $6.25K <0.01% +44 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 134 $6.24K <0.01% -76 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 129 $6.01K <0.01% +54 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 124 $5.78K <0.01% 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 122 $5.75K <0.01% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 108 $5.04K <0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 107 $4.99K <0.01% new 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 106 $4.94K <0.01% +53 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 105 $4.89K <0.01% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 102 $4.75K <0.01% +1 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 100 $4.66K <0.01% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 95 $4.45K <0.01% +77 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 100 $4.36K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 90 $4.2K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 90 $4.2K <0.01% +55 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 87 $4.06K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 93 $4K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 87 $4K <0.01% 0 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 85 $3.96K <0.01% +40 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 79 $3.68K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 73 $3.4K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 72 $3.36K <0.01% -13 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 69 $3.22K <0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 67 $3.12K <0.01% 0 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 64 $2.98K <0.01% +14 13F-HR Timeline