Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 11,298 $148K 0.05% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 11,309 $148K 0.06% +980 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 11,290 $148K 0.02% +70 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 11,280 $148K <0.01% +700 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 11,262 $148K 0.09% +636 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 10,619 $147K 0.02% +175 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 11,174 $147K 0.01% +130 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 11,148 $146K 0.01% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 11,143 $146K <0.01% new 13F-HR/A Timeline PARTHENON LLC More: the full row for PARTHENON LLC 11,119 $146K 0.02% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 11,100 $146K 0.06% 0 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 11,042 $145K 0.04% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 10,999 $144K 0.01% +756 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 10,995 $144K 0.02% +179 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 10,990 $144K 0.04% +28 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 10,951 $144K <0.01% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 10,935 $143K 0.02% new 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 10,921 $143K 0.02% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 10,889 $143K <0.01% -8,887 13F-HR Timeline Group Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 10,879 $143K 0.01% +598 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 10,829 $142K 0.01% -316 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 10,795 $142K 0.01% new 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 10,779 $141K 0.01% 0 13F-HR Timeline Group Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 10,762 $141K 0.03% -193 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 10,750 $141K 0.08% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 10,734 $141K <0.01% -2,509 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 10,642 $140K 0.02% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 10,631 $139K 0.01% +1,846 13F-HR Timeline Group Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 10,180 $139K 0.05% -595 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 14,016 $139K 0.04% new 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 10,541 $138K 0.09% 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 10,517 $138K 0.03% -700 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 10,502 $138K <0.01% -2,005 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 10,461 $137K 0.12% -117 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 10,425 $137K <0.01% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 10,424 $137K 0.01% -476 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 10,421 $137K 0.05% -2,657 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 10,409 $137K 0.04% new 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 10,361 $136K 0.03% +231 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 10,351 $136K 0.02% +319 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 10,242 $134K 0.11% +115 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 10,240 $134K 0.04% -1,384 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 10,239 $134K 0.09% +110 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 10,234 $134K 0.17% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 10,228 $134K 0.07% 13F-HR/A Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 10,219 $134K 0.03% -10,000 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 10,209 $134K 0.12% 0 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 10,184 $134K 0.05% +114 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 10,167 $133K 0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 10,143 $133K 0.01% -9,252 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 10,141 $133K 0.03% +29 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 10,125 $133K 0.01% -978 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 10,000 $133K 0.01% 0 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 10,115 $133K 0.02% -462 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 10,097 $132K 0.05% +46 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 10,013 $131K 0.01% -3,318 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 10,006 $131K 0.04% new 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 10,002 $131K 0.05% +1 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 10,000 $131K 0.03% 0 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 10,000 $131K 0.14% 0 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 10,000 $131K 0.02% 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 9,959 $131K 0.09% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 11,322 $130K 0.01% new 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 9,840 $129K 0.09% -800 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 9,732 $128K 0.01% -2,944 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 9,560 $125K 0.01% -1,182 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 8,922 $123K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 9,265 $122K 0.02% +170 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 9,134 $120K 0.05% -165 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 9,060 $119K 0.01% +949 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 9,000 $118K 0.09% 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 8,765 $115K <0.01% -27 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 8,700 $114K <0.01% 0 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8,651 $114K 0.01% +121 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 8,545 $112K <0.01% +5,838 13F-HR Timeline Group Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 8,446 $111K 0.05% +68 13F-HR/A Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 8,327 $109K 0.04% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 8,084 $106K 0.01% +375 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 7,956 $104K 0.09% -4,560 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 7,946 $104K 0.06% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 7,814 $103K 0.01% +38 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,428 $101K 0.01% +1 13F-HR Timeline Group Graney & King, LLC More: the full row for Graney & King, LLC 7,678 $101K 0.06% +9 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 7,552 $99.1K 0.04% +848 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 7,475 $98.1K 0.02% +200 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 7,391 $97K +4,007 Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 7,105 $93.2K 0.05% +100 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 7,000 $91.8K <0.01% 0 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 6,944 $91.1K 0.02% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 6,834 $89.7K <0.01% +72 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 6,734 $88.4K 0.01% -2,055 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 6,574 $86.3K 0.02% +698 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 6,503 $85.3K 0.11% -1,000 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 6,495 $85K 0.08% 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 6,455 $84.7K 0.03% new 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 6,383 $83.7K 0.03% -372 13F-HR Timeline Quarry LP More: the full row for Quarry LP 6,290 $82.5K 0.01% +3,931 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 6,200 $81.3K 0.01% +200 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,131 $81K 0.03% +200 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6,148 $80.7K <0.01% +631 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 6,130 $80.4K <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 6,093 $79.9K 0.08% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 6,085 $79.8K 0.01% -2,600 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 6,085 $79.8K <0.01% -1,278 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 5,994 $78.6K 0.04% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5,945 $78K 0.01% +88 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5,929 $77.8K <0.01% +214 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 5,926 $77.7K 0.01% new 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 5,880 $77.1K 0.01% 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 5,833 $76.5K <0.01% 0 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 5,825 $76.4K <0.01% -500 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 5,726 $75.1K 0.01% +60 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,714 $75K <0.01% -2,797 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 5,711 $74.9K 0.07% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 5,522 $72.5K 0.01% +277 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 5,500 $72.2K <0.01% new 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,413 $71K <0.01% -2,628 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 5,356 $70.3K 0.04% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,248 $68.9K 0.02% -1,926 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 5,242 $68.8K 0.06% +59 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 5,228 $68.6K 0.06% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5,205 $68.3K 0.01% -63 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 5,112 $67.1K 0.01% -169 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 5,101 $66.9K 0.01% +179 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 5,074 $66.6K 0.03% +46 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 5,054 $66.3K 0.02% -1,064 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,026 $65.9K 0.04% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 5,000 $65.6K 0.04% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 5,000 $65.6K 0.05% 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 4,895 $64.2K 0.02% 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 4,800 $63K 0.06% 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 4,725 $62K 0.03% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 4,682 $61.4K 0.01% +12 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 4,482 $58.8K 0.01% -651 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 4,354 $57.1K 0.01% -230 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4,344 $57K 0.01% +620 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,328 $56.8K 0.02% -5,994 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 4,300 $56.4K <0.01% 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 4,250 $55.8K 0.03% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,141 $54.3K 0.02% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 4,119 $54K 0.02% -15 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 4,112 $54K 0.03% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,100 $53.8K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 4,029 $52.9K <0.01% +1,737 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,027 $52.8K 0.01% -335 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 4,000 $52.5K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,968 $52.1K 0.01% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3,966 $52K 0.04% -280 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 3,877 $50.9K 0.03% 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 3,795 $49.8K 0.03% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,793 $49.8K 0.02% -1,790 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 3,789 $49.7K 0.04% 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,737 $48K <0.01% +48 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,615 $47.4K 0.01% +3,449 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 3,608 $47.3K <0.01% 13F-HR/A Timeline NFSG Corp More: the full row for NFSG Corp 3,568 $46.8K 0.01% -5,571 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 3,518 $46.2K 0.03% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3,475 $45.6K 0.03% -3,512 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,470 $45.5K 0.01% -220 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 3,441 $45.1K 0.04% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 3,423 $44.9K 0.04% +1,264 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3,413 $44.8K 0.01% -424 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 3,394 $44.5K 0.01% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 3,343 $43.9K 0.03% -50 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,300 $43.3K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,299 $43.3K <0.01% +2,155 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,250 $43K <0.01% +863 13F-HR/A Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,269 $42.9K 0.04% -18,673 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 3,267 $42.9K 0.01% -28 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 3,244 $42.6K 0.01% +2,044 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,238 $42.5K 0.01% +1,288 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 3,223 $42.3K 0.02% +3,120 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 3,175 $41.7K 0.02% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,170 $41.6K 0.01% -1,647 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 3,124 $41K 0.03% 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 3,100 $40.7K 0.01% new 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 3,050 $40K 0.63% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 3,041 $39.9K 0.01% +794 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 3,025 $39.7K 0.01% new 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 3,022 $39.6K <0.01% -400 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,000 $39.4K 0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 3,000 $39K 0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 2,924 $38.4K 0.02% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 2,900 $38K 0.03% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,879 $37.8K 0.01% +5 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,876 $37.7K 0.02% +28 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,874 $37.7K 0.03% +668 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 2,864 $37.6K 0.01% +2,647 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 2,797 $36.7K 0.02% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2,782 $36.5K 0.02% -979 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,778 $36.4K 0.01% -3,373 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,759 $36.2K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,747 $36K <0.01% +46 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 2,733 $35.9K 0.03% 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,727 $35.8K <0.01% +1,320 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,703 $35.5K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,684 $35.2K 0.01% -714 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,692 $35K <0.01% 0 13F-HR Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 2,526 $35K 0.02% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,655 $34.8K 0.01% new 13F-HR Timeline