AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 369 $87K 0.05% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 363 $85.6K 0.02% -600 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 360 $84.9K 0.01% -2 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 360 $84.9K <0.01% 0 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 357 $84.2K 0.01% new 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 355 $83.7K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 349 $82.2K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 348 $82K 0.03% +5 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 346 $81.6K 0.01% 0 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 335 $79.8K <0.01% -140 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 338 $79.7K 0.03% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 337 $79.5K <0.01% -281 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 335 $79K 0.01% -175 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 331 $78.1K 0.03% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 328 $77.3K 0.02% +32 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 317 $74.8K 0.01% -1,051 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 310 $73K 0.03% -30 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 306 $72.2K 0.06% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 303 $71.5K 0.02% -258 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 303 $71.3K 0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 302 $71.1K 0.01% +1 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 300 $71K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 300 $70.7K 0.05% -46 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 297 $70K <0.01% +11 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 282 $66.5K 0.04% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 280 $66K <0.01% -3 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 275 $64.8K 0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 267 $63K 0.01% +167 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 255 $60K 0.01% +25 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 250 $59K 0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 250 $59K 0.05% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 250 $59K 0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 245 $57.8K 0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 234 $55.2K 0.07% -95 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 224 $52.8K 0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 220 $51.9K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 218 $51.5K 0.01% +47 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 214 $50.5K 0.02% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 211 $49.8K 0.01% -155 13F-HR Timeline Trust Co More: the full row for Trust Co 207 $48.8K <0.01% -1,431 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 204 $48.4K 0.04% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 200 $47.2K 0.02% -50 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 200 $47.2K 0.02% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 200 $47.2K 0.01% -10 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 196 $46.9K 0.02% +2 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 198 $46K 0.01% -939 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 188 $45K <0.01% 0 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 183 $43.2K <0.01% -50 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 183 $43.2K 0.03% +8 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 181 $42.7K 0.01% 0 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 167 $39.5K 0.01% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 163 $38.4K 0.03% -2 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 160 $37.7K <0.01% -310 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 160 $37.7K 0.02% -30 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 160 $37.6K 0.02% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 151 $37.5K 0.01% +16 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 155 $37K 0.02% -12 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 153 $36.3K <0.01% +2 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 152 $35.8K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 151 $35.6K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 150 $35.4K 0.02% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 148 $34.9K <0.01% -838 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 144 $34.5K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 145 $34.2K 0.03% -49 13F-HR Timeline CNB Bank More: the full row for CNB Bank 144 $34K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 140 $33.1K 0.01% -1 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 143 $33K 0.01% +5 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 140 $33K 0.01% +1 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 140 $32.7K 0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 135 $32K 0.01% -182 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 124 $29.2K 0.01% +63 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 124 $29.1K 0.01% +1 13F-HR Timeline Quarry LP More: the full row for Quarry LP 123 $29K 0.01% -54 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 122 $28.8K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 120 $28.3K 0.01% +3 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 120 $28.3K 0.01% new 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 115 $27.3K 0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 115 $27.1K 0.01% +2 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 111 $26.2K <0.01% +1 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 109 $25.8K <0.01% 0 13F-HR/A Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 107 $25.2K 0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 100 $25K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 103 $24.3K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 102 $24.1K 0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 100 $23.6K 0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 100 $23.6K 0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 100 $23.6K 0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 100 $23.6K <0.01% -75 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 100 $23.6K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 100 $23.6K 0.01% 0 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 100 $23.6K 0.01% 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 100 $23.6K 0.01% 0 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 100 $23.6K 0.02% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 99 $23K 0.01% -3 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 97 $22.9K <0.01% new 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 96 $22.6K <0.01% 0 13F-HR/A Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 95 $22.4K <0.01% -479 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 95 $22.3K 0.01% +1 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 94 $22.1K 0.01% -57 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 91 $21.6K <0.01% -114 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 87 $20.6K 0.01% +1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 86 $20.3K <0.01% +9 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 85 $20.2K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 85 $20K <0.01% -15 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 85 $20K 0.01% 0 13F-HR Timeline Group GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 80 $18.9K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 78 $18.4K 0.01% -100 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 77 $18.2K 0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 75 $17.8K 0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 74 $17.4K 0.01% 0 13F-HR Timeline Group Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 71 $16.7K 0.01% new 13F-HR/A Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 70 $16.5K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 70 $16.5K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 70 $16.5K <0.01% +7 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 69 $16.3K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 66 $15.6K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 61 $14.9K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 63 $14.9K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 62 $14.7K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 62 $14.6K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 60 $14.4K <0.01% -194 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 60 $14.1K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 59 $13.9K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 57 $13.4K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 57 $13K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 55 $13K <0.01% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 55 $13K 0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 48 $12.9K 0.02% 13F-HR/A Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 5,651 $12.8K 0.01% +5,597 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 53 $12.5K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 53 $12.5K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 53 $12.5K 0.01% +7 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 54 $12K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 50 $11.8K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 50 $11.8K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 50 $11.8K <0.01% +15 13F-HR/A Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 50 $11.8K 0.01% -11,316 13F-HR/A Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 50 $11.8K 0.01% -25 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 49 $11.6K <0.01% -8 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 47 $11.1K 0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 50 $11K 0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 46 $10.8K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 46 $10.8K <0.01% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 46 $10.8K <0.01% -156 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 45 $10.8K <0.01% -57 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 45 $10.6K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 45 $10.6K 0.01% 0 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 45 $10.6K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 44 $10.4K <0.01% new 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 44 $10.4K 0.02% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 43 $10.2K <0.01% -78 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 42 $9.87K 0.01% new 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 41 $9.67K 0.03% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 40 $9.43K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 40 $9.43K <0.01% -36 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 40 $9.43K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 38 $8.99K <0.01% +18 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 37 $8.72K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 37 $8.72K 0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 29 $8.38K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 35 $8.25K <0.01% -5 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 34 $8K <0.01% -101 13F-HR Timeline Group United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 34 $7.99K 0.01% 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 33 $7.81K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 33 $7.81K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 33 $7.78K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 32 $7.59K <0.01% 0 13F-HR Timeline Collier Financial More: the full row for Collier Financial 30 $7.07K 0.01% 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 30 $7.07K <0.01% new 13F-HR Timeline Group HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 30 $7.07K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 29 $7.03K <0.01% -1 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 33 $7K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 28 $6.94K 0.01% -529 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 29 $6.84K 0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 28 $6.6K <0.01% +2 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 28 $6.6K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 27 $6.37K <0.01% +3 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 27 $6.37K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 26 $6.13K <0.01% -1 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 24 $6.09K <0.01% +6 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 25 $5.89K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 25 $5.89K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 24 $5.66K <0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 24 $5.66K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 23 $5.47K <0.01% +3 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 23 $5.42K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 23 $5.38K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 21 $4.95K <0.01% -4 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 20 $4.72K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 20 $4.72K <0.01% +7 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 20 $4.72K <0.01% -21 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 19 $4.48K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 18 $4.4K <0.01% -46 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 18 $4.25K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 17 $4.01K <0.01% +1 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 16 $3.79K <0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 15 $3.54K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 15 $3.54K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 15 $3.54K <0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 15 $3.53K <0.01% -80 13F-HR Timeline Group