Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,151 $64.2K 0.02% -21 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,131 $63.1K 0.01% +887 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,120 $62.5K <0.01% new 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,114 $62.2K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,089 $60.8K 0.01% +88 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,081 $60.3K <0.01% +665 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,080 $60.3K <0.01% -129 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,054 $58.8K 0.03% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,042 $58.1K 0.02% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 998 $55.3K 0.01% +781 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 985 $55K <0.01% -6,620 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 984 $54.9K <0.01% +114 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 876 $48.9K 0.02% 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 873 $48.7K 0.04% +64 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 872 $48.7K 0.02% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 857 $47.8K 0.03% -148 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 847 $47.6K <0.01% +81 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 844 $47.1K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 824 $46K 0.01% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 800 $45K <0.01% 0 13F-HR Timeline Group Trust Co More: the full row for Trust Co 779 $43.5K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 776 $43.3K 0.01% new 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 773 $43.1K 0.03% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 745 $42.7K 0.01% -8 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 754 $42.1K 0.01% -6 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 743 $42K 0.03% +545 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 735 $41K 0.03% +564 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 725 $40.5K 0.01% 0 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 723 $40.3K <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 722 $40.3K 0.01% -41 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 716 $40K 0.02% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 709 $39.6K <0.01% -4,116 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 704 $39K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 690 $38.5K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bank of New Hampshire More: the full row for Bank of New Hampshire 685 $38.2K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 683 $38.1K <0.01% +401 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 645 $36K <0.01% 0 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 603 $34K <0.01% -227 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 606 $33.8K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 600 $33.5K <0.01% -600 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 550 $30.7K <0.01% -171 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 550 $30.7K 0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 550 $30.7K 0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 508 $28.3K 0.01% -20 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 19,784 $28.3K <0.01% +95 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 500 $27.9K <0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 500 $27.9K 0.02% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 495 $27.6K <0.01% +132 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 486 $27.1K 0.02% new 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 484 $27K 0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 480 $27K 0.01% +460 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 469 $26.2K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 455 $25.4K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 448 $25K 0.02% +326 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 435 $24.3K <0.01% -5,735 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 434 $24.2K 0.01% +122 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 430 $24K 0.01% +299 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 426 $23.8K 0.02% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 408 $22.8K 0.01% new 13F-HR Timeline ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 400 $22.3K 0.01% +270 13F-HR Timeline Group Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 408 $22.3K <0.01% -9,170 13F-HR Timeline Group Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 395 $22.2K 0.03% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 395 $22K 0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 382 $21.3K 0.01% +82 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 380 $21.2K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 376 $21K <0.01% +335 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 368 $20.5K 0.02% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 355 $19.8K 0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 343 $19.1K <0.01% -7,226 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 337 $18.8K <0.01% -1,719 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 330 $18.4K 0.01% -4 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 328 $18.3K <0.01% -50 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 320 $17.9K <0.01% -124 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 318 $17.7K <0.01% -31 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 310 $17.3K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 308 $17.2K <0.01% -4 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 289 $16.1K <0.01% -168 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 296 $16K <0.01% +186 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 284 $16K <0.01% -141 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 276 $15.4K <0.01% -59 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 275 $15.3K <0.01% -286 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 275 $15.3K 0.01% 0 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 270 $15.1K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 266 $14.8K <0.01% new 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 257 $14.3K <0.01% +28 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 250 $13.9K <0.01% 0 13F-HR Timeline Group Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 244 $13.6K 0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 200 $13.4K 0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 240 $13.4K <0.01% -51 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 229 $12.8K <0.01% -109 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 229 $12.8K 0.01% +208 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 228 $12.7K 0.01% +151 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 226 $12.6K 0.01% +131 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 225 $12.6K <0.01% +218 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 223 $12.4K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 220 $12.3K <0.01% +71 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 220 $12.3K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 217 $12.1K <0.01% +197 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 214 $11.9K <0.01% -633 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 213 $11.9K 0.01% +98 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 209 $11.7K <0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 211 $11.4K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 202 $11.3K <0.01% +77 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 200 $11.2K <0.01% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 198 $11K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 197 $11K 0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 196 $10.9K <0.01% +22 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 194 $10.8K <0.01% +118 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 190 $10.6K 0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 182 $10.2K <0.01% new 13F-HR/A Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 181 $10.1K <0.01% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 181 $10.1K <0.01% +92 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 180 $10K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 182 $10K <0.01% -29 13F-HR Timeline Group Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 182 $10K 0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 175 $9.77K 0.01% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 175 $9.77K <0.01% -4,547 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 171 $9.54K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 165 $9K <0.01% -1,200 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 161 $8.98K <0.01% +12 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 157 $8.76K <0.01% +97 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 157 $8.76K <0.01% -15 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 152 $8.48K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 149 $8.31K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 148 $8.26K <0.01% -71 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 147 $8.2K <0.01% +127 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 143 $8K <0.01% +104 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 143 $7.98K <0.01% new 13F-HR/A Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 140 $7.81K <0.01% new 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 134 $7.48K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 132 $7.37K <0.01% -100 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 131 $7.31K <0.01% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 129 $7.2K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 130 $7K <0.01% +101 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 123 $6.86K <0.01% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 31 $6.85K <0.01% -50 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 120 $6.7K <0.01% -254 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 118 $6.58K 0.01% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 116 $6.47K <0.01% -83 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 115 $6.42K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 110 $6.14K <0.01% +92 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 100 $5.58K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 100 $5.58K <0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 93 $5.19K <0.01% 0 13F-HR/A Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 95 $5.19K <0.01% +8 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 92 $5.13K <0.01% -36 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 90 $5.02K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 90 $5.02K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 90 $5.02K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 84 $5K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 89 $4.97K <0.01% -48 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 88 $4.91K <0.01% -711 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 88 $4.91K <0.01% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 85 $4.74K <0.01% +6 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 83 $4.63K <0.01% -918 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 80 $4.46K <0.01% -11 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 78 $4.35K <0.01% +1 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 78 $4.35K <0.01% new 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 74 $4.13K <0.01% +64 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 224 $4.01K 0.07% -45 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 68 $3.79K <0.01% -148 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 67 $3.74K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 67 $3.74K <0.01% +28 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 64 $3.57K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 63 $3.52K <0.01% -35 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 61 $3.4K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 57 $3.18K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 51 $2.85K 0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 50 $2.79K <0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 50 $2.79K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 50 $2.79K <0.01% -7 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 49 $2.73K <0.01% +42 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 48 $2.69K <0.01% +32 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 46 $2.57K <0.01% +40 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 45 $2.51K <0.01% +17 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 42 $2.34K <0.01% +8 13F-HR/A Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 41 $2.29K 0.04% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 40 $2.23K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 38 $2.12K <0.01% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 37 $2.06K <0.01% -100 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 36 $2.01K <0.01% new 13F-HR Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 36 $2K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 35 $1.95K <0.01% 0 13F-HR Timeline Group Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 35 $1.94K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 30 $1.67K <0.01% +12 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 30 $1.67K <0.01% +12 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 29 $1.62K <0.01% -9 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 27 $1.51K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 25 $1.4K <0.01% -1 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 25 $1.4K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 25 $1.39K <0.01% -20 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 24 $1.34K <0.01% -2,194 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 21 $1.17K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 20 $1.12K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 20 $1.12K <0.01% new 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 20 $1.12K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 19 $1.06K <0.01% -54 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 19 $1.06K <0.01% new 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 19 $1.06K <0.01% -17 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 18 $1K <0.01% 0 13F-HR Timeline