PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,560 $446K 0.02% 0 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 1,559 $445K 0.05% +2 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,552 $443K 0.01% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,529 $437K <0.01% -9 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,520 $434K 0.1% +37 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,519 $434K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,509 $431K 0.02% +1 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,498 $428K <0.01% -37 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,473 $421K 0.28% -1,135 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,471 $420K 0.02% -161 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,444 $412K 0.1% +146 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 1,492 $412K 0.04% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,440 $411K 0.01% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,426 $407K <0.01% 0 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,426 $407K <0.01% -1,004 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,425 $407K <0.01% -76 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,420 $406K 0.02% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,408 $402K 0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,398 $399K 0.01% +966 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,363 $389K 0.02% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,341 $383K 0.02% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 1,339 $382K 0.05% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,317 $376K 0.02% new 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 1,314 $375K 0.1% -110 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 1,314 $375K 0.08% -657 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 1,301 $372K 0.28% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 1,299 $371K 0.14% +1 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 1,285 $367K 0.03% +163 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 1,283 $366K 0.24% -13 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,280 $366K 0.01% -66 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,273 $363K <0.01% +19 13F-HR Timeline Group Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 1,266 $362K 1.11% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,266 $362K <0.01% +551 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,264 $361K <0.01% -108 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,261 $360K 0.07% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,260 $360K 0.01% -102 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,258 $359K 0.03% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,238 $354K 0.02% +27 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,236 $353K <0.01% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,232 $352K 0.02% +47 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,203 $344K <0.01% -804 13F-HR Timeline Group RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,199 $342K 0.02% 0 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 1,195 $341K 0.24% new 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 1,190 $340K 0.04% -130 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,170 $334K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,157 $330K 0.04% +1 13F-HR Timeline Group Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 1,149 $328K 0.16% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 1,147 $328K 0.27% new 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 1,136 $324K 0.04% +44 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,116 $319K 0.02% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,112 $318K 0.01% -231 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,089 $311K 0.02% +1 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 1,079 $308K <0.01% new 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 1,078 $308K 0.2% new 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,077 $308K 0.01% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,060 $303K <0.01% +85 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 1,059 $302K 0.14% 0 13F-HR/A Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 1,058 $302K 0.09% 0 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1,045 $298K 0.07% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 1,042 $298K 0.05% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,038 $296K +7 Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,036 $296K 0.01% -82 13F-HR Timeline Group Financial Council, LLC More: the full row for Financial Council, LLC 1,036 $296K 0.1% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,034 $295K 0.03% 0 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,028 $294K 0.02% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,037 $290K 0.04% 0 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 1,014 $290K 0.17% +1 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 997 $285K 0.1% -25 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 993 $284K 0.03% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 983 $281K 0.02% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 981 $280K 0.01% +17 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 977 $279K 0.04% -510 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 968 $276K <0.01% 0 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 966 $276K 0.04% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 990 $276K 0.02% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 950 $266K 0.01% -78 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 915 $261K new Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 912 $260K 0.02% -74 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 910 $260K 0.13% new 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 906 $259K 0.12% new 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 906 $259K 0.14% -99 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 894 $255K 0.07% new 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 893 $255K 0.08% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 890 $254K 0.01% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 885 $253K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 874 $250K 0.02% -2 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 873 $249K 0.22% new 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 867 $248K 0.05% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 866 $247K 0.01% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 864 $247K 0.05% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 863 $246K <0.01% new 13F-HR Timeline Group Applied Capital LLC More: the full row for Applied Capital LLC 856 $245K 0.08% new 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 854 $244K 0.05% new 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 850 $243K 0.11% new 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 841 $240K 0.03% new 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 839 $240K 0.03% -130 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 837 $239K 0.06% 0 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 836 $239K 0.05% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 827 $236K <0.01% new 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 825 $236K 0.16% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 810 $231K 0.02% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 801 $229K 0.03% -28 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 801 $229K 0.09% new 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 800 $228K 0.71% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 815 $225K 0.05% new 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 784 $225K 0.12% 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 777 $222K 0.05% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 777 $222K 0.01% -4,497 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 773 $221K 0.02% new 13F-HR/A Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 771 $220K 0.09% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 767 $219K 0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 760 $217K 0.01% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 752 $215K 0.03% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 750 $214K <0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 750 $214K 0.04% -172 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 750 $214K 0.07% new 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 750 $214K 0.14% -222 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 744 $213K 0.03% 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 744 $212K 0.03% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 745 $212K 0.07% new 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 737 $210K 0.1% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 735 $210K 0.01% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 732 $209K <0.01% new 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 727 $208K <0.01% new 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 726 $207K 0.07% new 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 705 $201K 0.02% new 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 705 $201K 0.02% new 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 705 $201K 0.17% new 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 705 $201K 0.17% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 696 $199K <0.01% +43 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 676 $193K 0.03% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 671 $192K <0.01% -22,795 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 648 $185K 0.02% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 643 $184K 0.15% 0 13F-HR/A Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 609 $174K 0.02% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 606 $173K 0.04% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 545 $156K 0.04% +1 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 537 $153K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 534 $152K 0.02% +1 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 545 $152K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 508 $145K 0.03% -242 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 500 $143K <0.01% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 486 $139K 0.06% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 450 $129K 0.02% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 438 $125K 0.07% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 438 $125K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 410 $117K <0.01% 0 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 402 $114K 0.1% +1 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 355 $101K <0.01% 0 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 346 $98.8K 0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 345 $98.5K 0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 344 $98.1K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 340 $97.1K 0.04% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 521 $96.5K 0.03% +389 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 335 $95.7K 0.03% +40 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 317 $90.5K 0.07% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 310 $88.5K 0.05% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 312 $86.7K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 300 $85.7K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 274 $78.2K <0.01% +130 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 268 $76.5K <0.01% 0 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 265 $75.7K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 262 $74.8K 0.01% +1 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 262 $74.7K 0.02% -133 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 260 $74.3K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 245 $70.1K 0.01% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 239 $66.9K <0.01% new 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 230 $65.8K <0.01% -129 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 230 $65.7K 0.01% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 240 $65.4K 0.03% 0 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 217 $62K 0.04% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 216 $61.7K 0.03% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 210 $60K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 210 $60K <0.01% 0 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 206 $58.8K 0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 201 $57.4K 0.02% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 200 $57.1K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 178 $50.8K 0.01% -171 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 173 $49.3K <0.01% +5 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 166 $47.6K 0.01% +166 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 159 $45.4K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 143 $40.8K 0.04% new 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 139 $39.7K 0.02% 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 138 $39.4K 0.01% +6 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 133 $38K <0.01% -43 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 133 $37.2K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 116 $33.2K 0.01% -1,803 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 114 $32.6K 0.02% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 108 $30.8K 0.02% +30 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 106 $30.2K 0.02% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 100 $28.6K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 100 $28.6K <0.01% 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 100 $28.6K <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 96 $27.3K 0.01% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 89 $25.4K 0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 89 $25.3K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 81 $23.2K 0.02% +37 13F-HR Timeline MOTCO More: the full row for MOTCO 77 $22K <0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 77 $22K <0.01% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 73 $20.8K <0.01% 0 13F-HR Timeline