Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 5,209 $275K 0.02% -2,315 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 5,176 $273K 0.02% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 5,176 $273K 0.08% -14 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,159 $272K <0.01% +1,925 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,151 $272K 0.02% +2,086 13F-HR Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 5,125 $270K 0.04% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,091 $269K 0.02% -285 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 5,073 $268K 0.28% -417 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 5,050 $266K 0.03% -3,450 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 5,050 $266K 0.16% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,035 $266K 0.01% +250 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,026 $265K <0.01% -335 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,008 $264K 0.01% -28 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 5,000 $264K 0.08% 0 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 5,000 $264K 0.05% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,962 $263K <0.01% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,446 $261K 0.02% +400 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,831 $255K 0.01% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 5,072 $255K 0.1% -48 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,809 $254K 0.01% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 4,794 $253K 0.05% -1,051 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 4,756 $251K 0.03% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 4,743 $250K 0.02% -70 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,717 $249K 0.03% -1,017 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 4,710 $248K 0.1% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,695 $248K 0.02% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,675 $247K 0.01% -3,125 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 4,665 $246K 0.07% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,608 $243K 0.01% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 4,588 $242K <0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 4,583 $242K 0.18% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,581 $242K <0.01% -55 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 4,550 $240K 0.16% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 4,546 $240K 0.03% -1,008 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 4,543 $240K 0.06% -12 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 4,538 $239K 0.04% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,529 $239K 0.01% -260 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 4,504 $238K 0.1% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,054 $237K 0.02% -192 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 4,396 $236K 0.09% +216 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 4,464 $236K 0.07% 0 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 4,424 $233K 0.09% 0 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 4,423 $233K 0.11% new 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 4,291 $233K 0.09% -4,484 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 4,385 $231K 0.04% +142 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,355 $231K 0.05% +150 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 4,284 $226K 0.04% 0 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 4,271 $225K 0.15% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,253 $224K <0.01% -2,329 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,234 $223K <0.01% +3,167 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 4,205 $222K 0.01% +650 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,201 $222K 0.01% -1,225 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 4,161 $220K <0.01% +1,458 13F-HR Timeline Group FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 4,099 $216K 0.08% +845 13F-HR/A Timeline Group NFSG Corp More: the full row for NFSG Corp 4,082 $215K 0.04% -1,100 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 4,060 $214K 0.07% 0 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 4,047 $214K 0.05% -10 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 4,041 $213K 0.05% 0 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 4,038 $213K 0.09% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 4,036 $213K 0.02% -484 13F-HR Timeline Group PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 4,033 $213K 0.12% 0 13F-HR/A Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 3,957 $209K 0.05% 0 13F-HR Timeline VectorGlobal IAG, Inc. More: the full row for VectorGlobal IAG, Inc. 3,879 $205K 0.05% 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 3,837 $202K 0.03% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 3,833 $202K 0.01% +669 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,819 $201K 0.01% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 3,817 $201K 0.05% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 3,801 $200K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,789 $200K 0.01% +195 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,560 $188K <0.01% +140 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,285 $173K 0.04% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,284 $173K 0.01% +9 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,204 $169K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,031 $161K 0.01% -200 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 2,914 $150K 0.12% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,790 $147K <0.01% +1,142 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,670 $141K 0.01% -640 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,461 $138K 0.04% -6 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,427 $128K <0.01% -350 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,399 $127K 0.02% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,295 $121K <0.01% -325 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,256 $119K <0.01% +10 13F-HR/A Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,184 $119K <0.01% 0 13F-HR Timeline Wilmar Advisors LLC More: the full row for Wilmar Advisors LLC 2,200 $116K 0.1% -4,300 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,195 $116K 0.03% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2,168 $114K 0.03% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,145 $113K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,097 $111K 0.04% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,003 $106K 0.07% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1,765 $104K 0.07% -125 13F-HR/A Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,896 $100K 0.03% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,835 $96.8K 0.05% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,823 $96K 0.01% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 1,750 $92.3K 0.03% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,710 $90.2K -200 Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,642 $87.1K 0.04% +1,142 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,648 $86.9K <0.01% new 13F-HR/A Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,550 $81.8K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,512 $79.8K 0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 1,450 $76.5K 0.05% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,444 $76.2K 0.01% -1,700 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,418 $74.8K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,417 $74.8K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,397 $73.7K <0.01% +956 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,352 $71.3K 0.02% -35 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,300 $68.6K <0.01% 0 13F-HR Timeline Group POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 1,259 $66.4K 0.08% +20 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 1,183 $62.4K 0.02% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 1,274 $62.4K 0.02% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,141 $60.2K <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 1,061 $56K <0.01% +90 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,049 $55.3K 0.02% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,006 $53.1K 0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,002 $52.9K 0.03% -300 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 1,000 $52.8K 0.05% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 986 $52K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 950 $50.1K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 778 $49.4K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 920 $48.5K 0.01% -60 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 904 $47.7K <0.01% +704 13F-HR Timeline Group Intesa Sanpaolo S.p.A. in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo S.p.A. 871 $46K <0.01% 0 13F-HR Timeline Group 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 833 $43.9K <0.01% 0 13F-HR Timeline Group Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 784 $41.4K 0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 776 $40.9K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 750 $39.6K 0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 737 $38.9K 0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 726 $38.3K <0.01% +601 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 723 $38.1K 0.02% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 643 $38.1K 0.01% +3 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 710 $37.5K 0.03% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 710 $37K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 700 $36.9K 0.02% -129 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 677 $35.7K 0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 675 $35.6K <0.01% 0 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 676 $35K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 657 $34.7K <0.01% -5 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 618 $32.6K 0.02% 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 573 $30.2K 0.01% +66 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 568 $30K <0.01% -145 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 547 $28.3K <0.01% -775 13F-HR/A Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 517 $27.3K 0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 511 $27K 0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 503 $26.5K 0.01% +500 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 502 $26.5K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 500 $26.4K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 500 $26.4K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 496 $26.2K <0.01% 0 13F-HR Timeline Group Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 500 $26K 0.02% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 415 $25.8K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 480 $25.3K <0.01% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 468 $24.7K 0.02% -156 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 464 $24.5K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 448 $23.6K 0.01% +90 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 445 $23.5K <0.01% +5 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 427 $22.5K 0.01% 0 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 425 $22.4K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 400 $21.5K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 400 $21.1K <0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 385 $20.3K 0.02% -27,100 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 361 $19K <0.01% new 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 440 $19K 0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 359 $18.9K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 353 $18.6K 0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 327 $17.3K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 327 $17.3K 0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 314 $16.6K 0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 308 $16.2K 0.01% 0 13F-HR/A Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 300 $15.8K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 300 $15.8K 0.01% new 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 300 $15.8K 0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 292 $15.4K <0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 292 $15.4K 0.01% +67 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 280 $14.8K <0.01% -195 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 275 $14.5K 0.07% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 273 $14.4K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 270 $14.2K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 269 $14.2K <0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 265 $14K 0.01% +215 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 264 $13.9K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 260 $13.7K <0.01% -1,092 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 251 $13.2K 0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 236 $12.5K 0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 235 $12.4K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 229 $12.1K 0.01% +31 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 228 $12K <0.01% -7,781 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 227 $12K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 224 $11.8K 0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 210 $11.1K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 209 $11K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 206 $10.9K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 205 $10.8K <0.01% 0 13F-HR Timeline Trask Adam Roland More: the full row for Trask Adam Roland 200 $10.6K 0.01% 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 182 $10.4K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 192 $10K <0.01% 0 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 186 $9.81K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 184 $9.71K <0.01% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 175 $9.23K 0.01% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 170 $8.97K 0.01% 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 166 $8.76K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 162 $8.55K 0.01% -708 13F-HR Timeline