Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 694 $212K 0.61% new 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 693 $211K 0.06% new 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 694 $211K 0.1% -35 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 692 $211K 0.03% new 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 690 $210K 0.03% new 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 690 $210K 0.17% -45 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 689 $210K 0.01% new 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 689 $210K 0.06% -234 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 688 $210K <0.01% -279 13F-HR Timeline Group SFE Investment Counsel More: the full row for SFE Investment Counsel 686 $209K 0.04% new 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 685 $209K 0.12% new 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 683 $208K 0.16% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 681 $208K 0.01% 0 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 680 $207K 0.12% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 680 $207K 0.03% new 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 673 $207K 0.04% new 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 677 $206K 0.01% new 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 677 $206K 0.07% new 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 675 $206K 0.02% -325 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 674 $205K 0.07% new 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 671 $205K 0.04% new 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 668 $204K 0.11% +66 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 667 $203K 0.12% -5 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 666 $203K 0.01% new 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 666 $203K 0.11% new 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 665 $203K 0.02% new 13F-HR Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 665 $203K 0.17% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 663 $202K 0.13% -146 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 661 $201K 0.03% new 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 660 $201K 0.06% new 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 660 $201K 0.32% new 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 650 $201K 0.1% new 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 658 $201K 0.03% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 648 $200K 0.02% -31 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 657 $200K 0.04% new 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 655 $200K 0.09% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 653 $199K 0.03% +85 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 652 $199K 0.02% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 644 $196K 0.04% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 638 $194K 0.03% -541 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 627 $191K 0.04% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 619 $189K 0.23% +373 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 615 $187K 0.04% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 605 $184K <0.01% +574 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 600 $183K 0.01% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 600 $183K 0.11% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 600 $183K 0.18% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 599 $183K 0.01% +22 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 597 $182K 0.19% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 591 $180K 0.02% +555 13F-HR/A Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 588 $179K 0.01% -410 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 587 $177K 0.07% -1 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 573 $175K 0.14% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 570 $174K 0.05% 0 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 560 $171K <0.01% 0 13F-HR/A Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 548 $167K 0.05% +28 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 544 $166K 0.14% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 538 $164K 0.06% -2 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 535 $163K 0.08% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 528 $161K 0.06% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 526 $160K 0.02% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 525 $160K 0.1% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 524 $160K 0.04% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 523 $159K 0.02% -25 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 515 $157K 0.12% 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 500 $155K 0.03% new 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 505 $154K 0.02% 0 13F-HR Timeline RAMSEY QUANTITATIVE SYSTEMS More: the full row for RAMSEY QUANTITATIVE SYSTEMS 500 $152K 0.15% new 13F-HR/A Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 500 $152K 0.08% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 499 $152K 0.09% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 497 $152K 0.05% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 493 $150K 0.05% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 489 $149K 0.03% 0 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 473 $148K 0.04% -13,906 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 456 $139K 0.04% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 454 $138K 0.2% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 454 $138K 0.05% +16 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 450 $137K 0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 440 $134K 0.04% -5 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 432 $132K 0.09% +34 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 430 $131K 0.03% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 428 $130K 0.06% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 425 $130K 0.12% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 406 $124K 0.02% +56 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 395 $124K 0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 404 $123K 0.04% -62 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 402 $123K 0.04% +177 13F-HR Timeline Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 395 $120K 0.04% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 390 $119K 0.02% +240 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 385 $117K 0.07% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 378 $115K 0.03% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 375 $114K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 373 $114K 0.01% +50 13F-HR Timeline Group Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 370 $113K 0.04% +320 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 366 $112K 0.03% +17 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 366 $112K 0.09% 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 360 $110K 0.07% 0 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 360 $110K 0.1% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 358 $109K 0.11% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 320 $97.5K 0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 311 $97.4K 0.06% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 305 $93K 0.15% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 300 $91.4K 0.06% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 298 $90.8K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 297 $90.5K 0.03% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 295 $89.9K 0.04% +20 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 295 $89.9K 0.03% -210 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 291 $88.7K 0.01% +100 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 286 $87.2K 0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 285 $86.9K 0.02% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 285 $86.9K 0.02% -153 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 282 $86K 0.03% +82 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 280 $85.4K 0.05% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 275 $83.8K 0.01% +43 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 273 $83.2K 0.07% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 272 $82.9K 0.03% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 268 $81.7K 0.01% +18 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 265 $80.8K 0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 256 $79.1K 0.01% 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 259 $79K 0.01% +18 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 250 $76.2K 0.02% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 250 $76.2K <0.01% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 72 $74K 0.01% -809 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 242 $73.8K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 235 $71.6K 0.03% +2 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 230 $70.1K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 225 $69.2K 0.04% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 217 $66.1K <0.01% -208 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 215 $65.5K 0.02% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 212 $64.6K 0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 206 $62.8K 0.03% 0 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 201 $61.3K 0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 201 $61.3K 0.03% -198 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 196 $61K 0.01% +1 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 200 $61K 0.08% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 200 $61K 0.02% new 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 200 $61K 0.02% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 200 $61K 0.02% -800 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 196 $59.7K 0.03% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 190 $57.9K 0.01% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 190 $57.9K 0.03% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 190 $57.9K 0.03% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 190 $57.9K 0.03% +54 13F-HR Timeline Group Summer Road LLC More: the full row for Summer Road LLC 210 $56.9K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 185 $56.4K 0.03% +110 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 185 $56.4K 0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 171 $52.1K 0.02% +16 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 170 $51.8K 0.04% -14 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 170 $51.8K 0.04% new 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 170 $51.8K 0.03% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 167 $51K 0.01% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 163 $50.3K 0.03% 0 13F-HR Timeline QVR LLC More: the full row for QVR LLC 161 $49.1K 0.05% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 158 $48.2K <0.01% -41 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 158 $48.2K 0.05% +31 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 156 $47.6K 0.03% +122 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 152 $46.3K <0.01% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 150 $45.7K 0.04% 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 150 $45K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 140 $42.7K <0.01% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 137 $41.8K 0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 137 $41.8K 2.04% -25 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 132 $40.2K <0.01% -174 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 120 $37K 0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 121 $36.9K 0.01% -322 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 118 $36K 0.03% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 115 $35.1K 0.01% -5 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 113 $34.4K 0.03% 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 112 $34K 0.03% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 110 $33.5K 0.02% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 105 $32K 0.04% 0 13F-HR/A Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 102 $31.1K 0.01% 0 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 100 $30.5K <0.01% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 100 $30.5K 0.02% 0 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 100 $30.5K 0.02% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 98 $30.1K 0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 90 $27.4K 0.01% -29 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 87 $26.5K 0.02% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 85 $25.9K 0.02% 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 82 $25K 0.01% +13 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 81 $24.8K 0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 80 $24.5K 0.01% +5 13F-HR Timeline CNB Bank More: the full row for CNB Bank 80 $24.4K 0.01% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 75 $22.9K 0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 70 $21.3K 0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 65 $19.8K 0.01% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 65 $19.8K 0.01% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 62 $18.9K 0.01% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 60 $18.3K 0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 60 $18.3K 0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 57 $17.4K 0.01% -35 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 55 $16.8K <0.01% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 55 $16.8K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 50 $15.4K 0.01% new 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 50 $15.2K 0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 50 $15.2K 0.01% -204 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 50 $15.2K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 49 $14.9K 0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 48 $14.6K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 48 $14.6K 0.01% -1,146 13F-HR Timeline