AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 545 $201K 0.02% +29 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 543 $200K 0.07% +4 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 543 $200K 0.04% +27 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 537 $198K 0.05% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 536 $197K 0.05% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 525 $193K 0.08% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 521 $192K 0.04% +140 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 511 $188K 0.18% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 505 $186K <0.01% +353 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 500 $184K 0.12% +13 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 500 $184K 0.08% 0 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 500 $184K 0.1% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 500 $184K 0.07% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 493 $182K 0.04% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 490 $181K 0.12% +4 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 489 $180K 0.03% 0 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 488 $180K 0.09% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 480 $177K 0.01% -48 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 478 $176K 0.05% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 467 $173K 0.08% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 468 $172K 1.56% +6 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 451 $170K 0.08% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 458 $169K 0.04% 0 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 456 $168K 0.04% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 451 $166K 0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 450 $166K 0.12% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 443 $163K 0.02% -55 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 443 $163K 0.03% +13 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 442 $163K 0.03% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 432 $159K 0.03% +39 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 432 $159K 0.13% +50 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 431 $159K 0.11% 0 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 422 $155K 0.01% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 411 $151K 0.01% 0 13F-HR/A Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 397 $146K 0.01% -37 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 397 $146K 0.02% -57 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 396 $146K 0.06% +335 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 394 $145K 0.05% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 389 $143K 0.07% +124 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 386 $142K 0.01% 0 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 386 $142K 0.12% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 375 $138K 0.01% -19 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 366 $136K 0.02% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 363 $134K 0.02% -21 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 361 $133K 0.01% +75 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 360 $133K 0.06% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 358 $132K 0.09% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 356 $131K 0.04% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 355 $131K 0.07% -205 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 355 $131K 0.06% +60 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 350 $129K 0.02% -230 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 350 $129K 0.01% 0 13F-HR Timeline Core Capital Management & Research, inc. More: the full row for Core Capital Management & Research, inc. 300 $127K 0.07% 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 332 $126K 0.14% -30 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 335 $123K 0.04% 0 13F-HR Timeline Summer Road LLC More: the full row for Summer Road LLC 334 $123K 0.08% +84 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 333 $123K 0.06% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 314 $116K 0.01% -8 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 306 $113K 0.03% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 303 $112K 0.05% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 302 $111K 0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 300 $111K 0.06% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 300 $111K 0.1% -300 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 298 $110K 0.03% +46 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 250 $108K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 290 $107K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 288 $106K 0.05% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 263 $105K 0.03% +18 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 256 $104K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 279 $103K 0.02% -52 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 275 $101K 0.04% +105 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 273 $101K 0.07% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 270 $99.5K 0.06% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 265 $97.6K 0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 265 $97.6K 0.03% +172 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 265 $97.6K 0.08% 0 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 260 $95.8K 0.04% -240 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 250 $92.1K 0.01% -229 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 237 $87.3K 0.03% +50 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 231 $85.1K <0.01% +200 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 226 $83.3K 0.02% -37 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 220 $81K 0.01% -230 13F-HR/A Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 218 $80.3K 0.01% -12 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 217 $79.9K 0.02% +52 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 217 $79.9K 0.03% -2 13F-HR/A Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 215 $79.2K 0.04% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 211 $77.7K <0.01% 0 13F-HR Timeline Group HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 211 $77.7K 0.04% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 209 $77K 0.02% -108 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 206 $75.9K 0.02% +136 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 205 $75.5K 0.03% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 205 $75.5K 0.1% -70 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 196 $72.2K 0.04% -21 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 195 $71.8K 0.03% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 193 $71.1K 0.38% -6 13F-HR Timeline Burnham & Co LLC More: the full row for Burnham & Co LLC 193 $71.1K 0.06% 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 192 $70.7K 0.02% -3 13F-HR Timeline Vanguard National Trust Co in group VANGUARD GROUP INC More: the full row for Vanguard National Trust Co 188 $69.3K <0.01% 0 13F-HR Timeline Group Burk Holdings LLC More: the full row for Burk Holdings LLC 182 $67K 0.02% -23 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 257 $65K <0.01% -779 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 177 $65K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 172 $63.4K 0.04% -373 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 171 $63K 0.02% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 167 $61.5K 0.04% 0 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 161 $59.3K 0.03% -44 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 159 $58.6K 0.03% -5 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 155 $57.1K 0.04% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 154 $56.7K 0.04% -45 13F-HR Timeline Aventus Investment Advisors, Inc. 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More: the full row for 4Thought Financial Group Inc. 125 $46.1K 0.02% +43 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 121 $44.8K 0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 120 $44.2K 0.03% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 120 $44K 0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 115 $42K 0.03% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 112 $41.3K <0.01% 0 13F-HR Timeline NBH Bank More: the full row for NBH Bank 112 $41.3K 0.02% 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 113 $41K 0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 111 $40.9K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 111 $40.9K 0.01% -22 13F-HR Timeline Group Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 110 $40.5K 0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 109 $40.2K 0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 107 $40.1K 0.01% +3 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 105 $38.7K 0.03% 0 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 100 $36.8K <0.01% 0 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 100 $36.8K <0.01% -11,910 13F-HR Timeline Group ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 100 $36.8K 0.02% -1 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 100 $36.8K 0.02% 0 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 100 $36.8K 0.01% -2,090 13F-HR Timeline BAYBAN More: the full row for BAYBAN 100 $36.8K 0.03% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 100 $36.8K 0.03% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 99 $36.5K 0.02% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 99 $36.5K -7,095 Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 93 $34.3K 0.01% -20 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 90 $33.2K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 87 $32K 0.02% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 86 $31.7K 0.01% -44 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 86 $31.7K 0.02% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 82 $30.2K 0.01% +4 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 82 $30.2K 0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 82 $30.2K 0.02% -3 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 81 $29.8K 0.01% -10 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 80 $29.5K 0.01% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 79 $29.1K <0.01% +24 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 79 $29.1K 0.01% +6 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 67 $24.7K 0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 67 $24.7K 0.6% -75 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) 65 $23.9K <0.01% +28 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 65 $23.9K 0.01% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 65 $23.9K 0.01% 0 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 65 $23.8K 0.02% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 62 $22.8K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 62 $22.8K 0.01% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 60 $22.1K 0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 60 $22.1K 0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 59 $21.7K 0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 59 $21.7K 0.02% new 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 59 $21.7K 0.02% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 57 $21K 0.01% -281 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 57 $21K 0.01% -4 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 53 $19.5K 0.02% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 51 $18.8K 0.01% -55 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 51 $18.8K <0.01% 0 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 50 $18.4K 0.02% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 50 $18.4K 0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 48 $17.7K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 48 $17.7K 0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 46 $16.9K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 45 $16.6K 0.01% -124 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 44 $16.2K 0.06% 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 41 $15.1K 0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 39 $14.4K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 35 $12.9K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 34 $12.5K 0.01% -200 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 32 $11.8K <0.01% 0 13F-HR Timeline Schuylkill Financial LLC More: the full row for Schuylkill Financial LLC 32 $11.8K 0.01% 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 31 $11K 0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 25 $9.98K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 25 $9.21K <0.01% new 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 24 $9K <0.01% new 13F-HR Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 22 $8.1K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 20 $7.37K <0.01% -35 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 20 $7.37K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 20 $7.37K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 20 $7.37K <0.01% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 17 $6.41K <0.01% new 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 16 $5.89K <0.01% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 16 $5.89K <0.01% -321 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 15 $5.66K 0.05% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 12 $4.42K <0.01% 0 13F-HR Timeline