Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 4,124 $217K 0.1% new 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 4,124 $217K 0.12% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,119 $217K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,109 $216K <0.01% +597 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 3,466 $215K 0.02% new 13F-HR Timeline Group Joule Financial, LLC More: the full row for Joule Financial, LLC 4,088 $215K 0.07% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,063 $214K <0.01% -125 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 4,054 $213K 0.07% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,036 $212K 0.01% -746 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 4,020 $211K <0.01% new 13F-HR Timeline Group NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 4,017 $211K 0.05% new 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 4,012 $211K 0.11% 0 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 4,008 $211K 0.1% new 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,000 $210K 0.22% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,984 $210K 0.02% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,984 $210K 0.02% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 3,982 $209K 0.04% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,307 $209K 0.15% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3,996 $209K <0.01% +3,924 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,974 $209K 0.02% new 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 3,945 $207K 0.04% new 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 3,940 $207K 0.14% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,925 $206K 0.08% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,915 $206K <0.01% -1,109 13F-HR/A Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,911 $206K 0.05% +105 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 3,900 $205K 0.15% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,903 $205K 0.02% new 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 3,896 $205K 0.02% -1,611 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,895 $205K 0.07% +1,000 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 3,869 $203K <0.01% new 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,867 $203K 0.02% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,863 $203K 0.01% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,855 $203K 0.01% new 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,851 $203K 0.05% new 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,840 $202K 0.06% new 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 2,532 $202K 0.03% new 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 3,823 $201K 0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,808 $200K 0.01% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 3,805 $200K 0.08% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,771 $197K 0.08% +468 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3,495 $184K 0.04% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 3,354 $176K <0.01% -34 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,322 $175K 0.01% +63 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,230 $170K 0.07% +3,000 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,200 $168K 0.06% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3,158 $166K 0.02% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 3,139 $164K 0.01% +3,127 13F-HR Timeline Group Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 3,038 $160K 0.72% -475 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 3,000 $158K 0.04% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 2,935 $154K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,823 $154K 0.01% +786 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,777 $146K 0.02% -96 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 2,763 $145K 0.04% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,657 $140K 0.03% +2,531 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,615 $138K 0.01% +2,438 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,565 $135K 0.03% +197 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2,530 $133K 0.04% -6,047 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,474 $130K 0.08% +70 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,472 $130K 0.02% -1,483 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 2,422 $127K 0.02% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 2,424 $127K 0.01% -1,499 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,379 $123K 0.01% -757 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 2,284 $120K <0.01% +173 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,279 $120K 0.01% 0 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 2,271 $119K 0.01% new 13F-HR/A Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 2,220 $117K <0.01% 0 13F-HR/A Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,197 $116K 0.06% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,152 $113K 0.01% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 2,138 $112K <0.01% +319 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,120 $111K 0.06% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,109 $111K 0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 2,095 $110K 0.05% +4 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 2,100 $110K 0.02% -75,482 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,047 $108K 0.04% +11 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,017 $106K 0.08% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,967 $103K 0.05% -375 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 2,251 $101K <0.01% +744 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,915 $101K 0.05% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,891 $99.4K 0.02% +88 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,885 $99.1K 0.02% -144 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,867 $98.2K 0.01% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 1,852 $97.4K 0.04% +507 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,836 $96.6K <0.01% +532 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,831 $96.3K 0.04% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,803 $94.8K 0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,800 $94.7K 0.04% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 1,705 $89.7K 0.03% +1,501 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,687 $88.7K 0.04% +6 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,650 $86.8K 0.01% 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,575 $82.8K 0.04% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,550 $81.5K 0.01% +50 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,537 $80.8K <0.01% +43 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1,500 $79K 0.01% 0 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 1,500 $78.9K 0.06% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,469 $77.3K 0.01% -25,663 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,436 $76K <0.01% +297 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Legacies Wealth LLC More: the full row for Legacies Wealth LLC 1,444 $75.9K 0.05% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,147 $73.4K 0.01% -220 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,370 $72K 0.02% -330 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,388 $72K 0.01% -160 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,345 $71K 0.01% -19 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,326 $70K <0.01% -84 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,329 $69.9K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,314 $69.1K 0.08% +115 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,305 $68.6K 0.02% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,301 $68.4K 0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,300 $68.4K 0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 1,266 $66.6K 0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,219 $64.1K <0.01% +789 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,189 $62.5K 0.01% +6 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,164 $61.2K 0.02% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,155 $60.7K 0.04% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,118 $58.8K 0.01% +1 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,094 $57.5K 0.03% +1 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,081 $56.9K 0.01% +912 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,079 $56.7K 0.01% +7 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,061 $55.8K 0.07% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,049 $55.1K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,045 $55K 0.02% +300 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,023 $53.8K 0.03% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,001 $52.6K <0.01% -57 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1,000 $52.6K 0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,000 $52.6K 0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,000 $52.6K 0.04% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 1,000 $52.6K 0.02% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 1,000 $52.6K 0.04% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1,000 $52.6K 0.04% +977 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,002 $51.9K 0.02% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 964 $50.7K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 959 $50.4K 0.02% -25 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 948 $49.9K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 933 $49K <0.01% +395 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 925 $49K 0.02% -1,110 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 901 $47.4K 0.02% +1 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 900 $47.3K <0.01% 0 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 692 $45.5K 0.01% new 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 865 $45.5K 0.04% +123 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 861 $45.3K 0.01% -26 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 851 $44.8K 0.01% 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 838 $44.1K 0.01% -418 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 832 $43.8K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 830 $43.6K 0.01% -380 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 837 $43.4K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 821 $43.2K <0.01% -527 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 821 $43.2K 0.03% -56 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 819 $43.1K 0.01% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 791 $41.6K 0.02% -496 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 768 $40K 0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 755 $39.7K 0.02% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 747 $39.3K 0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 750 $39K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 741 $39K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 738 $38.9K 0.02% -142 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 732 $38.5K 0.03% 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 730 $38.4K <0.01% new 13F-HR/A Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 705 $37.1K 0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 701 $36.9K 0.01% -5 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 700 $36.8K 0.02% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 688 $36.2K <0.01% +8 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 657 $34.6K 0.01% -1 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 661 $34K 0.01% -66 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 640 $33.7K 0.02% -200 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 634 $33.3K <0.01% +130 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 631 $33.2K <0.01% -1,603 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 625 $32.3K 0.02% -1,264 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 600 $31.6K 0.02% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 595 $31.3K <0.01% 0 13F-HR Timeline Group West Oak Capital, LLC More: the full row for West Oak Capital, LLC 54,570 $28.7K 1.12% +6,335 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 531 $28K 0.02% -429 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 530 $27.9K <0.01% new 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 520 $27.3K 0.03% 0 13F-HR/A Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 519 $27.3K 0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 516 $27.1K 0.01% +339 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 500 $26.3K 0.01% -638 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 500 $26.3K 0.02% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 487 $25.6K 0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 485 $25.5K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 471 $24.8K 0.01% -34 13F-HR Timeline City State Bank More: the full row for City State Bank 456 $24K 0.01% -60 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 450 $23.7K 0.02% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 447 $23.5K 0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 440 $23.1K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 426 $22.4K <0.01% +2 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 424 $22.3K 0.01% +177 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 420 $22.1K 0.01% -114 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 405 $21.3K <0.01% -196 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 400 $21K 0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 399 $21K 0.01% -39 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 398 $20.9K 0.02% +7 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 387 $20.4K 0.01% +2 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 385 $20.2K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 382 $20.1K 0.01% +15 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 368 $19.4K 0.03% -1,250 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 367 $19K <0.01% -315 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 360 $18.9K 0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 345 $18.1K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 345 $18.1K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 321 $16.9K 0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 321 $16.9K 0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 320 $16.8K <0.01% +45 13F-HR Timeline