Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,711 $222K 0.03% +239 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,707 $222K 0.02% new 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,700 $221K 0.06% new 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 2,684 $220K 0.02% new 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,672 $219K <0.01% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,671 $219K 0.03% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,664 $219K 0.03% new 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 2,652 $218K 0.02% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,645 $217K 0.02% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,631 $216K 0.03% new 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 2,630 $216K 0.09% -1,378 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,621 $215K 0.01% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,617 $215K 0.01% new 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 2,600 $213K 0.09% new 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 2,598 $213K 0.02% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,699 $212K 0.01% -9,105 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,562 $210K 0.04% new 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,559 $210K 0.04% new 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 2,550 $209K 0.05% new 13F-HR Timeline S&CO INC More: the full row for S&CO INC 2,550 $209K 0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,547 $209K 0.01% -68 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,547 $209K 0.1% new 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 2,541 $208K 0.04% new 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 2,532 $208K 0.03% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,525 $207K 0.08% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,520 $207K 0.01% -1,641 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,500 $205K 0.01% -2,500 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 2,500 $205K 0.05% new 13F-HR Timeline EHP Funds Inc. More: the full row for EHP Funds Inc. 2,495 $205K 0.27% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,481 $204K <0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,480 $203K 0.01% new 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 2,477 $203K 0.02% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,474 $203K 0.11% 0 13F-HR Timeline Vinland Capital Management Gestora de R… More: the full row for Vinland Capital Management Gestora de Recursos LTDA. 2,470 $203K 2.61% new 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 2,470 $203K 0.05% new 13F-HR/A Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,465 $202K 0.04% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,462 $202K <0.01% +1,026 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LongView Wealth Management More: the full row for LongView Wealth Management 2,461 $202K 0.05% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,458 $202K 0.01% new 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 2,450 $201K 0.13% new 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 2,449 $201K 0.1% new 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 2,445 $201K 0.01% new 13F-HR Timeline Monolith Management Ltd More: the full row for Monolith Management Ltd 2,400 $197K 0.09% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 2,371 $194K 0.02% -13,529 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 2,328 $191K 0.03% -7,162 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,279 $187K 0.01% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 2,220 $182K 0.01% 0 13F-HR Timeline Group OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 2,499 $174K <0.01% +248 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,984 $173K 0.12% -213 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,094 $172K 0.11% +77 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,086 $171K 0.01% -66 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,069 $170K 0.06% +382 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2,067 $170K 0.04% -463 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,054 $169K 0.06% +7 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 2,100 $167K 0.16% -11,800 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,915 $157K 0.07% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,867 $153K 0.01% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 1,852 $152K 0.06% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,844 $151K 0.05% +1,325 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,831 $150K 0.06% 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 1,810 $148K <0.01% -328 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 1,805 $148K 0.06% -162 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,800 $148K 0.06% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,766 $145K 0.02% -37 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,740 $143K 0.06% +1,100 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 1,705 $140K 0.04% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,699 $139K 0.01% -137 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,659 $136K 0.04% -23,524 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,652 $135K 0.01% -1,670 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,614 $132K <0.01% +77 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,600 $131K 0.03% +230 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,575 $129K 0.06% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,550 $127K 0.02% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 1,522 $125K 0.05% -573 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1,500 $123K 0.02% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,474 $121K 0.09% +1,356 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,459 $120K <0.01% new 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 1,456 $119K 0.02% +68 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 1,450 $119K 0.07% 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 1,444 $118K 0.08% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,427 $117K 0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,345 $110K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,329 $109K <0.01% 0 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,326 $109K 0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,305 $107K 0.03% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,301 $107K 0.02% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,300 $107K 0.02% 0 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,271 $104K 0.03% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,260 $103K 0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,147 $102K 0.02% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,233 $101K 0.01% +1,200 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,193 $97.9K 0.01% +4 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,190 $97.6K 0.01% +111 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,164 $95.5K 0.03% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,155 $94.7K 0.06% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,143 $93.8K 0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,118 $91.7K 0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,094 $89.7K 0.04% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,092 $89.6K <0.01% +91 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,089 $89.3K 0.01% +40 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,061 $87K 0.11% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,023 $83.9K 0.04% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,002 $83.3K 0.03% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,007 $82.6K 0.01% -74 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,000 $82K 0.02% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,000 $82K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 1,000 $82K 0.02% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 1,000 $82K 0.06% 0 13F-HR Timeline Collier Financial More: the full row for Collier Financial 967 $79.4K 0.06% 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 964 $79K 0.02% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 950 $77.9K <0.01% +129 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 948 $77.8K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 947 $77.7K 0.03% -12 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 925 $76K 0.02% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 901 $73.9K 0.02% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 900 $73.8K <0.01% 0 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 889 $72.9K 0.08% -425 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 881 $72K <0.01% -52 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 867 $71.1K 0.01% +367 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 865 $71K 0.01% +46 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 857 $70.3K 0.01% -4 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 851 $69.8K 0.02% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 841 $69K 0.02% +3 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 840 $68.9K 0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 833 $68.3K 0.01% +1 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 832 $68.2K 0.02% +175 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 821 $67.3K 0.05% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 794 $65.2K 0.03% +3 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 773 $63.4K 0.03% +35 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 768 $63K 0.02% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 756 $62K 0.12% -9,947 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 751 $61.6K 0.01% -294 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 747 $61.3K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 741 $60.8K 0.02% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 732 $60K 0.04% 0 13F-HR Timeline Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 703 $57.7K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 691 $56.7K 0.01% -10 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 688 $56.4K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 671 $56.1K 0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 674 $55.3K 0.03% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 667 $54K 0.02% +6 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 650 $53.4K 0.01% +134 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 631 $51.8K <0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 600 $49.2K 0.04% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 595 $48.8K <0.01% 0 13F-HR Timeline Group STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 588 $48.2K 0.02% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 587 $48.2K 0.01% +100 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 550 $45.1K 0.03% +300 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 542 $45K 0.02% +11 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 522 $42.8K 0.02% -537 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 52,130 $42.8K 1.7% -2,440 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 513 $42K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 488 $40.1K 0.01% +101 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 478 $39.2K 0.02% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 476 $39.1K 0.01% +5 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 450 $38.3K 0.01% +250 13F-HR Timeline City State Bank More: the full row for City State Bank 456 $37.4K 0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 453 $37.2K 0.02% -32 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 447 $36.7K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 433 $35.5K 0.01% +7 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 425 $34.8K 0.01% +26 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 424 $34.8K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 421 $34.5K 0.01% +1 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 405 $33.2K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 402 $33K 0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 400 $32.8K <0.01% -1,250 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 400 $32.8K 0.02% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 385 $31.6K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 382 $31.3K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 380 $31.2K <0.01% +200 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 336 $30.3K <0.01% +124 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 360 $29.5K 0.01% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 360 $29.5K <0.01% -1,924 13F-HR Timeline Group LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 345 $28.3K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 345 $28.3K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 343 $28K <0.01% -24 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 321 $28K <0.01% -313 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 334 $27.4K 0.02% +62 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 330 $27.1K <0.01% -500 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 326 $26.7K <0.01% +6 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 324 $26.6K 0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 322 $26.4K 0.05% -46 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 321 $26.3K 0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 321 $26.3K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 320 $26.2K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 320 $26.2K 0.01% -120 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 315 $26K <0.01% 0 13F-HR Timeline Group Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 309 $25.3K <0.01% new 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 300 $25K <0.01% -450 13F-HR/A Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 305 $25K 0.01% +2 13F-HR Timeline Trust Co More: the full row for Trust Co 300 $24.6K <0.01% -966 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 300 $24.6K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 300 $24.6K 0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 300 $24.6K 0.01% -455 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 295 $24.2K 0.01% +150 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 287 $23.5K 0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 282 $23.1K <0.01% 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 269 $22.1K 0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 242 $19.9K 0.01% +8 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 241 $19.8K <0.01% 0 13F-HR/A Timeline