Busey Bank More: the full row for Busey Bank 2,559 $320K 0.01% 0 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 2,232 $312K 0.25% -680 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,480 $310K <0.01% +781 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,473 $310K <0.01% -861 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,456 $307K 0.01% +58 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,392 $299K 0.02% +88 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,370 $297K 0.02% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,364 $296K 0.02% +1 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,316 $290K 0.03% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,254 $282K 0.05% +6 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,249 $281K 0.01% -847 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 2,205 $276K 0.13% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,181 $273K 0.06% +2,148 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 2,155 $270K +155 Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,140 $268K 0.01% new 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 2,130 $267K <0.01% new 13F-HR Timeline Group STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 2,124 $266K 0.24% -73 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,108 $264K 0.03% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,000 $250K <0.01% 0 13F-HR Timeline Group Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,000 $250K 0.18% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 1,988 $249K 0.13% +29 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 1,969 $246K 0.09% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,959 $245K 0.09% 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,958 $245K <0.01% new 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,941 $243K 0.01% new 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,936 $242K 0.01% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,900 $238K 0.01% 0 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,899 $238K 0.01% -2 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 1,894 $237K 0.01% -550 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,867 $234K 0.01% 0 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 1,862 $233K 0.08% 0 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 1,857 $232K 0.11% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,851 $232K <0.01% -92 13F-HR/A Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,827 $229K 0.01% -68 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 1,803 $226K <0.01% 0 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,787 $224K <0.01% -377 13F-HR Timeline Group Range Advisory, LLC More: the full row for Range Advisory, LLC 1,786 $223K 0.04% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,783 $223K 0.01% 0 13F-HR/A Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,767 $221K <0.01% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 1,585 $216K 0.04% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,714 $214K 0.04% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,711 $214K <0.01% 0 13F-HR Timeline Group Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,708 $214K 0.05% +2 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,701 $213K <0.01% +11 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,531 $211K 0.03% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,683 $211K 0.1% +4 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,669 $209K 0.02% 0 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 1,641 $205K 0.06% 0 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 1,638 $205K 0.08% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,498 $204K <0.01% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,652 $201K 0.11% -10 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,539 $193K 0.05% +8 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,517 $190K 0.01% +180 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,426 $178K <0.01% -2 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,413 $172K 0.01% +239 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,299 $163K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,266 $158K <0.01% +130 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,184 $149K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,146 $143K <0.01% +23 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,127 $141K 0.06% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,062 $133K 0.01% +417 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,021 $128K <0.01% +65 13F-HR Timeline Group Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,020 $128K 0.1% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 944 $118K 0.04% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 926 $116K 0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 913 $114K 0.03% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 910 $114K 0.07% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 874 $109K 0.01% 0 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 828 $104K 0.09% +3 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 808 $101K <0.01% -426 13F-HR/A Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 786 $98.4K <0.01% +185 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 753 $94.2K 0.05% new 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 740 $92.6K 0.01% +520 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 706 $88.3K 0.01% +2 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 683 $86.7K <0.01% -526 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 687 $86K 0.19% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 677 $85K 0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 659 $82.5K 0.01% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 646 $80.8K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 639 $80K 0.03% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 633 $79.2K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 611 $76.5K <0.01% +167 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 596 $74.6K <0.01% -564 13F-HR Timeline Group Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 571 $71.4K 0.04% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 562 $70.3K <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 557 $69.7K 0.01% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 533 $66.7K 0.08% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 523 $65.4K <0.01% -130 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 516 $64.6K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 485 $63.9K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 498 $62.9K 0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 498 $62.3K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 495 $61.9K <0.01% -12 13F-HR Timeline Group True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 491 $61.4K <0.01% new 13F-HR/A Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 475 $59.5K +425 Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 463 $57.9K <0.01% -128 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 454 $56.8K 0.01% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 452 $56.6K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 450 $56.3K 0.01% +72 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 435 $54.4K <0.01% 0 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 434 $54.3K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 418 $52.3K <0.01% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 417 $52.2K 0.02% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 410 $51.3K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 406 $50.8K 0.01% +99 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 399 $49.9K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 396 $49.6K 0.01% -18 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 386 $49K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 380 $47.6K 0.02% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 380 $47.5K <0.01% -134 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 366 $45.8K 0.01% +9 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 366 $45.8K 0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 365 $45.7K 0.02% -40 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 357 $44.7K <0.01% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 350 $43.8K 0.02% +1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 338 $42.3K 0.01% -13 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 335 $41.9K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 327 $40.9K <0.01% -16 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 322 $40.3K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 315 $39.4K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 310 $38.8K <0.01% +76 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 301 $37.7K 0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 285 $35.7K 0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 281 $35K 0.01% 0 13F-HR/A Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 271 $34K <0.01% +130 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kilter Group LLC More: the full row for Kilter Group LLC 270 $33.8K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 266 $33.3K 0.01% +11 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 262 $32.8K 0.01% +14 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 261 $32.7K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 249 $31.4K 0.01% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 250 $31.3K <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. 250 $31.3K <0.01% -970 13F-HR Timeline Group Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 233 $29.2K 0.02% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 232 $29K <0.01% new 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 225 $28.2K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 218 $27.3K <0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 204 $25.5K 0.01% +1 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 200 $25K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 200 $25K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 199 $24.9K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 197 $24.7K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 178 $22.4K 0.01% -116 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 177 $22K <0.01% -27 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 174 $21.8K 0.01% +60 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 167 $20.9K 0.01% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 157 $19.6K 0.01% -268 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 152 $19.1K 0.02% -20 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 147 $18.4K 0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 146 $18.3K 0.01% new 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 137 $18.1K 0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 142 $17.8K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 132 $16.5K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 127 $15.9K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 119 $14.9K <0.01% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 116 $14.5K 0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 114 $14.3K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 113 $14.1K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 113 $14.1K <0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 106 $13.3K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 97 $12.1K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 81 $11K 0.01% new 13F-HR/A Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 86 $10.8K <0.01% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 86 $10.8K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 85 $10.6K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 81 $10.1K <0.01% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 80 $10K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 75 $9.38K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 73 $9.13K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 72 $9.01K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 64 $8K <0.01% -3 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 61 $7.63K <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 61 $7.63K 0.01% -61 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 56 $7.01K <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 55 $6.88K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 45 $5.63K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 43 $5.4K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 40 $5K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 32 $4K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 30 $3.75K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 29 $3.71K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 27 $3.38K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 26 $3.25K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 24 $3K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 21 $2.63K <0.01% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 16 $2K <0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 17 $2K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 13 $1.63K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 6 $751 <0.01% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 4 $501 <0.01% new 13F-HR Timeline