ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 627 $244K 0.06% +40 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 625 $244K 0.05% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 624 $243K 0.01% -2,060 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 620 $242K 0.03% 0 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 616 $240K 0.04% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 574 $239K 0.02% +37 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 609 $238K 0.03% -75 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 608 $237K 0.01% +1 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 600 $234K 0.01% new 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 600 $234K 0.15% 0 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 599 $234K 0.13% +3 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 598 $233K 0.03% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 595 $232K <0.01% -5 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 593 $231K 0.01% +137 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 592 $231K 0.07% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 588 $229K 0.01% +86 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 587 $229K 0.01% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 579 $226K 0.02% -28 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 578 $225K 0.01% +2 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 577 $225K 0.03% -93 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 572 $223K 0.12% new 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 569 $222K 0.07% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 563 $219K 0.03% -58 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 559 $218K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 559 $218K 0.01% -62 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 559 $218K 0.02% -80 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 558 $217K 0.1% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 557 $217K <0.01% -408 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 556 $217K 0.12% -26 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 556 $217K 0.05% -8 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 555 $216K 0.01% -2 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 555 $216K 0.03% +1 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 550 $214K 0.01% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 547 $213K 0.02% +1 13F-HR Timeline E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 547 $213K 0.17% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 545 $213K 0.04% +37 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 545 $213K 0.03% -11 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 539 $210K <0.01% -1,075 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 539 $210K 0.01% +207 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 534 $208K 0.12% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 533 $208K 0.01% -402 13F-HR Timeline Group Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 533 $208K 0.21% +1 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 531 $207K 0.06% +1 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 530 $207K 0.12% +65 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 528 $206K 0.04% 0 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 525 $205K 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. 522 $204K 0.01% +273 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 520 $203K 0.02% -308 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 519 $202K 0.08% -2 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,841 $201K 0.16% +1,191 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 515 $201K 0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 500 $195K 0.07% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 491 $191K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 480 $187K <0.01% -8 13F-HR Timeline Group Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 455 $187K 0.21% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 475 $185K 0.06% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 474 $185K 0.08% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 460 $179K 0.1% -14 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 454 $177K 0.03% +248 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 450 $176K 0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 436 $170K 0.06% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 424 $165K 0.01% -23 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 424 $165K 0.09% -15 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 421 $164K 0.09% +2 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 382 $162K <0.01% +70 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 406 $158K <0.01% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 395 $154K 0.01% new 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 390 $152K <0.01% -58 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 366 $143K 0.01% -20 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 363 $142K 0.01% +189 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 361 $141K 0.01% 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 360 $140K 0.1% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 355 $138K 0.01% +73 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 350 $136K <0.01% 0 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 342 $133K 0.01% +17 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 325 $127K 0.01% +5 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 305 $119K 0.03% -231 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 304 $119K 0.03% -20 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 303 $118K <0.01% +291 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 300 $117K 0.06% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 300 $117K 0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 297 $116K 0.06% +87 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 280 $109K 0.06% -29 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 277 $108K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 277 $108K 0.04% +241 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 275 $107K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 274 $107K 0.03% +1 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 256 $99.8K 0.06% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 251 $97.9K 0.03% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 232 $90.5K 0.02% 0 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 229 $88.6K 0.08% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 225 $87.7K 0.01% -53 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 225 $87.7K <0.01% 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 222 $87K 0.02% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 220 $85.8K 0.05% -400 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 216 $84.1K 0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 215 $83.8K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 215 $83.8K 0.01% +2 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 213 $83K 0.01% -35 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 213 $83K 0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 208 $81.1K 0.02% +6 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 208 $81.1K 0.06% -10 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 202 $78.8K <0.01% +195 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 202 $78.7K 0.03% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 200 $78K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 199 $77.6K 0.01% 0 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 198 $77K 0.04% -7 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 197 $76.8K 0.02% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 192 $74.9K 0.07% -26 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 166 $64.7K 0.02% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 163 $64.1K 0.01% -26 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 161 $62.8K 0.01% -3 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 150 $58.5K 0.04% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 149 $58.1K 0.03% +75 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 148 $57.7K 0.02% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 145 $56.5K 0.01% +13 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 141 $55K 0.01% +2 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 140 $54.6K 0.02% +9 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 138 $53.8K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 134 $52.2K 0.03% +32 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 132 $51.5K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 130 $50.7K 0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 129 $50.3K 0.03% +8 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 127 $49.6K 0.01% -17 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 125 $48.7K 0.03% -6 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 124 $48.3K 0.01% +53 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 115 $44.8K <0.01% +7 13F-HR/A Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 112 $43.7K <0.01% +12 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 110 $43K <0.01% -10 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 109 $42.6K 0.01% -1 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 108 $42.5K 0.01% +22 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 107 $41.7K <0.01% -13 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 106 $41.3K 0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 105 $40.9K 0.02% +25 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 100 $39K 0.02% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 96 $37.5K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 91 $35.5K 0.02% +6 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 89 $34.7K <0.01% -14 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 89 $34.6K 0.02% -47 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 86 $33.5K 0.03% +5 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 86 $33.5K 0.02% -21 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 85 $33.1K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 84 $32.8K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 84 $32.8K <0.01% +3 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 84 $32.7K 0.01% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 83 $32.4K <0.01% +8 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 83 $32.4K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 81 $31.6K <0.01% -51 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 80 $31.2K 0.01% +34 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 79 $30.8K <0.01% -33 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 76 $29.6K 0.02% +9 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 76 $29.6K 0.02% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 76 $29.5K 0.02% +1 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 75 $29.2K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 74 $28.9K <0.01% +9 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 73 $28.5K <0.01% +3 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 95 $28.1K <0.01% -559 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 70 $27.3K 0.02% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 69 $26.9K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 69 $26.9K 0.01% -65 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 62 $26.2K 0.01% -3 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 66 $25.7K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 64 $25.1K 0.01% +1 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 62 $24K 0.01% +51 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 58 $22.6K <0.01% +32 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 56 $21.8K <0.01% -2 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 56 $21.8K 0.01% +38 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 54 $21.1K <0.01% -216 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 54 $21.1K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 50 $19K <0.01% -3 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 53 $18.7K <0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 47 $18.3K 0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 46 $18K <0.01% -4 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 46 $17.9K 0.01% +4 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 45 $17.5K <0.01% -20 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 44 $17.3K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 43 $16.8K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 42 $16.4K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 42 $16.4K 0.01% -235 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 42 $16.3K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 40 $15.6K <0.01% -75 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 39 $15.2K <0.01% +8 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 38 $14.8K <0.01% 0 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 38 $14.8K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 37 $14.4K <0.01% -53 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 37 $14.4K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 37 $14.4K <0.01% -97 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 37 $14.4K 0.01% 0 13F-HR/A Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 36 $14.2K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 36 $14K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 36 $14K <0.01% +10 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 35 $13.6K 0.02% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 35 $13.6K <0.01% -33 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 34 $13.3K <0.01% +4 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 33 $12.9K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 32 $12.4K <0.01% -24 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 31 $12.3K <0.01% -111 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 30 $11.7K <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 30 $11.7K <0.01% +4 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 30 $11.7K <0.01% +17 13F-HR Timeline