Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,830 $232K 0.09% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,828 $232K 0.02% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,826 $232K <0.01% +209 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,813 $230K 0.02% +61 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 1,810 $230K 0.05% +1 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,863 $229K 0.06% +31 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,800 $228K 0.02% +1 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,792 $227K 0.02% +71 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,785 $226K 0.04% -181 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,780 $226K 0.01% +147 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,768 $225K <0.01% -200 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,774 $225K 0.1% +21 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,826 $225K 0.06% +13 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,758 $224K 0.01% -19,509 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,753 $222K <0.01% new 13F-HR Timeline Group CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 1,749 $222K 0.18% +6 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,736 $220K 0.01% new 13F-HR Timeline PZENA INVESTMENT MANAGEMENT LLC More: the full row for PZENA INVESTMENT MANAGEMENT LLC 1,735 $220K <0.01% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,734 $220K 0.03% +5 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 1,732 $220K 0.07% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,731 $220K <0.01% +17 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,726 $219K 0.02% +47 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,720 $218K 0.02% +39 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,708 $217K 0.03% +73 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,700 $215K 0.08% 0 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 1,764 $215K 0.02% +6 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,686 $214K <0.01% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,676 $213K 0.06% -1,967 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,674 $212K 0.02% new 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,673 $212K 0.07% -124 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,655 $210K 0.05% -19 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,653 $210K <0.01% new 13F-HR Timeline Group LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 1,653 $210K 0.02% 0 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 1,640 $208K 0.13% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,622 $206K <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,613 $205K <0.01% +11 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,610 $204K 0.03% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,599 $204K 0.01% new 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 1,600 $203K 0.03% new 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1,600 $203K 0.15% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,599 $203K 0.01% -102 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,578 $200K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,576 $200K <0.01% 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,535 $195K 0.02% +12 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,530 $194K <0.01% +372 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,432 $182K 0.02% -68 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,271 $180K 0.01% +348 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,407 $179K 0.03% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,401 $178K 0.01% 0 13F-HR Timeline Group CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 1,400 $178K 0.05% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,393 $177K 0.05% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,379 $175K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,354 $172K <0.01% +60 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,346 $171K <0.01% +926 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,312 $166K 0.02% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,305 $165K 0.04% +205 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,293 $164K <0.01% +10 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,290 $164K <0.01% -1,378 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,260 $160K 0.01% -3 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,220 $155K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,183 $150K 0.06% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,142 $145K 0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,090 $138K 0.06% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,054 $134K 0.06% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,048 $133K 0.01% -2,000 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,028 $130K 0.01% +5 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,028 $130K 0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,003 $127K 0.02% +30 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,000 $127K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,000 $127K 0.11% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 957 $121K <0.01% 0 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 929 $118K 0.01% +3 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 931 $114K 0.06% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 894 $113K <0.01% +333 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 847 $107K <0.01% -21,152 13F-HR/A Timeline Hilltop National Bank More: the full row for Hilltop National Bank 819 $104K 0.03% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 814 $103K <0.01% -44 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 791 $101K 0.06% +34 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 793 $101K 0.02% +11 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 787 $99.8K <0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 783 $99K 0.07% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 777 $98.6K 0.01% +34 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 776 $98.5K 0.01% +617 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 745 $94.5K 0.07% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 832 $89.9K <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 701 $88.9K 0.02% +442 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 686 $87K 0.01% -397 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 665 $84.3K 0.04% -72 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 654 $83K 0.05% +636 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 649 $82.7K <0.01% -1,660 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 646 $82K 0.04% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 625 $79.2K 0.01% +165 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 600 $76.4K 0.02% 0 13F-HR/A Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 585 $74.2K 0.06% -2 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 582 $73K <0.01% new 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 575 $73K 0.04% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 550 $69.8K <0.01% -36 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 536 $68K 0.06% 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 533 $67.6K <0.01% -15 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 532 $67.4K <0.01% +180 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 507 $64.3K 0.03% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 501 $63.6K 0.04% -173 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 500 $63.4K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 500 $63K 0.03% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 492 $62.4K 0.02% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 475 $60K <0.01% 0 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 473 $59.9K 0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 463 $58.7K 0.04% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 450 $57.1K 0.03% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 438 $55.6K 0.01% -5 13F-HR Timeline TOBAM More: the full row for TOBAM 436 $55K 0.02% +61 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 410 $52K 0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 400 $51K <0.01% +91 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 400 $50.7K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 400 $50.7K 0.02% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 400 $50.7K 0.05% 0 13F-HR/A Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 389 $49.4K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 379 $48.2K 0.02% +212 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 378 $48K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 365 $46.3K 0.02% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 357 $46.1K 0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 357 $45.3K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 350 $44.4K 0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 346 $43.9K 0.01% 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 343 $43.5K 0.01% +4 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 340 $43.1K 0.02% -20 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 340 $43.1K 0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 332 $42.1K 0.02% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 331 $42K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 321 $40.7K 0.01% +181 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 300 $38.1K 0.02% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 300 $38.1K 0.02% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 300 $38.1K 0.03% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 300 $38.1K 0.58% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 277 $36K 0.02% -28 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 279 $35.4K 0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 274 $34.8K <0.01% new 13F-HR/A Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 268 $34K <0.01% -32 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 266 $33.7K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 258 $32.7K <0.01% +38 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 255 $32.5K 0.02% +13 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 250 $31.7K <0.01% -38 13F-HR Timeline Group West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 247 $31.3K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 240 $30.4K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 235 $29.8K 0.02% +99 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 231 $29.2K 0.01% 0 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 221 $28K 0.01% +133 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 220 $27.9K 0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 204 $26K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 200 $25.4K 0.01% -18 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 200 $25.4K 0.02% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 200 $25.4K 0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 198 $25.1K <0.01% +78 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 200 $25K 0.02% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 192 $24.4K <0.01% -4 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 191 $24.2K 0.01% -326 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 188 $23.9K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 187 $23.8K 0.02% +183 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 178 $23K <0.01% +13 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 180 $22.8K 0.02% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 171 $21.7K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 170 $21.6K 0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 166 $21.1K 0.02% +22 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 163 $20.7K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 160 $20.3K <0.01% +39 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 160 $20.3K 0.01% +149 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 159 $20.2K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 155 $19.7K 0.01% +5 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 152 $19.3K 0.02% +8 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 150 $19K <0.01% -5,300 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 150 $18.8K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 147 $18.6K <0.01% -429 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 143 $18.2K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. 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More: the full row for AMERIFLEX GROUP, INC. 103 $12.8K 0.01% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 100 $12.7K 0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 95 $12.1K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 100 $12K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 93 $11.8K <0.01% +19 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 91 $11.5K <0.01% -894 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 87 $11K 0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 85 $10.8K <0.01% -3 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. 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