Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 869 $137K 0.04% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 854 $134K 0.07% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 851 $134K 0.04% +797 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 849 $134K 0.05% -387 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 794 $125K 0.12% 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 792 $125K 0.09% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 790 $124K 0.01% +22 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 785 $123K 0.03% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 768 $121K 0.05% +62 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 762 $120K 0.02% +612 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 750 $118K 0.06% 0 13F-HR/A Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 744 $117K 0.1% -191 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 725 $114K 0.01% +1 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 661 $114K 0.04% -3,158 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 687 $108K 0.04% +80 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 680 $107K 0.01% +12 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 681 $107K 0.09% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 677 $107K 0.01% -3,564 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 671 $106K 0.01% -142 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 667 $105K 0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 665 $105K <0.01% +199 13F-HR Timeline Group Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 662 $104K 0.04% -2,963 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 660 $104K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 650 $102K 0.05% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 650 $102K 0.03% -110 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 638 $100K 0.06% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 628 $98.8K 0.01% -100 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 626 $98.5K 0.02% +74 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 615 $96.8K 0.02% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 614 $96.6K <0.01% -555 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 605 $95K 0.01% +180 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 600 $94K 0.07% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 588 $92.5K 0.03% 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 580 $91.2K <0.01% -505 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 578 $90K 0.03% -157 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 572 $89.9K <0.01% +184 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 569 $89.6K <0.01% -17 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 552 $86.9K 0.01% -87 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 548 $86.2K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 541 $85.1K 0.06% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 537 $84.5K 0.01% +225 13F-HR Timeline Group FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 535 $84.1K 0.02% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 520 $81.9K 0.04% +33 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 506 $79.6K 0.02% +78 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 504 $79.2K <0.01% +2 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 500 $78.6K 0.02% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 500 $78.6K 0.02% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 500 $78.6K 0.02% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 483 $76K 0.03% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 470 $73.9K 0.03% -75 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 460 $72.4K 0.01% +121 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 457 $71.9K <0.01% 0 13F-HR Timeline Group Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 450 $70.8K 0.04% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 448 $70.5K 0.02% new 13F-HR/A Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 437 $68.7K 0.01% +12 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 425 $66K 0.05% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 412 $64.8K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 407 $64K <0.01% +75 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 404 $63.5K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 403 $63.4K 0.01% -53 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 400 $63K 0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 400 $63K 0.02% -75 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 400 $62.9K 0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 400 $62.9K 0.03% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 390 $61.3K 0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 394 $61K 0.05% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 384 $60.4K 0.01% +13 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 384 $60.4K 0.04% -67 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 381 $60K 0.04% -460 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 367 $58K 0.01% 0 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 365 $57.4K 0.06% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 364 $57.2K 0.02% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 351 $57.2K 0.01% 0 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 363 $57.1K <0.01% -48 13F-HR Timeline Group Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 362 $56.9K 0.03% -19 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 357 $56.1K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 347 $54.6K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 345 $54.3K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 344 $54.1K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 337 $53.1K 0.03% -43 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 322 $52.5K 0.01% -3 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 326 $51.3K 0.05% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 325 $51.1K 0.01% -17 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 325 $51K <0.01% -136 13F-HR Timeline Group Vision Retirement, LLC More: the full row for Vision Retirement, LLC 322 $50.6K 0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 319 $50.1K 0.01% +68 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 314 $49.4K 0.01% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 310 $48.8K 0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 300 $47.2K 0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 299 $47.1K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 286 $45K <0.01% -54 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 272 $42.8K <0.01% -18 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 272 $42.8K <0.01% +88 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 269 $42.3K <0.01% new 13F-HR/A Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 268 $42K <0.01% -15 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 271 $42K 0.01% +68 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 261 $41K 0.01% -4 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 254 $39.9K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 254 $39.9K 0.01% 0 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 250 $39.3K 0.02% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 248 $39K 0.01% +19 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 245 $38.5K 0.02% -39,435 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 243 $38.2K 0.01% +105 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 241 $38K <0.01% -3 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 236 $37.1K <0.01% +5 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 228 $35.9K 0.01% +2 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 226 $35.5K 0.02% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 225 $35.4K 0.02% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 219 $34.5K 0.03% -2 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 217 $34.1K 0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 215 $33.8K 0.01% -11 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 212 $33.3K <0.01% +6 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 202 $31.8K 0.02% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 201 $31.6K 0.01% -181 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 200 $31.5K <0.01% +14 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 200 $31.5K 0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 198 $31.1K 0.02% +153 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 190 $29.9K 0.02% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 190 $29.9K <0.01% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 186 $29.3K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 175 $29.1K 0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 185 $29.1K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 185 $29.1K 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 182 $29K <0.01% 0 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 184 $28.9K 0.03% +45 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 170 $28.5K 0.02% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 181 $28.5K 0.01% +7 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 177 $27.8K 0.01% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 172 $27.1K 0.17% 0 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 170 $26.7K 0.01% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 167 $26.3K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 165 $26K <0.01% -684 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 164 $25.8K 0.07% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 163 $25.6K 0.02% +73 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 157 $24.8K 0.02% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 157 $24.7K 0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 152 $23.9K 0.01% +30 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 151 $23.7K 0.01% +101 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 147 $23.6K <0.01% new 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 150 $23.6K 0.02% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 143 $22.5K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 141 $22.2K <0.01% +21 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 140 $22K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 139 $21.9K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 133 $21K <0.01% new 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 132 $20.8K <0.01% -52 13F-HR Timeline Group Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 132 $20.8K 0.01% -150 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 132 $20.8K 0.01% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 131 $20.6K 0.01% +76 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 126 $19.8K 0.01% +117 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 122 $19.2K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 119 $18.7K 0.01% -8 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 117 $18.4K 0.01% +87 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 111 $17.5K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 110 $17.3K <0.01% new 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 109 $17.1K <0.01% +3 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 109 $17.1K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 107 $16.8K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 103 $16.2K <0.01% +65 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 102 $16K <0.01% -7 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 111 $16K <0.01% -12 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 101 $15.9K <0.01% +2 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 100 $15.7K 0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 97 $15.3K <0.01% +85 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 96 $15.1K <0.01% +14 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 96 $15.1K 0.01% +69 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 93 $14.6K 0.01% -774 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 93 $14.6K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 92 $14.5K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 92 $14K <0.01% 0 13F-HR/A Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 88 $13.8K 0.01% +42 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 85 $13.7K 0.01% -9 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 86 $13.5K 0.01% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 85 $13.4K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 84 $13.2K <0.01% 0 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 81 $12.7K 0.02% 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 80 $12.6K 0.01% +67 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 80 $12.5K 0.01% 0 13F-HR/A Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 78 $12.3K 0.02% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 74 $12K <0.01% -310 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 76 $12K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 76 $12K <0.01% +6 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 74 $11.7K 0.06% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 73 $11.5K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 72 $11.3K <0.01% +5 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 70 $11K 0.01% +33 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 75 $11K <0.01% -3 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 68 $10.7K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 64 $10.1K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 64 $10.1K 0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 63 $9.91K <0.01% +13 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 59 $9.34K <0.01% +19 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 55 $9K <0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 57 $8.96K <0.01% -82 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 55 $8.65K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 53 $8.34K 0.01% +9 13F-HR/A Timeline First Pacific Financial More: the full row for First Pacific Financial 52 $8.25K <0.01% +2 13F-HR Timeline BAYBAN More: the full row for BAYBAN 52 $8.18K 0.01% 0 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 50 $7.86K <0.01% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 48 $7.55K 0.01% 0 13F-HR Timeline