INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,640 $399K 0.01% -777 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 9,600 $398K 0.24% +2,750 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 9,492 $393K 0.15% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 9,387 $389K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 9,373 $388K 0.01% +1,835 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 9,356 $388K 0.07% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 9,109 $377K 0.04% -13,981 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 9,083 $376K 0.05% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 8,919 $369K 0.01% +2,532 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 8,677 $359K 0.04% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 8,655 $359K 0.01% 0 13F-HR Timeline Group LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 8,503 $352K 0.63% -299 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 8,383 $347K 0.02% +1,040 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,991 $344K 0.01% 0 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 8,249 $342K 0.11% -738 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $341K 0.08% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 8,180 $339K 0.02% +511 13F-HR Timeline Group PCM Encore, LLC More: the full row for PCM Encore, LLC 8,160 $338K 0.06% -7,859 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 8,153 $338K 0.02% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 8,105 $336K 0.03% -518 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 8,096 $335K <0.01% new 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 8,029 $333K <0.01% -5,373 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 8,029 $333K 0.01% -6,073 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 8,000 $331K 0.07% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 7,990 $331K 0.14% -1,596 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 7,821 $324K 0.03% +362 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 7,798 $323K 0.03% +913 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,741 $321K 0.01% -4,784 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7,698 $319K 0.03% +352 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,677 $318K <0.01% +837 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 7,658 $317K 0.14% -274 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 7,636 $316K <0.01% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 7,120 $316K 0.02% -21,217 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 7,512 $311K <0.01% -100 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,391 $306K <0.01% +3,164 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 7,352 $305K 0.06% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,264 $302K 0.02% +998 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,159 $297K 0.03% -486 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,108 $295K 0.01% -1,889 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 7,100 $294K 0.02% +1,700 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 6,870 $292K 0.21% -5,635 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 7,046 $292K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,043 $292K 0.02% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 7,038 $292K <0.01% +1,232 13F-HR Timeline Group Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 7,018 $291K 0.05% 0 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 7,000 $290K 0.26% 0 13F-HR/A Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 6,700 $288K 0.11% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 6,944 $288K 0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,887 $285K 0.01% -1,638 13F-HR Timeline Group Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 6,845 $284K 0.1% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 6,752 $280K 0.01% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 6,715 $278K 0.03% -485 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 6,677 $277K 0.1% +134 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 6,626 $275K 0.09% +168 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 6,537 $271K 0.16% -111 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 6,467 $268K 0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 6,443 $267K 0.03% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 6,410 $266K 0.02% +12 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 6,404 $265K <0.01% -138 13F-HR Timeline Group OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 6,337 $263K 0.2% -1,793 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 6,278 $260K 0.02% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 6,249 $259K <0.01% new 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 6,155 $255K 0.01% new 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 6,119 $254K 0.02% -107 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 6,070 $251K 0.15% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 5,990 $248K 0.03% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 5,989 $248K 0.01% 0 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 5,982 $248K 0.1% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,940 $246K <0.01% -1,495 13F-HR Timeline Group Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 5,655 $241K 0.02% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,794 $240K <0.01% 0 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 5,740 $238K 0.02% new 13F-HR Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 5,705 $236K 0.05% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,555 $230K <0.01% +220 13F-HR Timeline Group Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 5,550 $230K 0.02% 0 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 5,500 $228K 0.11% 0 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 5,463 $226K 0.05% 0 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 5,461 $226K <0.01% +4 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,454 $226K <0.01% +250 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 5,353 $222K <0.01% new 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 5,329 $221K 0.05% +135 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 5,315 $220K 0.03% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 5,303 $220K 0.08% -60 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 5,251 $218K 0.03% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 5,235 $217K 0.01% -134 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 5,164 $214K 0.07% +113 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 5,113 $212K 0.1% +20 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 5,070 $210K 0.01% +48 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 5,063 $210K 0.11% -80 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,029 $208K 0.01% +26 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 5,015 $208K 0.02% +23 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5,000 $207K 0.06% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,963 $206K <0.01% new 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 4,942 $205K 0.03% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,931 $203K 0.01% +115 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,890 $203K 0.01% +11 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 4,883 $202K 0.1% +42 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 4,864 $202K <0.01% new 13F-HR Timeline Group Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 4,852 $201K 0.02% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,828 $200K <0.01% -1,284 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 4,828 $200K 0.06% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,698 $195K <0.01% -632 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 4,567 $189K 0.05% -1,116 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,308 $178K 0 Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 4,185 $173K 0.02% -7,065 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,179 $173K 0.05% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,188 $172K 0.01% +314 13F-HR Timeline City State Bank More: the full row for City State Bank 4,114 $170K 0.04% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,968 $164K 0.03% -8 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,846 $159K 0.02% +421 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 3,769 $156K 0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 3,349 $149K 0.04% -30 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 3,527 $146K 0.04% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 3,500 $145K 0.06% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 3,486 $144K 0.01% 0 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 3,344 $139K 0.06% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,308 $137K 0.01% -138 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 3,286 $136K <0.01% -2,020 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,238 $134K 0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 3,200 $133K <0.01% 0 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,172 $131K 0.02% +45 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 3,165 $131K 0.05% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,113 $129K <0.01% -242 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 3,000 $124K 0.09% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,776 $115K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 2,759 $114K <0.01% -1,382 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 69,782 $113K 0.02% +9,560 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,650 $110K 0.05% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,595 $108K 0.01% +45 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,591 $107K 0.03% 0 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 2,500 $104K 0.02% 0 13F-HR Timeline Group Align Financial, LLC More: the full row for Align Financial, LLC 2,423 $100K 0.05% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 2,210 $97.9K 0.01% new 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,298 $95K 0.03% +57 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 2,172 $90K <0.01% -2,137 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,115 $87.6K 0.05% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,005 $83.1K <0.01% -9,380 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,966 $81.5K 0.01% new 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 1,925 $79.8K 0.02% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 1,904 $78.9K 0.02% -72 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,899 $78.7K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,884 $78.1K 0.02% 0 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,880 $77.9K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,816 $75.2K <0.01% +1 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 1,694 $70.2K +205 Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,680 $69.6K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,660 $68.8K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,623 $67K <0.01% +372 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,500 $62.1K 0.03% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,489 $61.7K 0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,457 $60.4K 0.03% -401 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,405 $58.2K 0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,403 $58K <0.01% 0 13F-HR Timeline Group Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 1,395 $57.8K 0.03% -147 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,367 $56.7K <0.01% -1,310 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,270 $52.6K -5,462 Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,215 $50.3K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,184 $49.1K 0.01% -364 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 1,166 $48.3K 0.02% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,097 $45.4K 0.01% 0 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,075 $44.5K <0.01% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,058 $43.8K 0.01% +27 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,035 $42.9K <0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,035 $42.9K 0.01% 0 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 1,014 $42K 0.03% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 945 $39.2K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 888 $37K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 855 $35.4K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 834 $34.6K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 795 $32.9K 0.01% -50 13F-HR/A Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 780 $32.3K <0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 775 $32.1K 0.01% +66 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 714 $29.6K 0.02% -175 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 699 $29K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 665 $27.6K <0.01% 0 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 660 $27.3K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 650 $26.9K <0.01% -850 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 618 $26.4K <0.01% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 600 $24.9K <0.01% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 563 $23.3K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 535 $22.2K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 512 $21.2K 0.01% +13 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 508 $21K 0.01% +383 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 500 $20.7K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 500 $20.7K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 457 $18.9K <0.01% +11 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 439 $18.2K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 423 $17.5K <0.01% +6 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 362 $15K <0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 345 $14.3K <0.01% new 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 337 $14K <0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 321 $13.3K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 280 $11.6K <0.01% 0 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 280 $11.6K 0.01% 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 274 $11.4K <0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 230 $9.96K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 236 $9.77K <0.01% -6 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 237 $9.75K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 218 $9.03K <0.01% -512 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 217 $9K <0.01% +5 13F-HR Timeline Group