Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,920 $235K 0.01% -851 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 3,912 $235K 0.17% +20 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 3,906 $234K 0.15% -34 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 3,806 $234K 0.11% +2 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 3,889 $233K 0.1% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,885 $233K 0.03% -89 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 3,882 $233K 0.13% +39 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 3,833 $230K 0.01% -250 13F-HR Timeline First National Advisers, LLC in group FIRST NATIONAL BANK OF OMAHA More: the full row for First National Advisers, LLC 3,815 $229K 0.03% new 13F-HR Timeline Group HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 3,810 $229K 0.07% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 3,808 $229K 0.07% -953 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 3,801 $228K 0.08% new 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 3,801 $228K 0.04% 0 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 3,775 $227K 0.18% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 3,736 $224K 0.07% +1 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 3,733 $224K 0.01% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,733 $224K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dakota Wealth Management More: the full row for Dakota Wealth Management 3,728 $224K <0.01% -1,007 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 3,724 $224K 0.05% new 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 3,720 $223K 0.05% new 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 3,719 $223K 0.05% -29,426 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 3,709 $223K 0.01% -108 13F-HR Timeline Group VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 3,707 $223K 0.04% -737 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 3,670 $220K 0.07% -164 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 3,661 $220K 0.05% new 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 3,616 $217K 0.16% new 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 3,614 $217K 0.01% new 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 3,609 $217K 0.1% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,598 $216K 0.04% -808 13F-HR Timeline Gimbal Financial More: the full row for Gimbal Financial 3,590 $216K 0.13% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,581 $215K <0.01% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,576 $215K 0.03% new 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 3,559 $214K 0.04% -227 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 3,559 $214K 0.04% -227 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 3,550 $213K 0.06% new 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 3,945 $213K 0.1% 0 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 3,541 $213K 0.12% -2,135 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,524 $212K 0.01% -468 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 3,523 $211K 0.08% new 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 3,501 $210K 0.03% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,490 $209K 0.02% new 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 3,482 $209K 0.05% -1,020 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 3,480 $209K 0.13% new 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 3,474 $209K 0.04% new 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 3,471 $208K 0.11% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,468 $208K <0.01% -847 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 3,456 $207K 0.02% new 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 3,455 $207K 0.06% new 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 3,450 $207K 0.04% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,445 $207K <0.01% new 13F-HR Timeline Group CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 3,425 $206K 0.09% new 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 3,410 $205K 0.16% 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 3,406 $204K 0.31% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,401 $204K 0.1% new 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,384 $203K 0.05% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,361 $202K 0.01% new 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 3,733 $201K 0.08% 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,350 $201K 0.04% new 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 3,349 $201K 0.06% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,345 $201K 0.03% new 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,333 $200K 0.12% new 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 3,316 $199K 0.14% +180 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,248 $195K <0.01% +130 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 3,165 $190K 0.24% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 3,156 $189K 0.07% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 3,156 $189K 0.04% -2,206 13F-HR/A Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 3,022 $181K 0.04% 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,006 $180K 0.02% -960 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,858 $173K 0.07% -526 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 2,862 $172K 0.04% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 2,856 $172K 0.05% +415 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,848 $171K 0.06% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,807 $169K 0.01% +96 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,777 $167K 0.07% -76 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,772 $166K 0.06% -8,631 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 2,750 $165K -238 Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 2,751 $164K 0.07% +784 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,730 $164K 0.01% +186 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 2,635 $158K 0.1% +431 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,608 $157K 0.06% -1,820 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 2,531 $152K 0.04% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 2,425 $146K 0.12% 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,416 $145K 0.02% -16 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 2,414 $145K 0.03% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 2,395 $144K 0.12% +1,248 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2,274 $137K 0.03% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,266 $136K <0.01% +168 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 2,246 $135K 0.09% +93 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 2,217 $133K 0.12% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,192 $132K 0.01% +1,281 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 2,061 $124K 0.02% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,057 $123K 0.04% +742 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 2,014 $121K <0.01% -14,023 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,998 $120K 0.01% +24 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,964 $118K 0.06% -590 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,962 $117K 0.04% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,881 $113K 0.06% +42 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,853 $111K 0.01% +22 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,828 $110K <0.01% +165 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,822 $109K 0.02% -18 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 1,781 $107K 0.02% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,753 $105K 0.04% +544 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,715 $104K 0.02% -1,224 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,705 $102K 0.03% +314 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,774 $102K 0.07% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,678 $101K 0.01% +154 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,656 $99.4K 0.01% -214 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 1,653 $99.2K 0.05% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1,653 $99.2K 0.05% +1,234 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,618 $97.1K 0.02% +450 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,605 $97K <0.01% -1,998 13F-HR Timeline Group North Capital, Inc. More: the full row for North Capital, Inc. 1,605 $96.3K 0.08% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,597 $95.9K <0.01% +125 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,594 $95.7K 0.01% new 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1,592 $95.6K 0.02% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,537 $92.3K 0.02% +203 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,530 $91.8K 0.11% 13F-HR Timeline MOTCO More: the full row for MOTCO 1,501 $90.6K 0.01% +802 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,500 $90K 0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,470 $88.2K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,647 $86K 0.01% -120 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,430 $85.9K 0.01% -526 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,413 $85K 0.05% +366 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,400 $84K 0.01% -106 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,375 $82.5K 0.05% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,370 $82.2K <0.01% 0 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,350 $81K 0.01% -137 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,336 $80.2K 0.01% +814 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 1,330 $79.8K 0.03% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,297 $77.9K 0.03% -359 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,285 $77.1K 0.04% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 1,275 $76.5K 0.05% +761 13F-HR/A Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,232 $74K 0.01% +274 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,157 $69.5K 0.03% 0 13F-HR/A Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,151 $69.1K <0.01% -129 13F-HR Timeline Kopp Family Office, LLC More: the full row for Kopp Family Office, LLC 1,150 $69K 0.04% 0 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 1,128 $67.7K 0.03% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,124 $67.5K 0.02% -435 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 1,109 $66.6K 0.05% +14 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,094 $66K <0.01% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 1,025 $61.5K 0.05% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,016 $61K 0.03% new 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 983 $59K 0.04% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 979 $58.8K 0.01% +107 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 940 $56.4K 0.04% -2,911 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 932 $55.9K 0.02% -15 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 918 $55.4K 0.03% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 908 $54.5K 0.03% +370 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 904 $54.3K 0.03% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 893 $53.6K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 867 $52.1K 0.01% +7 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 844 $50.7K 0.01% -435 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 841 $50.2K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 794 $47.7K 0.01% -98 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 792 $47.5K <0.01% -86 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 790 $47.4K 0.01% 0 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 785 $47.1K 0.02% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 780 $46.8K 0.03% -436 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 771 $46.3K 0.04% 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 725 $43.5K 0.02% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 720 $43.2K 0.02% +9 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 710 $43K 0.01% -20 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 714 $42.9K 0.01% -538 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 698 $41.9K 0.01% 0 13F-HR/A Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 697 $41.8K 0.03% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 680 $41K <0.01% +457 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 675 $40.5K 0.06% -140 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 671 $40.3K 0.01% new 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 660 $39.6K 0.02% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 613 $37.6K 0.02% -139 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 625 $37.5K 0.02% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 620 $37.2K 0.01% -64 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 612 $36.7K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 610 $36.6K 0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 609 $36.6K 0.02% -304 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 607 $36.4K <0.01% +504 13F-HR Timeline Group Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 600 $36K 0.03% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 593 $35.6K 0.03% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 572 $34.3K 0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 563 $33.8K <0.01% -531 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 500 $30K 0.01% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 500 $30K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 499 $30K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 486 $29.1K 0.02% -177 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 479 $28.8K 0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 476 $28.6K <0.01% -16 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 469 $28K 0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 460 $27.6K 0.02% -597 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 460 $27.6K 0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 457 $27.4K 0.01% +113 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 448 $26.9K 0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 319 $26.6K 0.01% +2 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 414 $24.9K <0.01% -107 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 408 $24.5K 0.02% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 400 $24K 0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 397 $23.8K <0.01% +4 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 387 $23.2K <0.01% +288 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 384 $23.1K 0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 360 $21.6K 0.01% -55 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 355 $21.3K 0.01% -50 13F-HR Timeline