VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,906 $251K 0.01% -75 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,905 $251K 0.01% -18 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,902 $250K 0.01% -220 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 1,892 $249K 0.02% new 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 1,880 $247K 0.02% -70 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,869 $246K <0.01% +1 13F-HR Timeline Group Aufman Associates Inc More: the full row for Aufman Associates Inc 1,864 $245K 0.13% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,860 $245K 0.09% 0 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 1,859 $245K 0.16% +4 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,856 $244K 0.02% -74 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 1,839 $242K 0.1% -189 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,832 $241K 0.02% -265 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,815 $239K 0.1% -300 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 1,814 $239K 0.13% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,807 $238K <0.01% -540 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,803 $237K 0.02% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,800 $237K <0.01% 0 13F-HR Timeline Group V2 Financial group LLC More: the full row for V2 Financial group LLC 1,800 $237K 0.12% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,799 $237K 0.01% -141 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,799 $237K 0.17% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,791 $236K 0.01% +2 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,779 $234K 0.01% new 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,770 $233K <0.01% 0 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,766 $232K 0.03% 0 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 1,759 $231K 0.05% -371 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,751 $230K <0.01% +1 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,750 $230K 0.02% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,740 $229K 0.02% 0 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 1,732 $228K 0.09% 0 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 1,728 $227K 0.11% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,650 $227K <0.01% -125 13F-HR Timeline Friday Financial More: the full row for Friday Financial 1,724 $227K 0.08% 0 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 1,720 $226K 0.05% 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 1,719 $226K 0.1% -2 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,719 $226K 0.01% -34 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,715 $226K 0.01% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,550 $223K 0.01% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,691 $223K <0.01% -68 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,690 $222K 0.12% 0 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1,688 $222K 0.03% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,684 $222K 0.02% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,682 $221K <0.01% +199 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 1,676 $221K 0.09% -9 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,673 $220K 0.01% +2 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 1,659 $218K 0.09% +6 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 1,659 $218K 0.07% -126 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,652 $217K 0.01% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,651 $217K 0.02% +10 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,645 $217K 0.01% +10 13F-HR/A Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 1,634 $215K 0.08% -4 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,629 $214K <0.01% 0 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 1,627 $214K <0.01% new 13F-HR/A Timeline Group Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 1,625 $214K 0.29% +1 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 1,612 $212K <0.01% 0 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,602 $211K <0.01% new 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 1,600 $211K 0.06% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,600 $211K <0.01% +8 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,594 $210K 0.02% -27 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,590 $209K 0.03% -462 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 1,585 $208K 0.04% +4 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,575 $207K 0.02% +5 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 203,701 $204K 0.15% 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,546 $203K 0.01% 0 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 1,538 $202K 0.17% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 1,527 $201K 0.1% +751 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,527 $201K 0.09% +12 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,496 $197K 0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,438 $189K 0.06% +9 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,422 $187K 0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,421 $187K <0.01% -89 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,403 $185K 0.01% -146 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,370 $180K 0.03% -154 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,367 $180K <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,354 $178K 0.02% new 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,225 $176K 0.07% 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,338 $176K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,306 $172K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,304 $172K 0.02% +8 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,256 $165K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,251 $165K 0.01% +736 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,248 $164K 0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,185 $156K 0.06% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,184 $156K <0.01% +76 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 1,180 $155K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,171 $154K 0.02% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,138 $150K 0.02% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,135 $149K 0.02% -445 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,131 $149K 0.03% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,062 $140K 0.04% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,054 $139K 0.02% +6 13F-HR Timeline Group Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 1,022 $134K 0.12% 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,008 $133K 0.05% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 934 $123K <0.01% +130 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 918 $122K 0.07% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 920 $121K 0.02% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 915 $120K 0.04% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 912 $120K 0 Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 895 $118K 0.01% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 880 $116K 0.05% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 873 $115K 0.02% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 851 $112K 0.02% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 850 $112K 0.06% -150 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 844 $111K 0.01% +165 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 811 $107K 0.04% 0 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 807 $106K 0.01% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 803 $106K 0.1% 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 798 $105K 0.03% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 780 $104K <0.01% +162 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 780 $103K 0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 777 $102K 0.03% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 775 $102K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 753 $99.1K 0.06% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 725 $95.4K 0.03% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 695 $91.5K 0.07% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 692 $91.1K <0.01% +307 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 684 $90K <0.01% +275 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 669 $88K 0.02% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 668 $87.9K 0.09% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 660 $86.8K 0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 655 $86.2K 0.01% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 647 $85.1K 0.01% -22 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 600 $79K 0.02% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 533 $70.2K <0.01% -77 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 516 $67.9K 0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 509 $67.1K 0.02% +2 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 506 $66.6K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 488 $64.2K <0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 475 $62.5K 0.02% 0 13F-HR Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 474 $62.4K 0.04% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 472 $62.1K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 469 $61.8K 0.01% 0 13F-HR Timeline Planning Project LLC More: the full row for Planning Project LLC 465 $61.2K 0.02% 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 463 $60.9K 0.02% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 462 $60.8K 0.02% 0 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 458 $60.3K 0.06% 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 440 $57.9K 0.03% -30 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 430 $56.6K 0.02% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 428 $56.4K 0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 426 $56.1K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 424 $56K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 417 $55K <0.01% +198 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Merited Wealth, LLC More: the full row for Merited Wealth, LLC 412 $54.2K 0.05% 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 410 $54K 0.05% 13F-HR/A Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 409 $53.8K 0.01% -137 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 402 $52.9K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 401 $52.8K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 386 $50.8K 0.04% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 382 $50.3K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 382 $50.3K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 365 $48K <0.01% +2 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 360 $47.4K 0.03% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 338 $44.5K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 337 $44.3K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 313 $41.2K <0.01% 0 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 313 $41.2K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 304 $40K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 300 $39.5K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 300 $39.5K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 288 $37.9K 0.02% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 284 $37.4K 0.02% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 256 $35.7K 0.01% -2 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 268 $35.3K <0.01% -38 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 266 $35K <0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 262 $34.5K 0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 246 $32.4K 0.01% 0 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 246 $32.4K 0.02% 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 244 $32.1K 0.02% 0 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 243 $32K 0.04% 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 237 $31.1K 0.02% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 235 $30.9K 0.02% +2 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 222 $29.2K <0.01% new 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 221 $29.1K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 219 $28.8K 0.01% +1 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 217 $28.6K 0.02% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 220 $28.5K 0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 200 $28K 0.02% 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 211 $27.9K 0.02% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 206 $27.1K 0.02% 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 200 $26.3K 0.01% 0 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 202 $26K 0.03% 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 192 $25.3K 0.01% -86 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 187 $24.6K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 187 $24.6K 0.01% +1 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 176 $23.2K 0.01% 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 170 $22.3K <0.01% +6 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 165 $21.7K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 160 $21.1K 0.01% +126 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 155 $20.4K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 139 $20K 0.01% 0 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 152 $20K 0.01% 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 138 $18.2K 0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 138 $18.2K 0.08% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 136 $17.8K 0.01% +1 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 134 $17.6K <0.01% 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 126 $16.6K <0.01% -827 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 115 $15.3K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 112 $14.7K <0.01% new 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 105 $13.8K 0.01% 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 102 $13.4K <0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 100 $13.2K <0.01% -20 13F-HR Timeline