Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 1,810 $240K 0.03% 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 $238K <0.01% 0 13F-HR Timeline Group V2 Financial group LLC More: the full row for V2 Financial group LLC 1,800 $238K 0.11% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,799 $238K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,799 $238K 0.18% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,793 $238K 0.01% +2 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 1,772 $235K 0.14% -340 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,770 $235K <0.01% 0 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,770 $235K 0.01% -1,332 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,766 $234K 0.03% 0 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 1,764 $234K 0.05% +5 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,647 $233K <0.01% +97 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1,753 $232K 0.03% +65 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,750 $232K 0.02% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,747 $232K <0.01% -4 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,740 $231K 0.02% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,738 $230K 0.01% -243 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,729 $230K 0.01% -334 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 1,732 $229K 0.09% 0 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 1,728 $229K 0.12% 0 13F-HR Timeline Friday Financial More: the full row for Friday Financial 1,724 $228K 0.08% 0 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 1,724 $228K 0.1% +5 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 1,720 $228K 0.05% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,721 $228K <0.01% +39 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,719 $228K 0.01% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,715 $227K 0.01% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,715 $227K <0.01% -197 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,650 $227K <0.01% 0 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,696 $225K 0.12% -273 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,690 $224K 0.12% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,684 $223K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,673 $222K 0.01% 0 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 1,663 $220K 0.1% +4 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 1,659 $220K 0.07% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,657 $220K 0.02% +6 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,649 $218K 0.01% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,629 $216K <0.01% 0 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 1,626 $215K 0.29% +1 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,624 $215K <0.01% new 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 1,619 $215K <0.01% -4,280 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,651 $214K 0.01% +6 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 1,612 $214K <0.01% 0 13F-HR Timeline Group Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 1,600 $212K 0.07% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,598 $212K <0.01% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 1,587 $210K 0.03% +2 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,582 $210K 0.04% new 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 1,578 $209K 0.11% -534 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,564 $207K 0.08% -1,500 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 1,548 $205K 0.12% -202,153 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,546 $205K 0.01% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,540 $204K 0.01% -1,705 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,540 $204K 0.03% new 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 1,538 $204K 0.17% 0 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 1,535 $203K 0.09% -141 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,533 $203K 0.09% +6 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 1,530 $203K 0.1% +3 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 1,516 $201K 0.09% new 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,516 $201K 0.01% new 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,515 $201K 0.03% new 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,496 $198K 0.02% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,443 $191K 0.06% +5 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,422 $188K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,399 $185K 0.01% -4 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,370 $182K 0.03% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,367 $181K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,352 $179K 0.01% new 13F-HR/A Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,338 $177K 0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,235 $176K 0.07% +10 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,308 $173K 0.02% +4 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,306 $173K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,256 $166K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,248 $165K 0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,234 $164K <0.01% -545 13F-HR/A Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,230 $163K 0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,191 $158K 0.05% -1,024 13F-HR Timeline Group Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,185 $157K 0.06% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,180 $156K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,171 $155K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,166 $155K <0.01% -1,218 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,138 $151K 0.02% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,135 $150K 0.02% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,131 $150K 0.03% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,090 $144K 0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,085 $144K 0.04% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,098 $142K 0.01% +318 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,062 $141K 0.05% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 1,022 $135K 0.11% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,004 $133K 0.06% -4 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 974 $129K 0.11% -1,505 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 934 $124K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 918 $123K 0.06% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 920 $122K 0.02% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 915 $121K 0.04% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 912 $121K 0 Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 880 $117K 0.04% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 873 $116K 0.02% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 851 $113K 0.02% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 850 $113K 0.06% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 825 $109K 0.01% -19 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 $107K 0.01% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 803 $106K 0.11% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 798 $106K 0.04% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 797 $106K 0.04% 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 795 $105K 0.01% +262 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 791 $105K <0.01% -393 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 780 $103K 0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 775 $103K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 753 $99.8K 0.06% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 732 $96.9K 0.12% -16,097 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 725 $96.1K 0.03% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 684 $90.6K <0.01% 0 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 669 $88.6K 0.02% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 668 $88.5K 0.09% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 660 $87.5K 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 $86.8K 0.01% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 647 $85.7K 0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 630 $83.5K 0.06% new 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 620 $82.2K 0.06% -75 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 600 $79.5K 0.02% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 585 $77.5K <0.01% new 13F-HR Timeline Group Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 564 $74.7K 0.05% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 563 $74.6K <0.01% +181 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 547 $72.5K 0.01% +138 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 516 $68.4K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 515 $68.2K <0.01% -736 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 511 $67.8K 0.02% +2 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 511 $67.7K 0.01% +290 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 506 $67K <0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 490 $64.9K 0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 488 $64.7K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 474 $62.8K 0.04% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 469 $62.2K 0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 463 $61.3K 0.02% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 462 $61.2K 0.02% 0 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 460 $60.9K 0.06% +2 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 450 $59.6K 0.02% -25 13F-HR Timeline Group Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 441 $58.5K 0.04% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 440 $58.3K 0.03% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 430 $57K 0.02% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 430 $56.9K 0.01% +2 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 426 $56.4K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 424 $56K 0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 410 $54.3K 0.05% 0 13F-HR/A Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 402 $53.3K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 401 $53.1K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 401 $53K <0.01% -16 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 400 $53K <0.01% new 13F-HR/A Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 386 $51.1K 0.04% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 385 $51K <0.01% -307 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 382 $50.6K 0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 367 $48.6K 0.02% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 338 $44.8K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 313 $41.5K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 304 $40.3K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 300 $39.8K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 300 $39.8K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 284 $37.6K 0.02% 0 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 268 $35.5K 0.01% new 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 249 $35.4K 0.01% -7 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 266 $35.2K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 262 $34.7K 0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 246 $32.6K 0.01% 0 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 246 $32.6K 0.02% 0 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 244 $32.3K 0.02% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 237 $31.3K 0.02% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 235 $31.3K 0.02% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 231 $31K <0.01% -134 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 220 $29.1K 0.01% +1 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 217 $28.8K 0.02% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 212 $28.2K 0.02% +1 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 206 $27.3K 0.02% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 202 $26.8K 0.01% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 200 $26.5K 0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 200 $26.2K 0.02% 0 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 203 $26K 0.02% +1 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 192 $25.4K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 187 $24.8K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 184 $24.4K 0.01% -3 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 180 $23.9K 0.02% 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 176 $23.4K <0.01% +6 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 176 $23.3K 0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 172 $22.8K 0.02% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 165 $21.9K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 155 $20.5K <0.01% 0 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 152 $20.1K 0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 148 $19.6K <0.01% -72 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 139 $18.4K 0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 138 $18.3K 0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 138 $18.3K 0.08% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 137 $18.2K <0.01% -131 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 136 $18K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 136 $18K <0.01% +2 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 128 $17K 0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 126 $16.7K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 115 $15.2K 0.01% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 106 $14K <0.01% new 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 105 $13.9K 0.01% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 102 $13.5K <0.01% 0 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 100 $13.2K <0.01% new 13F-HR Timeline