Key Financial Inc More: the full row for Key Financial Inc 7,438 $149K 0.03% -921 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 7,396 $148K 0.03% +107 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 7,387 $148K 0.01% -1,163 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 7,383 $148K 0.01% +1,657 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 7,359 $148K 0.1% -4,205 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 7,300 $146K 0.05% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 7,161 $144K 0.04% -1,890 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 7,150 $143K 0.01% -601 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 7,076 $142K 0.03% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 7,069 $142K 0.02% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 7,050 $141K 0.01% 0 13F-HR Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 7,005 $140K 0.12% -2,567 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 7,000 $140K 0.05% -1,000 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 7,164 $139K 0.06% 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 6,912 $139K 0.08% +350 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 6,540 $131K 0.02% -600 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 6,505 $130K 0.02% -200 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 6,374 $128K 0.05% +200 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 6,360 $128K 0.07% 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 6,325 $127K 0.06% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 6,274 $126K 0.03% -3,727 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 6,236 $125K 0.06% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 6,212 $125K 0.07% -2,555 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 6,170 $124K 0.06% +170 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 6,162 $124K 0.05% -3,607 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 6,143 $123K 0.03% +2 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 6,140 $123K 0.12% 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 6,096 $122K 0.03% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 6,079 $122K 0.02% +21 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 6,030 $121K 0.04% new 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 6,002 $120K 0.01% -83 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 5,977 $120K 0.02% -12,417 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 5,957 $119K 0.04% +160 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 5,896 $118K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5,808 $117K 0.06% 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 5,816 $117K 0.01% -731 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 14,042 $117K 0.01% -5,320 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,772 $116K 0.01% -1,427 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 5,692 $114K 0.09% -200 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 5,682 $114K 0.04% +682 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 5,642 $113K 0.04% -1,672 13F-HR Timeline TOBAM More: the full row for TOBAM 5,624 $113K 0.03% -25,064 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,583 $112K 0.02% +603 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 5,561 $111K 0.03% +2,993 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 5,552 $111K 0.07% -165 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 5,540 $110K 0.07% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 5,462 $110K 0.05% -3,050 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,408 $108K <0.01% -1,688 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 4,600 $108K 0.01% new 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 5,319 $107K 0.02% 0 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 5,294 $106K 0.04% -9,065 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,286 $106K <0.01% +2,903 13F-HR Timeline Group Granite FO LLC More: the full row for Granite FO LLC 5,253 $105K 0.06% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 5,196 $104K 0.01% -701 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 5,149 $103K 0.05% -6,861 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 5,062 $101K 0.02% +312 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4,986 $100K 0.03% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4,951 $99.3K 0.01% 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 4,910 $98.4K 0.09% -5,700 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 4,909 $98.4K 0.04% -4,350 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,848 $97.2K 0.03% -1,775 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 4,845 $97K 0.02% +4,215 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 4,825 $97K <0.01% 0 13F-HR Timeline Group MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 4,830 $96.8K 0.09% -1,970 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,818 $96.6K 0.08% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 13,759 $96.3K 0.03% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,792 $96.1K 0.01% -3,087 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 4,721 $94.7K 0.01% +251 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 4,690 $94K 0.02% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 4,688 $94K <0.01% +208 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 4,667 $93.6K 0.07% -9,008 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 4,651 $93.3K 0.03% -89 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,632 $92.9K 0.02% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 4,587 $92K 0.04% -1,254 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 4,467 $89.6K 0.06% -3,900 13F-HR/A Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,365 $87.5K 0.02% -817 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 4,299 $86.2K 0.07% 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 4,225 $85K <0.01% -3,375 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,191 $84K 0.01% -1,397 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,118 $82.6K 0.02% -5,228 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,097 $82.1K 0.02% -115 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 4,085 $81.9K 0.05% -630 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 4,066 $81.1K <0.01% 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 4,007 $80.3K 0.01% +262 13F-HR Timeline Trust Co More: the full row for Trust Co 3,835 $76.9K 0.01% +23 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 3,809 $76K 0.03% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,739 $75K 0.03% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,728 $74.7K 0.01% -747 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,721 $74.6K 0.05% -530 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 3,689 $74K 0.03% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3,684 $73.9K 0.04% -1 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,634 $72.9K 0.05% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,630 $72.8K 0.01% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3,600 $72.2K 0.01% +190 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 3,597 $72.1K 0.04% -109 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 3,607 $71K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,416 $68.5K 0.01% +1,585 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 3,378 $67.7K 0.02% -489 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 3,360 $67.4K 0.05% 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,328 $67K 0.01% +1,700 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,322 $66.6K <0.01% -46,200 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 3,287 $65.9K 0.02% +25 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3,227 $64.7K 0.01% -1,284 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,218 $64.5K 0.03% -879 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3,211 $64.4K 0.04% 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 3,212 $64K 0.03% -2,000 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 3,194 $64K 0.03% -201 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,165 $63.5K 0.02% -2,576 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 3,146 $63.1K 0.02% -225 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,130 $62.8K 0.03% -562 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,085 $61.9K 0.02% 0 13F-HR Timeline Group Putney Financial Group LLC More: the full row for Putney Financial Group LLC 3,085 $61.9K 0.06% 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 3,065 $61.5K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,000 $60.1K 0.02% -40 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,979 $59.7K 0.01% -232 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,969 $59.5K 0.03% -422 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 2,946 $59K 0.02% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,901 $58.2K 0.01% -2,575 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,900 $58.2K 0.03% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,853 $57.2K 0.02% +2,769 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,816 $56.5K <0.01% -3,993 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,799 $56.1K 0.02% 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 2,785 $55.8K 0.04% -14,950 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 2,763 $55.4K 0.03% +320 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 2,762 $55.4K 0.02% -2,177 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 2,695 $54K 0.05% 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 2,693 $54K 0.03% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,658 $53.3K 0.01% +409 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 2,588 $52.3K 0.02% -460 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,604 $52K 0.01% +194 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,568 $51.5K 0.01% -363 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,100 $50.9K 0.02% -4,897 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 2,523 $50.6K 0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 2,510 $50.3K 0.04% +1,382 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 2,509 $50.3K 0.03% -273 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 2,508 $50.3K 0.03% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2,500 $50.1K 0.02% 0 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 2,500 $50.1K 0.02% -383 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 2,450 $49.1K 0.03% -1,106 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 2,440 $48.9K 0.01% -54 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 24,057 $48.3K 0.02% -698 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 2,390 $47.9K 0.03% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 2,389 $47.9K 0.02% -17 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,381 $47.7K 0.01% -7,917 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 2,359 $47.3K 0.01% +50 13F-HR Timeline MOTCO More: the full row for MOTCO 2,308 $46.3K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,303 $46.2K 0.02% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,917 $46.1K 0.04% 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,301 $46.1K 0.01% -1,966 13F-HR Timeline OAKMONT Corp More: the full row for OAKMONT Corp 2,258 $45.3K 0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 2,210 $44.3K 0.01% -959 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,203 $44.2K 0.02% -896 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 2,174 $43.6K 0.01% -70,502 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,129 $42.7K 0.01% -1,990 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 2,068 $41.5K 0.01% -2,058 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 2,048 $41.1K 0.02% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 2,091 $41K 0.01% -309 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 2,042 $41K 0.02% -112,650 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,973 $39.6K 0.01% +1,473 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. One River Asset Management, LLC More: the full row for One River Asset Management, LLC 1,984 $39.3K 0.06% -7,037 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,951 $39.1K 0.02% -380 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,951 $39.1K 0.02% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,911 $38.3K 0.01% new 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 1,881 $38K 0.02% -1 13F-HR/A Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 1,895 $38K 0.02% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,848 $37.1K 0.04% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,841 $36.9K 0.03% -103 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,836 $36.8K <0.01% -414 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,811 $36.3K 0.03% 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,800 $36.1K 0.03% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,840 $36K 0.01% +84 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 1,792 $35.9K 0.02% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,783 $35.8K <0.01% +50 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 1,774 $35.6K 0.01% -24,651 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,713 $34.3K 0.02% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,706 $34.2K 0.02% 0 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,697 $34K 0.02% -550 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,684 $33.8K 0.03% 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,678 $33.6K 0.03% 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1,673 $33.5K 0.03% 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 1,649 $33.1K 0.02% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 2,815 $32.8K <0.01% +229 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,633 $32.7K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,614 $32.4K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 1,600 $32.1K 0.02% 0 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 1,600 $32.1K 0.03% 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,600 $32K 0.01% new 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,557 $31.2K 0.01% new 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 1,528 $30.6K 0.01% -270 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,500 $30.1K <0.01% -9,500 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,465 $29.4K 0.02% -320 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,438 $28.8K 0.02% -1,318 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,427 $28.6K 0.01% +471 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 1,424 $28.6K 0.02% 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,404 $28.1K 0.01% 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,402 $28K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,369 $27.5K <0.01% -517 13F-HR/A Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,332 $26.7K 0.01% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,330 $26.7K 0.01% 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 1,284 $25.3K 0.01% 13F-HR Timeline