Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 460 $120K 0.05% -2,593 13F-HR/A Timeline Triumph Capital Management More: the full row for Triumph Capital Management 458 $120K 0.02% -71 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 458 $120K <0.01% new 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 455 $119K 0.01% new 13F-HR Timeline Group 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 450 $117K 0.1% -8 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 448 $117K 0.01% -184 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 436 $114K 0.01% +1 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 430 $112K 0.02% -41 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 420 $110K 0.06% +22 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 417 $109K 0.08% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 412 $108K -178 Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 411 $107K 0.01% +265 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 409 $107K 0.05% -16 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 408 $107K 0.01% -94 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 409 $107K 0.01% -201 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 383 $100K 0.01% -651 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 375 $97.9K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 375 $97.8K 0.01% -383 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 365 $95.3K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 363 $94.6K 0.01% +86 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 353 $92.1K <0.01% new 13F-HR Timeline Group Core Alternative Capital More: the full row for Core Alternative Capital 348 $90.8K 0.03% +58 13F-HR Timeline MOTCO More: the full row for MOTCO 347 $90.6K 0.01% -18,118 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 347 $90.6K 0.03% +37 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 344 $89.7K 0.01% +53 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 327 $85.3K 0.02% +317 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 301 $78.6K <0.01% +53 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 300 $78.3K 0.03% +290 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 300 $78.3K 0.03% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 300 $78K <0.01% 0 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 295 $77K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 294 $76.8K 0.01% -44 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 283 $73.9K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 282 $73.6K 0.01% +173 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 278 $72.6K 0.02% -38 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 277 $72.2K 0.03% -80 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 275 $72K <0.01% +2 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 269 $70.2K <0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 258 $67.3K 0.01% +30 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 253 $66.1K 0.01% -25 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 251 $65.6K 0.04% +221 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 242 $63.2K 0.01% -2 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 242 $63.2K 0.02% 0 13F-HR/A Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 237 $61.9K <0.01% -6 13F-HR Timeline Group WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 233 $60.8K 0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 227 $59.3K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 202 $57.6K 0.01% -34 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 219 $57.2K <0.01% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 217 $56.6K 0.03% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 213 $55.6K 0.05% -49 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 212 $55.4K 0.01% -179 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 212 $55.3K 0.01% -154 13F-HR Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 206 $53.8K <0.01% -281,066 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 193 $50.4K 0.03% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 192 $50.1K <0.01% -43 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 192 $50.1K 0.01% +86 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 187 $48.9K 0.04% +78 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 187 $48.8K <0.01% -18 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 187 $48.8K 0.03% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 180 $47K 0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 178 $46.5K 0.01% -27 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 178 $46.5K 0.03% -59 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 166 $43.3K -976 Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 164 $42.8K 0.04% -38 13F-HR Timeline TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 163 $42.5K 0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 163 $42.5K <0.01% -238 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 156 $40.7K 0.02% -50 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 155 $40.5K 0.01% +150 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 155 $40.3K <0.01% -11,871 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 153 $39.9K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 150 $39.3K 0.01% +137 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 150 $39.1K 0.02% -77 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 151 $39K 0.01% +114 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 149 $39K <0.01% -35 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 142 $37.1K 0.02% +25 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 141 $36.7K 0.01% +126 13F-HR/A Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 132 $34.5K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 131 $34.2K <0.01% -4 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 130 $33.9K 0.02% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 129 $33.7K 0.02% -22 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 128 $33.4K <0.01% -250 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 122 $32K <0.01% -122 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 120 $31.3K 0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 120 $31.3K 0.02% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 119 $31.1K 0.01% -101 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 117 $30.9K 0.01% -569 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 115 $30K 0.01% -73 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 114 $30K 0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 113 $29.4K 0.02% -16 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 112 $29.2K 0.01% +30 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 110 $28.7K <0.01% -36,386 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 110 $28.7K 0.02% -42 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 109 $28.4K <0.01% new 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 108 $28.2K <0.01% -7 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 103 $27.5K <0.01% -197 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 102 $26.6K <0.01% +11 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 101 $26.4K 0.02% -1 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 97 $25.3K 0.01% -733 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 57 $24.8K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 93 $24.3K <0.01% +42 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 87 $23K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 88 $23K 0.01% -36 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 86 $22.4K 0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 86 $22.4K 0.01% +1 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 86 $22.4K <0.01% -286 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 86 $22.4K 0.01% -53 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 85 $22.2K <0.01% -116 13F-HR Timeline Group PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 83 $21.7K 0.03% +26 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 61 $21.6K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 81 $21.1K <0.01% -5 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 80 $20.9K <0.01% -12 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 76 $19.8K 0.01% -585 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 75 $19.6K <0.01% +19 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 73 $19.1K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 76 $19K <0.01% +21 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 72 $18.8K 0.01% 0 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 72 $18.8K -10,342 Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 69 $18.8K 0.01% -26 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 70 $18.3K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 68 $17.7K <0.01% 0 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 67 $17.5K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 67 $17.5K 0.01% -44 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 66 $17.2K 0.01% -28 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 65 $17K 0.01% 0 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 65 $17K 0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 49 $16.4K <0.01% -4 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 62 $16.3K 0.01% -41 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 61 $15.9K <0.01% -22 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 61 $15.9K <0.01% -4 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 60 $15.7K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 60 $15.7K <0.01% -16 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 59 $15.4K <0.01% -33 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 56 $14.6K <0.01% +32 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 56 $14.6K <0.01% -20,901 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 56 $14.6K <0.01% +23 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 56 $14.6K <0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 56 $14.6K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 55 $14.4K <0.01% -59 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 55 $14.4K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 54 $14.1K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 54 $14.1K <0.01% +8 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 52 $13.9K <0.01% -5 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 53 $13.8K <0.01% -104 13F-HR Timeline Wedbush Fund Advisers, LLC More: the full row for Wedbush Fund Advisers, LLC 53 $13.8K <0.01% +31 13F-HR Timeline Exane Asset Management More: the full row for Exane Asset Management 46 $13.7K <0.01% -16,328 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 52 $13.6K <0.01% 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 52 $13.6K 0.01% +32 13F-HR/A Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 51 $13.3K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 51 $13.3K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 50 $13.1K <0.01% -109 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 50 $13.1K <0.01% +34 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 50 $13.1K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 50 $13.1K <0.01% -167 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 50 $13.1K <0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 50 $13.1K <0.01% -203 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 50 $13.1K 0.01% 0 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 50 $13.1K 0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 39 $12.8K <0.01% +31 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 49 $12.8K <0.01% +31 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 49 $12.8K <0.01% +20 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 49 $12.8K <0.01% -147 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 48 $12.5K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 48 $12.5K 0.01% -9 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 48 $12.5K 0.01% -25 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 47 $12.3K 0.01% -2 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 45 $12K <0.01% -3 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 46 $12K 0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 38 $11.5K <0.01% +10 13F-HR Timeline Quarry LP More: the full row for Quarry LP 44 $11.5K <0.01% -46 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 44 $11.5K 0.01% -879 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 42 $11K <0.01% -4 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 32 $10.8K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 41 $10.7K <0.01% +26 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 41 $10.7K 0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 40 $10.4K <0.01% -15 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 40 $10.4K <0.01% -24 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 40 $10.4K 0.01% -22 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 38 $9.92K <0.01% -20 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 37 $9.66K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 35 $9.06K <0.01% -48 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 34 $9.06K <0.01% +11 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 33 $8.61K <0.01% -9 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 33 $8.61K <0.01% +14 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 32 $8.35K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 32 $8.35K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 31 $8.09K <0.01% -131 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 31 $8.09K <0.01% -43 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 31 $8.09K <0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 29 $7.85K <0.01% -22 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 29 $7.57K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 28 $7.39K <0.01% -29 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 28 $7.36K <0.01% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 28 $7.31K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 28 $7.31K <0.01% +3 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 27 $7.06K <0.01% +1 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 27 $7.05K <0.01% -20 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 27 $7.05K <0.01% -20 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 27 $7.05K <0.01% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 27 $7.05K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 26 $6.81K <0.01% -29 13F-HR Timeline