Curat Global, LLC More: the full row for Curat Global, LLC 240 $111K 0.11% -120 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 220 $101K 0.03% +206 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 217 $100K 0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 211 $97K <0.01% +6 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 208 $95.9K 0.03% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 208 $95.9K 0.05% -2 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 204 $94K 0.01% +50 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 208 $93.9K 0.01% +5 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 201 $92.7K 0.02% +76 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 201 $92.7K 0.05% +192 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 200 $92.2K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 198 $91.3K 0.04% +20 13F-HR/A Timeline Financial Life Planners More: the full row for Financial Life Planners 197 $90.8K 0.07% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 194 $89.4K <0.01% -40 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 191 $88K 0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 191 $88K 0.06% new 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 190 $87.6K 0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 189 $87.1K 0.06% -40 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 186 $85.7K 0.03% +151 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 185 $85.3K 0.03% +98 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 183 $84.4K 0.02% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 180 $83K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 178 $82.1K 0.01% -5 13F-HR Timeline City State Bank More: the full row for City State Bank 177 $81.6K 0.02% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 175 $80.7K <0.01% +90 13F-HR 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 173 $79.8K <0.01% +15 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 172 $79.3K <0.01% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 172 $79.3K <0.01% +97 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 171 $78.8K 0.02% +15 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 171 $78.8K 0.02% -31 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 170 $78.4K 0.01% -8 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 169 $77.9K 0.02% -50 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 167 $77K 0.03% -15 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 167 $77K 0.01% +107 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 164 $75.6K 0.01% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 160 $73.8K 0.07% 0 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 160 $73.8K 0.03% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 159 $73.3K 0.01% +9 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 155 $71.5K 0.06% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 149 $68.7K 0.06% +36 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 148 $68.2K 0.01% -24 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 147 $67.8K <0.01% 0 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 144 $66.4K 0.06% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 142 $65.5K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 142 $65.5K 0.04% +1 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 140 $65K <0.01% -5 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 137 $63.2K 0.04% new 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 135 $62.2K 0.02% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 132 $60.9K <0.01% -509 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 132 $60.9K 0.01% -25 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 128 $59K 0.03% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 124 $57.2K <0.01% -9 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 123 $56.7K 0.01% -17 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 123 $56.7K 0.05% -432 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 122 $56K 0.02% 0 13F-HR/A Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 119 $54.9K 0.02% -57 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 117 $53.9K 0.01% -1,548 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 116 $53.5K <0.01% +16 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 112 $51.6K 0.02% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 111 $51.2K <0.01% -7,996 13F-HR/A Timeline Group First Pacific Financial More: the full row for First Pacific Financial 111 $51.2K 0.01% +57 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 111 $51.2K 0.02% +82 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 111 $51.2K 0.03% +1 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 111 $51.2K 0.03% +16 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 110 $50.7K 0.03% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 110 $50.7K 0.02% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 110 $50.7K 0.05% +70 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 109 $50.2K 0.03% +30 13F-HR Timeline Group Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 109 $50.2K 0.03% new 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 109 $50.2K 0.03% 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 108 $49.8K 0.02% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 104 $47.9K 0.02% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 103 $47.5K 0.03% -19 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 102 $47K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 102 $47K 0.03% -8 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 103 $47K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 101 $46.6K 0.03% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 100 $46.1K 0.02% -1 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 96 $44.3K 0.01% +28 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 95 $43.8K 0.01% -33 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 95 $43.8K 0.01% -2 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 93 $42.9K <0.01% +38 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 93 $42.9K 0.03% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 93 $42.9K 0.04% +11 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 90 $41.5K 0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 88 $41K 0.03% -66 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 88 $40.6K 0.04% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 87 $40.1K 0.02% +26 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 87 $40.1K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 86 $40K 0.02% +16 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 85 $39.2K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 83 $38.3K 0.01% new 13F-HR/A Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 82 $37.8K 0.02% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 78 $36K 0.01% +9 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 75 $34.6K 0.01% new 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 75 $34.6K 0.03% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 72 $33.3K 0.01% -1,119 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 72 $33.2K 0.01% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 72 $33K 0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 70 $32.5K 0.02% 0 13F-HR/A Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 70 $32.3K 0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 70 $32.3K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 69 $31.8K <0.01% +1 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 68 $31.3K <0.01% +22 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 68 $31.3K 0.01% +25 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 68 $31.3K 0.03% -18 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 66 $30.4K 0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 65 $30K <0.01% +20 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 64 $29.5K 0.01% -12 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 64 $29.5K 0.01% +5 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 63 $29K 0.01% +37 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 61 $28.1K 0.01% +16 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 59 $27.2K <0.01% -2 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 59 $27.2K <0.01% +15 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 58 $26.7K 0.01% +8 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 58 $26.7K 0.04% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 54 $24.9K 0.04% -45 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 54 $24.9K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 53 $24.4K 0.01% -3 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 51 $23.5K 0.01% +7 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 49 $22.6K 0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 48 $22.3K 0.01% 0 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 48 $22.1K 0.01% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 47 $21.7K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 47 $21.7K <0.01% -1 13F-HR Timeline Wedbush Fund Advisers, LLC More: the full row for Wedbush Fund Advisers, LLC 45 $20.7K <0.01% new 13F-HR Timeline SMA Capital LLC More: the full row for SMA Capital LLC 45 $20.7K 0.01% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 44 $20.3K 0.01% -21 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 43 $19.8K 0.01% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 42 $19.4K 0.12% 0 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 43 $19K <0.01% -45 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 40 $18.4K 0.01% +25 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 39 $18K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 39 $18K 0.01% +34 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 37 $17.1K <0.01% -6,489 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 37 $17.1K 0.01% -2 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 36 $16.6K 0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 36 $16.6K 0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 36 $16.6K 0.02% +2 13F-HR/A Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 36 $16.6K 0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 36 $16.6K 0.01% 0 13F-HR/A Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 30 $16.3K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 35 $16.1K 0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 35 $16.1K 0.01% +14 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 34 $15.7K 0.01% -7 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 34 $15.3K 0.01% +10 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 32 $14.8K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 32 $14.8K <0.01% -3 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 30 $13.8K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DAGCO, INC. More: the full row for DAGCO, INC. 30 $13.8K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 30 $13.8K <0.01% -3 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 30 $13.8K 0.02% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 30 $13.8K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 30 $13.8K 0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 30 $13.8K 0.01% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 29 $13.4K 0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 29 $13.4K 0.01% +4 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 28 $12.9K 0.01% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 28 $12.9K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 28 $12.9K 0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 27 $12.6K 0.01% -7 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 25 $11.5K <0.01% 0 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 25 $11.5K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 25 $11.5K <0.01% +8 13F-HR Timeline Group PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 25 $11.5K 0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 24 $11.1K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 23 $10.6K <0.01% -108 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 22 $10.1K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 22 $10.1K <0.01% +6 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 22 $10.1K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 23 $10K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 22 $10K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 21 $9.68K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 21 $9.68K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 21 $9.68K <0.01% -3 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 21 $9.68K <0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 21 $9.68K <0.01% -10 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 21 $9.64K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 20 $9.22K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 20 $9.22K <0.01% -1 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 20 $9.22K 0.01% +2 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 20 $9.22K <0.01% +6 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 19 $8.76K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 18 $8.3K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 18 $8.3K <0.01% +9 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 18 $8.3K 0.01% 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 18 $8.3K <0.01% 0 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 18 $8K 0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 17 $7.84K <0.01% +6 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 17 $7.84K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 16 $7.38K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 16 $7.38K <0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 15 $6.92K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 15 $6.92K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 15 $6.92K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 15 $6.91K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 16 $6.72K <0.01% +4 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 14 $6.45K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 14 $6.45K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 14 $6.45K <0.01% 0 13F-HR Timeline