ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 366 $227K 0.07% new 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 366 $227K 0.19% -65 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 363 $225K 0.17% +1 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 363 $225K 0.07% +6 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 363 $225K 0.03% -1 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 360 $224K 0.08% 0 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 415 $223K 0.06% -86 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 359 $223K 0.08% 0 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 359 $223K 0.12% new 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 359 $223K 0.1% new 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 359 $223K 0.11% +2 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 358 $222K 0.06% new 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 358 $222K 0.1% new 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 358 $222K 0.05% 0 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 357 $222K 0.05% 0 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 356 $221K 0.09% -56 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 355 $220K <0.01% new 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 355 $220K 0.43% -267 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 354 $220K 0.13% new 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 352 $219K 0.11% new 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 352 $219K 0.06% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 352 $219K 0.05% -415 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 352 $219K 0.2% new 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 350 $217K 0.1% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 349 $217K <0.01% new 13F-HR Timeline Group Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 346 $215K 0.06% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 346 $215K 0.08% new 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 345 $214K 0.03% new 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 345 $214K 0.07% new 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 345 $214K 0.21% new 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 344 $214K 0.1% new 13F-HR Timeline SAGE ADVISORS, LLC More: the full row for SAGE ADVISORS, LLC 343 $213K 0.15% new 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 342 $212K 0.02% new 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 342 $212K 0.17% new 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 341 $212K 0.07% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 341 $212K 0.05% -15 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 341 $212K 0.15% -204 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 339 $210K 0.11% new 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 337 $209K 0.14% +227 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 336 $209K 0.16% new 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 336 $209K 0.14% new 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 335 $208K 0.13% new 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 334 $207K 0.07% new 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 332 $206K 0.12% -248 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 332 $206K 0.15% new 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 331 $206K 0.02% new 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 331 $206K 0.11% new 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 331 $205K 0.08% -84 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 330 $205K 0.13% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 330 $205K 0.24% -8,727 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 330 $205K 0.33% new 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 329 $204K 0.2% new 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 329 $204K 0.03% new 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 329 $204K 0.02% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 321 $204K 0.17% +112 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 328 $204K 0.05% new 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 328 $203K 0.09% new 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 327 $203K 0.13% new 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 325 $202K 0.16% new 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 325 $202K 0.09% 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 325 $202K <0.01% new 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 324 $201K 0.09% new 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 323 $201K 0.06% new 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 323 $201K 0.1% -79 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 323 $201K 0.08% new 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 313 $200K 0.05% +18 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 313 $194K <0.01% 0 13F-HR Timeline Group Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 309 $192K 0.07% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 301 $187K 0.08% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 300 $186K 0.12% new 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 300 $186K 0.16% 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 298 $185K 0.13% +127 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 297 $184K 0.1% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 297 $184K 0.12% -369 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 292 $181K 0.06% 0 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 290 $180K 0.09% -12 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 289 $179K 0.12% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 288 $179K 0.02% -27 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 282 $175K 0.04% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 273 $170K 0.03% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 270 $168K 0.1% +20 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 269 $167K 0.04% -104 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 268 $166K 0.04% -2 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 267 $166K 0.03% +1 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 257 $160K 0.09% 0 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 254 $158K 0.04% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 252 $156K 0.1% 0 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 250 $155K 0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 243 $151K 0.09% +6 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 242 $150K 0.04% +1 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 241 $150K 0.07% -148 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 234 $145K 0.05% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 227 $141K 0.05% +51 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 227 $141K 0.08% +15 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 226 $140K 0.02% +38 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 222 $139K 0.03% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 218 $135K 0.05% +3 13F-HR/A Timeline Group Covestor Ltd More: the full row for Covestor Ltd 217 $135K 0.08% +176 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 217 $135K 2.77% -338 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 216 $134K 0.07% +1 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 210 $130K 0.08% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 209 $130K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 199 $123K 0.05% 0 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 196 $122K 0.08% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 195 $121K 0.02% -19 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 192 $119K 0.09% -240 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 184 $115K 0.04% +15 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 191 $112K 0.06% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 180 $112K 0.07% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 177 $110K 0.04% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 176 $109K 0.09% -20 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 175 $109K 0.07% -66 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 174 $108K 0.02% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 170 $105K 0.06% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 189 $103K 0.06% +151 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 166 $103K 0.05% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 165 $103K 0.05% +83 13F-HR Timeline Kopp Family Office, LLC More: the full row for Kopp Family Office, LLC 159 $98.7K 0.06% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 154 $95.6K 0.03% 0 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 148 $92.2K 0.05% 0 13F-HR/A Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 147 $91.5K 0.03% -130 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 143 $88.8K 0.03% 0 13F-HR/A Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 140 $86.9K <0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 138 $85.7K 0.07% -15 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 138 $85.7K 0.03% +47 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 135 $83.8K 0.01% -8 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 135 $83.8K 0.05% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 133 $82.6K 0.03% +33 13F-HR Timeline STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 132 $82K 0.04% -280 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 131 $81.3K 0.03% +10 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 129 $80.1K 0.03% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 122 $75.8K 0.01% +12 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 118 $73K 0.01% +5 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 113 $70.2K 0.05% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 112 $69.6K 0.04% +87 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 112 $69.5K 0.01% +92 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 107 $66.4K 0.02% 0 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 100 $62.1K 0.02% -400 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 100 $62.1K 0.04% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 100 $62K 0.03% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 99 $61.5K 0.04% new 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 97 $60.2K 0.03% -9 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 96 $59.6K 0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 95 $59K 0.04% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 94 $58K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 94 $58K 0.02% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 91 $56.5K 0.05% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 91 $56.4K <0.01% -790 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 90 $55.9K 0.06% +10 13F-HR/A Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 109 $52.1K 0.58% -248 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 81 $50.3K 0.03% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 81 $49.9K 0.06% -18,453 13F-HR/A Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 78 $48.4K 0.04% -24 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 74 $45.9K 0.02% -21 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 69 $42.8K 0.04% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 69 $42.7K 0.02% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 67 $41.6K 0.03% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 59 $36.6K 0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 59 $36.6K 0.01% +40 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 57 $35.4K 0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 55 $34K 0.03% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 52 $32.3K 0.01% -27 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 48 $29.8K 0.02% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 46 $29.5K <0.01% -45 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 36 $27K 0.01% +4 13F-HR/A Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 40 $24.8K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 40 $24.8K 0.01% -42 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 37 $23K 0.02% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 37 $22.8K 0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 36 $22.4K 0.02% -7 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 33 $20.5K 0.01% new 13F-HR Timeline PUNCH & ASSOCIATES INVESTMENT MANAGEMEN… More: the full row for PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 28 $17.4K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 28 $17.4K 0.01% +27 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 27 $16.8K 0.01% new 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 26 $16.1K 0.02% 0 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 24 $14.9K 0.01% 0 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 24 $14.9K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 24 $14.9K 0.01% 0 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 24 $14.9K 0.01% -1 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 22 $13.7K 0.01% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 22 $13.7K 0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 22 $13.5K 0.01% 0 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 21 $13K 0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 16 $9.93K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 15 $9.51K <0.01% -2,649 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 12 $7.45K <0.01% -5 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 11 $6.83K <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 1,081 $6.71K 0.26% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 11 $6.25K 0.01% +1 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 6 $3.73K 0.06% -91 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 4 $2.48K <0.01% new 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 3 $1K <0.01% 0 13F-HR Timeline DEERE & CO More: the full row for DEERE & CO 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 24,030 $38.7K -14,694 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.