Wright Wealth LLC More: the full row for Wright Wealth LLC 496 $211K 0.14% -309 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 495 $211K 0.15% 0 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 495 $211K 0.13% 0 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 494 $211K 0.16% 0 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 494 $211K 0.05% 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 487 $210K 0.13% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 493 $210K <0.01% new 13F-HR Timeline Group PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 493 $210K 0.01% 0 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 492 $210K 0.06% +50 13F-HR Timeline Security National Bank More: the full row for Security National Bank 491 $209K 0.03% 0 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 491 $209K 0.05% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 444 $208K 0.13% 0 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 488 $208K 0.02% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 485 $207K 0.05% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 484 $206K 0.1% 0 13F-HR Timeline Layline Advisors, LLC More: the full row for Layline Advisors, LLC 483 $206K 0.23% 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 482 $206K 0.03% -84 13F-HR Timeline Aspirean Wealth, LLC More: the full row for Aspirean Wealth, LLC 482 $206K 0.22% 0 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 480 $205K 0.07% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 479 $204K 0.01% +46 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 477 $203K 0.05% +45 13F-HR/A Timeline Benin Management CORP More: the full row for Benin Management CORP 477 $203K 0.05% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 475 $203K 0.01% -254 13F-HR Timeline Group Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 474 $202K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 472 $201K 0.11% 0 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 472 $201K 0.05% -6 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 472 $201K 0.05% 0 13F-HR/A Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 472 $201K 0.16% 0 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 470 $200K 0.07% -165 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 465 $198K 0.06% -25 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 462 $197K 0.08% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 452 $193K 0.1% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 450 $192K 0.09% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 438 $189K 0.1% +364 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 439 $187K 0.18% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 438 $187K 0.07% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 438 $187K 0.06% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 435 $185K 0.02% +362 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 432 $184K 0.03% 0 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 431 $184K 0.05% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 423 $180K 0.09% 0 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 415 $177K 0.03% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 415 $177K 0.12% 0 13F-HR Timeline Alcosta Capital Management, Inc. More: the full row for Alcosta Capital Management, Inc. 409 $174K 0.13% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 403 $172K 0.01% -34 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 400 $171K 0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 400 $171K 0.11% +10 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 398 $170K 0.1% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 396 $169K 0.09% +87 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 388 $165K 0.15% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 388 $165K 0.03% +5 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 383 $163K 0.04% 0 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 380 $162K 0.17% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 379 $162K 0.11% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 375 $160K 0.05% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 367 $156K 0.03% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,256 $156K 0.09% +942 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 363 $155K 0.09% -1,522 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 362 $154K 0.07% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 360 $154K 0.05% -83 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 359 $153K 0.02% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 356 $152K 0.04% 0 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 355 $151K 0.01% new 13F-HR Timeline Group SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 354 $151K 0.11% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 350 $149K 0.04% -188 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 350 $149K 0.07% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 337 $144K 0.11% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 331 $141K 0.04% +68 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 328 $140K 0.06% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 320 $136K 0.06% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 314 $134K 0.04% +170 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 313 $133K 0.05% 0 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 311 $133K 0.03% 0 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 307 $131K 0.04% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 301 $128K 0.04% new 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 300 $128K 0.1% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 293 $125K 0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 293 $125K 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 291 $124K 0.05% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 286 $122K 0.07% -46 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 282 $120K 0.08% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 275 $117K 0.01% -54 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 275 $117K 0.02% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 274 $117K <0.01% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 273 $116K 0.02% 0 13F-HR Timeline Group Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 269 $115K 0.03% new 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 265 $113K 0.07% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 257 $110K 0.17% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 255 $109K 0.03% -15 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 880 $109K 0.01% +634 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 250 $107K 0.06% -3 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 250 $107K 0.07% new 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 250 $106K 0.07% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 246 $105K 0.02% -184 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 246 $105K 0.06% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 241 $103K 0.06% +2 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 240 $102K 0.03% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 231 $98.5K 0.08% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 228 $97.2K 0.02% +74 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 227 $97K 0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 232 $96.7K 0.08% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 226 $96.4K 0.02% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 223 $94.9K 0.04% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 218 $93.1K 0.02% -37 13F-HR Timeline ARK Investment Management LLC in group ARK Investment Management LLC More: the full row for ARK Investment Management LLC 216 $92.3K <0.01% -1,003 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 213 $90.8K 0.05% -75 13F-HR Timeline Timmons Wealth Management, LLC More: the full row for Timmons Wealth Management, LLC 210 $89.7K 0.09% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 205 $87K 0.02% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 200 $85K 0.02% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 195 $83.1K 0.02% +11 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 195 $83.1K 0.06% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 192 $81.9K 0.03% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 190 $81.1K 0.02% +27 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 183 $78K 0.04% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 176 $74.9K <0.01% +135 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 175 $74.6K 0.21% -16,341 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 172 $73.3K 0.05% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 168 $71.6K 0.03% new 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 167 $71.4K 0.05% 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 165 $70.4K 0.05% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 560 $67.4K 0.04% +420 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 155 $66.7K 0.01% new 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 155 $66.1K 0.04% new 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 149 $66K 0.05% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 153 $65.2K 0.03% +23 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 152 $64.8K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 151 $64.4K 0.02% new 13F-HR Timeline TANAKA CAPITAL MANAGEMENT INC More: the full row for TANAKA CAPITAL MANAGEMENT INC 149 $64K 0.11% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 150 $64K 0.02% 0 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 150 $64K 0.02% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 150 $64K 0.03% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 147 $62.7K 0.02% -48 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 145 $61.8K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 144 $61.5K 0.04% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 144 $61.4K 0.03% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 142 $60.5K 0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 142 $60.3K 0.05% +1 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 141 $60.1K 0.01% -540 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 141 $60.1K 0.02% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 126 $59.8K 0.02% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 138 $58.9K 0.03% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 134 $57.1K 0.03% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 130 $55.4K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 125 $53.3K 0.04% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 116 $49.5K 0.02% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 116 $49.5K 0.03% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 114 $48.6K 0.02% -149 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 112 $47.8K <0.01% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 111 $47.3K 0.01% 0 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 110 $46.9K 0.04% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 101 $43.4K 0.02% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 100 $42.6K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 100 $42.6K 0.01% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 100 $42.6K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 97 $41.4K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 94 $40.1K 0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 92 $39.3K 0.01% -466 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 92 $39.3K 0.01% +64 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 92 $39.2K 0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 90 $38.4K 0.01% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 80 $34.1K 0.01% +2 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 80 $34.1K 0.04% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 78 $33.3K 0.02% 0 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 77 $32.8K 0.03% +7 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 69 $29.4K 0.01% +30 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 68 $29K 0.02% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 66 $28.1K 0.01% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 60 $26K <0.01% 0 13F-HR Timeline Group Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 59 $25.3K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 59 $25.2K <0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 59 $25.2K 0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 59 $25.2K 0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 58 $24.7K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 58 $24.7K <0.01% -3 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 56 $23.9K <0.01% -3 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 56 $23.9K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 54 $23K 0.02% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 51 $21.9K 0.01% 0 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 50 $21.3K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 49 $20.9K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 48 $20.5K 0.06% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 48 $20.5K <0.01% 0 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 47 $20K 0.01% -62 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 44 $18.8K 0.02% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 43 $18.4K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 39 $16K <0.01% 0 13F-HR/A Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 37 $16K <0.01% 0 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 74 $15.8K 0.03% 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 36 $15.3K 0.01% 0 13F-HR Timeline WCM INVESTMENT MANAGEMENT, LLC More: the full row for WCM INVESTMENT MANAGEMENT, LLC 37 $15.2K <0.01% -2,543 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 35 $15K <0.01% +2 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 33 $14.1K 0.01% -1 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 25 $11.8K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 27 $11.6K <0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 27 $11.5K 0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 26 $11.1K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 26 $11.1K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 22 $9.45K <0.01% 0 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 20 $8.53K <0.01% -12,222 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 20 $8.53K 0.01% new 13F-HR Timeline