Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 377 $212K 0.03% new 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 376 $211K 0.15% new 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 376 $211K 0.13% -68 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 375 $211K 0.09% 0 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 375 $211K 0.14% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 375 $210K 0.05% -8 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 374 $210K 0.06% -515 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 374 $210K 0.14% 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 372 $209K 0.08% +18 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 372 $209K 0.07% +2 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 371 $209K 0.13% 0 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 371 $208K 0.13% +1 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 370 $208K 0.03% new 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 370 $208K 0.18% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 370 $208K 0.16% 0 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 370 $208K 0.13% -23 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 370 $208K 0.08% new 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 370 $208K 0.12% +1 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 369 $207K 0.12% new 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 368 $207K 0.06% new 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 368 $207K 0.05% new 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 368 $207K 0.04% +3 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 368 $207K 0.02% -51 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 367 $206K 0.1% new 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 367 $206K 0.17% new 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 365 $206K 0.08% new 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 366 $206K 0.03% 0 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 366 $206K 0.17% new 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 365 $205K 0.25% new 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 365 $205K 0.2% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. High Note Wealth, LLC More: the full row for High Note Wealth, LLC 364 $205K 0.05% -17 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 364 $205K 0.08% +35 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 364 $205K 0.02% -3,974 13F-HR Timeline Group LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 364 $204K 0.12% +67 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 363 $204K 0.05% new 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 363 $204K 0.08% new 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 362 $203K 0.09% new 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 361 $203K 0.11% 0 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 361 $203K 0.03% new 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 359 $202K 0.06% new 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 357 $201K 0.2% new 13F-HR/A Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 357 $201K 0.1% -25 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 354 $199K 0.17% -33 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 353 $198K 0.03% -27 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 352 $198K 0.08% +16 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 350 $197K 0.06% +41 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 350 $197K 0.03% -218 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 351 $192K 0.16% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 339 $191K 0.02% +18 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 335 $188K 0.05% -5 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 328 $186K 0.04% +17 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 324 $182K 0.04% +32 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 320 $182K 0.13% +117 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 321 $180K 0.06% +250 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 320 $180K 0.01% -66 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 317 $178K <0.01% -377 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 315 $177K 0.1% -96 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 309 $174K 0.21% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 302 $170K 0.03% +185 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 300 $169K 0.02% 0 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 300 $165K 0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 281 $158K 0.09% +112 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 276 $155K 0.09% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 273 $154K 0.06% 0 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 270 $152K 0.03% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 270 $152K 0.09% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 270 $152K 0.03% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 269 $151K 0.05% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 253 $142K 0.11% -1 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 252 $142K 0.01% new 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 250 $140K 0.02% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 245 $138K 0.01% +147 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 240 $135K 0.03% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 238 $134K 0.07% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 235 $132K 0.02% -112 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 228 $128K 0.01% +28 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 225 $126K 0.06% +224 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 225 $126K 0.09% -18 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 225 $126K 0.04% -5 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 223 $126K 0.03% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 223 $125K <0.01% +200 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 220 $124K 0.02% +176 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 221 $124K 0.06% -19 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 212 $119K 0.06% +21 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 210 $118K 0.09% +13 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 209 $117K 0.05% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 208 $117K 0.1% 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 205 $115K 0.06% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 203 $114K 0.03% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 200 $112K 0.11% -100 13F-HR/A Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 195 $110K 0.02% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 191 $107K 0.02% +86 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 189 $106K 0.06% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 190 $106K 0.02% -164 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 187 $105K 0.02% +13 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 185 $104K 0.04% 0 13F-HR/A Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 183 $103K 0.04% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 183 $103K 0.03% 0 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 178 $100K 0.03% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 176 $98.9K 0.04% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 173 $97.2K 0.04% +100 13F-HR/A Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 173 $97.2K 0.14% +145 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 170 $95.5K 0.04% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 165 $92.7K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 163 $91.6K 0.06% +30 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 162 $91K 0.03% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 156 $87.7K 0.02% +18 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 153 $86K 0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 150 $84.3K <0.01% +55 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 145 $81.5K 0.04% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 145 $81.5K 0.05% -30 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 144 $80.9K 0.03% 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 141 $79.2K 0.01% +26 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 140 $78.7K 0.04% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 139 $78.1K 0.03% -524 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 137 $77K 0.02% -3 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 137 $76.8K 0.03% -5 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 136 $76.2K 0.02% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 133 $74.7K 0.07% +43 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 132 $74.2K 0.03% +40 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 131 $73.6K 0.03% +6 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 128 $72K 0.02% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 125 $70.2K 0.01% +34 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 125 $70.2K 0.02% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 123 $68.8K 0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 116 $65.2K 0.03% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 152 $64.8K 0.73% +33 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 115 $64.7K 0.03% -2 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 115 $64.6K 0.03% +24 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 112 $62.9K 0.02% -1,149 13F-HR/A Timeline Group Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 109 $61.3K 0.05% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 108 $61.2K 0.01% -4 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 108 $60.8K 0.02% +24 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 108 $60.7K 0.01% +18 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 108 $60.7K 0.02% +23 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 107 $60.2K 0.04% +62 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 107 $60.1K 0.04% -814 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 105 $59K 0.03% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 105 $59K 0.03% -19 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 102 $57.3K 0.02% -1 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 100 $56.2K 0.03% 0 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 100 $56.2K 0.04% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 99 $55.5K <0.01% +16 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 100 $55.3K 0.02% -7 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 97 $55K 0.03% -1 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 93 $52.5K 0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 93 $52.3K 0.04% +14 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 91 $51.1K 0.02% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 91 $51.1K 0.02% +9 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 90 $50.6K <0.01% 0 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 90 $50.6K 0.03% +67 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 87 $48.9K 0.02% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 87 $48.9K 0.04% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 82 $46K 0.04% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 82 $46K 0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 81 $45.5K 0.01% -2 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 80 $45K 0.02% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 79 $44.4K 0.03% -2 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 79 $44.4K 0.03% +53 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 77 $43.3K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 76 $42.7K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 75 $42.3K 0.01% +26 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 75 $42.1K 0.02% +3 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 75 $42.1K 0.03% 0 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 75 $42.1K 0.02% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 74 $41.7K 0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 74 $41.6K <0.01% -40 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 73 $41K 0.01% -60 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 73 $41K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 72 $40.5K 0.03% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 70 $39.3K 0.02% new 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 67 $37.6K 0.02% new 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 66 $37.1K 0.03% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 65 $36.5K 0.01% -58 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 65 $36.5K 0.1% 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 63 $35.9K 0.01% +1 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 64 $35K 0.03% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 61 $34.5K 0.01% +19 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 60 $33.7K 0.02% -8 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 59 $33.4K 0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 59 $33.2K 0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 56 $31.5K 0.02% new 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 56 $31.5K 0.02% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 53 $29.8K 0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 53 $29.8K 0.02% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 51 $28.9K 0.04% 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 50 $28.1K 0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 50 $28.1K 0.03% -706 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 50 $28.1K 0.01% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 63 $27.7K 0.02% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 49 $27.6K 0.01% +8 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 48 $27K 0.01% -143 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 47 $26.4K 0.01% +45 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 46 $25.9K 0.02% 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 46 $25.8K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 44 $24.7K 0.06% new 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 44 $24.7K <0.01% new 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 44 $24.7K 0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 43 $24.2K 0.02% +6 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 40 $22.5K 0.02% 0 13F-HR Timeline