Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,315 $200K 0.04% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,315 $200K 0.02% -103 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 1,314 $200K 0.05% -212 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 1,294 $197K 0.11% -11 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,268 $195K 0.1% -147 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,275 $194K 0.07% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,271 $193K 0.01% 0 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 1,221 $186K 0.07% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,207 $184K 0.01% -94 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 1,184 $180K 0.22% -30 13F-HR/A Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,167 $178K 0.06% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 1,157 $176K 0.16% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,154 $176K 0.02% +796 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,145 $174K 0.01% +1 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,142 $174K 0.02% +519 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,113 $169K 0.21% -521 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,106 $168K 0.01% +84 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 1,100 $167K 0.13% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 1,088 $166K 0.13% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,072 $163K 0.02% -248 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,071 $163K 0.11% -130 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,050 $160K 0.02% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 1,000 $152K 0.05% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,000 $152K 0.03% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 997 $152K 0.02% +61 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 995 $152K 0.05% +190 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 982 $150K 0.05% -91 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 978 $149K 0.14% -12 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 960 $146K 0.06% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 950 $145K 0.02% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 941 $143K 0.02% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 940 $143K 0.05% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 920 $140K <0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 920 $140K 0.02% -200 13F-HR Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 907 $138K <0.01% +380 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 907 $138K 0.04% +787 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 888 $135K 0.07% -7,075 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 880 $134K 0.08% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 875 $133K 0.03% +117 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 862 $131K 0.05% +27 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 848 $129K 0.13% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 842 $128K 0.01% -208 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 845 $128K <0.01% +3 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 836 $127K 0.02% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 827 $127K 0.08% +4 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 860 $126K 0.02% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 810 $123K 0.05% -466 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 800 $122K 0.07% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 800 $122K 0.02% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 800 $122K 0.38% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 788 $120K 0.01% -325 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 775 $118K 0.02% 0 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 768 $117K 0.02% 0 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 765 $116K 0.07% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 755 $115K 0.02% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 751 $114K 0.06% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 750 $114K 0.04% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 746 $114K <0.01% +85 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 748 $114K 0.04% +1 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 745 $113K 0.09% 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 700 $107K 0.07% -850 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 699 $106K 0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 670 $102K 0.03% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 670 $102K 0.01% -54 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 661 $101K 0.11% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 660 $100K 0.07% +10 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 642 $97.8K 0.01% -67 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 629 $95.8K 0.04% -136 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 629 $95.7K 0.03% +2 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 625 $95.2K 0.05% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 623 $94.8K 0.02% new 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 588 $89.5K 0.02% -8 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 585 $89K 0.07% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 572 $87.1K 0.01% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 553 $84.2K 0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 552 $84K 0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 549 $83.6K 0.05% 0 13F-HR Timeline ARK Investment Management LLC in group ARK Investment Management LLC More: the full row for ARK Investment Management LLC 539 $82.1K <0.01% -42 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 536 $81.6K 0.03% +54 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 534 $81.3K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 530 $80.7K 0.06% +187 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 511 $77.8K 0.02% +16 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 500 $76.1K 0.02% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 500 $76.1K 0.02% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 497 $75.7K 0.07% -10 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 512 $75K 0.06% -986 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 491 $74.8K 0.01% 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. 485 $73.8K <0.01% -59 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 484 $73.7K 0.03% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 484 $73.7K 0.04% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 479 $72K 0.02% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 475 $72K 0.02% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 472 $71.9K 0.02% -250 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 458 $69.9K 0.02% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 456 $69.5K 0.03% -250 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 456 $69.4K 0.02% +173 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 450 $68.5K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 447 $68K 0.02% +1 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 440 $67K 0.02% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 436 $66.4K <0.01% -19 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 430 $65.5K <0.01% +4 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 417 $64.1K 0.01% -85 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 404 $63.7K 0.02% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 416 $63.3K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 407 $62K 0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 406 $61.9K 0.03% +3 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 406 $61.8K 0.01% 0 13F-HR/A Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 406 $61.8K 0.03% -16 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 404 $61.5K 0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 400 $60.9K 0.02% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 400 $60.9K 0.06% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 400 $60.9K 0.04% 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 396 $60.3K <0.01% -196 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 397 $60K 0.02% -47 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 391 $59.5K 0.05% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 391 $59K 0.02% 0 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 380 $57.9K 0.18% new 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 379 $57K 0.02% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 364 $55.5K 0.02% -4 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 362 $55.1K 0.01% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 360 $54.8K 0.01% +193 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 354 $53.9K 0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 353 $53.7K 0.03% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 353 $53.7K 0.03% 0 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 352 $53.6K 0.05% +51 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 345 $52.6K 0.02% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 341 $51.9K 0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 339 $51.6K 0.04% +1 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 339 $51.5K 0.02% -87 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 338 $51.4K 0.02% -1 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 330 $50.8K 0.01% +170 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 332 $50.5K 0.02% +99 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 330 $50.2K 0.03% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 328 $49.9K 0.02% 0 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 326 $49.6K 0.03% -468 13F-HR/A Timeline Group Livelsberger Financial Advisory More: the full row for Livelsberger Financial Advisory 323 $49.2K 0.95% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 321 $48.9K 0.02% -130 13F-HR/A Timeline Group Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 310 $47.2K 0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 310 $47.1K 0.02% +2 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 305 $46.4K 0.02% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 300 $45.7K 0.04% 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 291 $44.3K 0.01% -2 13F-HR Timeline Manitou Investment Management Ltd. More: the full row for Manitou Investment Management Ltd. 290 $44.1K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 288 $43.8K 0.02% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 288 $43.8K 0.03% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 287 $43.7K 0.02% +151 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 283 $43.1K <0.01% +61 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 283 $43.1K <0.01% +168 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 274 $41.7K 0.02% -432 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 269 $41K 0.02% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 267 $40.7K 0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 265 $40.3K 0.02% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 264 $40.2K 0.03% 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 250 $38.1K 0.03% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 250 $38K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 245 $37.3K 0.02% +5 13F-HR/A Timeline Group Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 243 $36.9K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 238 $36.2K <0.01% -25 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 220 $33.5K <0.01% 0 13F-HR/A Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 220 $33.5K 0.02% +1 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 217 $33K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 215 $33K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 210 $32K 0.02% -373 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 206 $31.4K 0.01% -100 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 201 $30.7K 0.01% -26 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 200 $30.4K <0.01% -372 13F-HR Timeline Group AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 200 $30.4K 0.02% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 200 $30.4K 0.01% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 200 $30.4K 0.03% 0 13F-HR/A Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 198 $30.2K 0.01% -81 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 199 $29.9K 0.01% -49 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 194 $29.5K 0.02% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 193 $29.4K <0.01% -797 13F-HR Timeline Group Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 196 $29K 0.01% 0 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 184 $28K 0.01% new 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 178 $27.1K 0.02% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 178 $27.1K 0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 172 $26.4K 0.02% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 171 $26K 0.02% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 170 $25.9K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 166 $25.3K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 166 $25.3K 0.01% -7 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 165 $25.1K 0.02% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 163 $24.8K 0.01% -23 13F-HR Timeline Security National Bank More: the full row for Security National Bank 160 $24.4K <0.01% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 160 $24.4K 0.02% +135 13F-HR/A Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 158 $24.1K 0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 158 $24.1K 0.02% -400 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 155 $24K 0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 150 $22.8K 0.02% -35 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 150 $22.8K 0.02% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 147 $22.4K 0.02% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 146 $22.2K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 145 $22.1K 0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 145 $22.1K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 148 $22K 0.01% +22 13F-HR/A Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 137 $21K <0.01% +106 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 139 $21K <0.01% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 136 $20.7K 0.01% new 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 132 $20.1K 0.02% 0 13F-HR Timeline