Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 580 $142K 0.02% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 562 $137K 0.02% -17 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 561 $137K <0.01% -158 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 560 $137K 0.06% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 554 $135K 0.03% +1 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 544 $133K 0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 525 $128K 0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 517 $126K 0.02% -52 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 517 $126K 0.07% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 516 $126K 0.07% +23 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 516 $126K 0.04% +45 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 512 $125K 0.07% -50 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 509 $124K 0.02% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 496 $121K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 477 $116K 0.04% +113 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 477 $116K 0.04% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 476 $116K 0.04% -6 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 474 $116K 0.06% 0 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 472 $115K 0.05% -98 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 465 $114K 0.04% -58 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 462 $113K 0.01% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 460 $112K 0.01% new 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 459 $112K 0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 455 $111K 0.05% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 453 $111K 0.03% new 13F-HR/A Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 450 $109K 0.01% -67 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 440 $107K 0.06% -2 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 440 $107K 0.02% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 438 $107K <0.01% -23 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 436 $106K <0.01% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 417 $102K 0.05% +415 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 413 $101K 0.06% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 408 $99.6K <0.01% -10 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 407 $99.4K 0.03% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 406 $99.1K 0.04% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 402 $98K 0.03% -54 13F-HR/A Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 400 $97.7K 0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 400 $95.3K 0.04% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 388 $94.7K 0.02% +2 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 393 $93.7K 0.07% +186 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 379 $92.5K 0.04% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 375 $91.6K 0.03% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 374 $91.3K <0.01% +75 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 371 $90.6K 0.07% -20 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 429 $87.6K 0.01% -3,251 13F-HR Timeline OSSIAM More: the full row for OSSIAM 357 $87.2K <0.01% -23 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 356 $86.9K 0.03% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 355 $86.7K 0.04% +15 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 350 $85.5K 0.02% new 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 341 $83.3K 0.05% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 339 $82.8K 0.03% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 329 $80.3K <0.01% +36 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 325 $79.4K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 323 $78.9K 0.01% -350 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 368 $78.8K 0.03% 0 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 320 $78.1K 0.04% -160 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 310 $75.7K 0.01% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 310 $75.7K 0.07% -75 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 307 $75K 0.04% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 305 $74.5K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 302 $73.9K 0.03% -200 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 300 $73.3K 0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 300 $73.3K 0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 300 $73.3K 0.01% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 300 $73.3K <0.01% new 13F-HR/A Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 300 $73.3K 0.02% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 300 $73.3K 0.06% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 300 $73.3K 0.02% -75 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 298 $72.8K 0.02% +68 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 278 $67.9K 0.02% new 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 278 $67.9K 0.05% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 272 $66.4K 0.01% +35 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 270 $66K 0.02% -7 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 268 $65.5K 0.01% +1 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 255 $62.3K 0.01% +195 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 250 $61K 0.03% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 249 $60.8K 0.03% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 247 $60.3K 0.02% -21 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 247 $60.3K 0.01% +80 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 246 $60.1K 0.02% -4 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 246 $60.1K 0.05% -135 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 244 $59.6K 0.04% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 240 $58.6K 0.03% new 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 239 $58.3K 0.03% +1 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 234 $57.2K 0.02% +1 13F-HR/A Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 226 $55.2K 0.01% -137 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 226 $55.2K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 224 $54.6K 0.02% +56 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 223 $54K 0.04% 0 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 216 $53K <0.01% 0 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 217 $53K 0.01% +3 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 213 $52K 0.05% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 211 $51.5K <0.01% new 13F-HR/A Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 206 $50.3K 0.05% -9 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 200 $49K <0.01% -218 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 200 $49K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 200 $48.8K <0.01% 0 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 200 $48.8K 0.01% new 13F-HR Timeline Group Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 200 $48.8K 0.02% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 200 $48.8K 0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 200 $48.8K 0.03% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 200 $48.8K 0.03% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 199 $48.6K <0.01% -889 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 197 $48.1K 0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 196 $47.9K 0.06% -1 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 192 $46.9K 0.02% -57 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 189 $46.1K 0.02% +15 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 199 $45.8K 0.03% +1 13F-HR/A Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 185 $45.2K <0.01% -50 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 183 $44.7K 0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 182 $44.4K 0.03% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 181 $44.2K 0.03% +165 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 176 $43K 0.01% -406 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 174 $42K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 176 $41.9K 0.01% +92 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 167 $40.8K 0.03% +22 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 164 $40K 0.01% +39 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 164 $40K 0.01% +80 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 164 $40K 0.01% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 162 $39.6K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 159 $38.8K 0.01% +3 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 157 $38.3K 0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 153 $37.3K 0.03% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 150 $36.6K 0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 150 $36.6K 0.02% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 147 $35.9K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 145 $35.4K 0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 241 $35.1K 0.01% +133 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 141 $34.4K 0.02% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 138 $33.8K 0.01% -37 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 137 $33.5K <0.01% +2 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 137 $33.5K 0.02% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 130 $31.7K <0.01% -10 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 130 $31.7K 0.02% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 130 $31.7K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 127 $31K 0.02% -54 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 125 $30.5K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 123 $30K <0.01% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 123 $30K 0.01% -72 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 124 $30K 0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 121 $30K 0.02% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 120 $29.3K 0.02% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 118 $28.8K 0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 113 $27.6K <0.01% 0 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 110 $26.9K <0.01% -10 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 106 $25.9K 0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 103 $25.2K <0.01% -40 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 103 $25.2K 0.02% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 100 $24.4K 0.01% -35 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 100 $24.4K 0.01% new 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 100 $24.4K 0.02% 0 13F-HR Timeline Towarzystwo Funduszy Inwestycyjnych All… More: the full row for Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 100 $24.4K 0.04% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 97 $23.7K 0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 97 $23.7K 0.02% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 96 $23.4K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 93 $22.7K 0.01% +43 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 92 $22.5K 0.01% new 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 90 $22K 0.02% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 90 $22K 0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 88 $21.5K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 88 $21.5K 0.01% +78 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 87 $21.1K 0.01% +1 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 82 $21.1K <0.01% +29 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 83 $20.3K 0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 80 $19.5K 0.01% -70 13F-HR Timeline PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 77 $18.8K 0.06% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 75 $18.3K <0.01% -3 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 72 $17.7K 0.01% +44 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 72 $17K <0.01% +14 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 87 $16.8K 0.01% new 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 66 $16.1K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 63 $15.4K <0.01% +1 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 63 $15.4K 0.01% 0 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 63 $15.4K <0.01% -22 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 62 $15.1K <0.01% +6 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 61 $14.9K <0.01% +26 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 59 $14.4K <0.01% +22 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 57 $13.9K <0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 56 $13.7K 0.01% -3 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 55 $13.4K 0.01% new 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 53 $13K 0.01% 13F-HR/A Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 53 $13K 0.01% new 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 53 $12.9K 0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 53 $12.9K <0.01% +18 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 51 $12.5K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 50 $12.2K 0.01% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 50 $12.2K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 49 $12K 0.01% -396 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 49 $12K 0.01% -19 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 47 $10.6K 0.37% +39 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 42 $10.4K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 42 $10.3K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 42 $10.3K 0.01% +8 13F-HR/A Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 40 $9.82K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 40 $9.77K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 37 $9.04K <0.01% +9 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 36 $8.79K 0.01% +1 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 35 $8.55K 0.01% +12 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 35 $8.55K <0.01% -57 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 33 $8.06K <0.01% -5 13F-HR Timeline