Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 2,248 $239K 0.19% 0 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 2,246 $238K 0.08% -1,240 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 2,246 $238K 0.03% new 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,242 $238K 0.01% +115 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,202 $234K 0.02% -20 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,201 $234K <0.01% new 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 2,201 $234K 0.09% +85 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 2,199 $233K 0.03% +1 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,193 $233K 0.01% new 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,191 $233K 0.06% +1 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,188 $232K 0.02% +195 13F-HR Timeline Group Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 2,161 $232K 0.07% new 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 2,186 $232K 0.08% +73 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 2,181 $232K 0.03% 0 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 2,178 $231K 0.05% +193 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 2,177 $231K 0.05% new 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 2,172 $231K 0.19% 0 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 2,167 $230K 0.51% 0 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 2,161 $229K 0.14% 0 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 2,145 $228K 0.44% -1,143 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 2,143 $227K 0.19% -27 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 2,140 $227K 0.17% +244 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 2,127 $226K 0.03% +24 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,110 $224K 0.07% -284 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 2,099 $223K 0.07% 0 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 2,094 $222K 0.06% 0 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 2,093 $222K 0.08% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,092 $222K <0.01% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,096 $222K 0.01% -84 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 2,090 $222K 0.05% new 13F-HR Timeline Group Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,086 $221K 0.02% -140 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 2,075 $220K 0.1% 0 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,069 $220K 0.01% 0 13F-HR Timeline Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 2,065 $219K 0.16% -255 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 2,054 $218K <0.01% new 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 2,043 $217K 0.13% +15 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 2,042 $217K 0.21% +7 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,026 $215K 0.02% new 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,012 $214K 0.02% -201 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,007 $213K 0.05% 0 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 2,002 $213K 0.16% -237 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 2,000 $212K 0.04% 0 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 1,996 $212K 0.07% -210 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,988 $211K 0.05% -1,879 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 1,976 $210K 0.02% new 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,974 $210K 0.01% 0 13F-HR Timeline Group Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 1,946 $209K 0.31% new 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 1,968 $209K 0.05% new 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,959 $208K 0.02% -370 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 1,944 $208K 0.69% 0 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 1,953 $207K 0.02% -2 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,953 $207K 0.02% +73 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,938 $207K 0.01% new 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,948 $207K 0.01% -192 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,940 $206K 0.11% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,927 $205K 0.11% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 1,924 $204K 0.04% +10 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,917 $203K 0.05% -810 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 1,893 $201K 0.13% +10 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,738 $184K 0.02% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,715 $182K 0.05% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,677 $178K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,672 $178K 0.01% +84 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,657 $176K 0.01% +99 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1,542 $164K 2.95% 0 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 1,514 $161K 0.04% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,489 $158K <0.01% +652 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,482 $157K 0.14% -78 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,456 $155K <0.01% new 13F-HR Timeline Group Key Capital Management, INC More: the full row for Key Capital Management, INC 1,437 $153K 0.1% -8,516 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,388 $147K 0.06% -349 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,389 $147K <0.01% +7 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,333 $141K <0.01% +400 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,301 $138K 0.02% +804 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,283 $136K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,275 $135K 0.02% +1,254 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,257 $133K 0.02% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,253 $133K 0.05% -156 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 1,227 $130K 0.13% +132 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 1,226 $130K 0.06% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,215 $129K 0.1% 0 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 1,200 $127K 0.04% 0 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,152 $122K 0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,076 $114K 0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 1,073 $114K 0.07% +356 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,063 $113K 0.03% +30 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,042 $111K 0.01% -77 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,039 $110K 0.01% +22 13F-HR Timeline Group Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 1,000 $106K 0.08% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 988 $105K 0.02% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 986 $105K 0.01% -72 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 985 $105K 0.05% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 936 $99.4K 0.01% new 13F-HR/A Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 925 $98.2K 0.01% -108 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 900 $95.5K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 883 $93.8K 0.01% -1,945 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 871 $92.5K <0.01% -6,717 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 861 $91.4K 0.08% +65 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 846 $89.8K 0.01% +4 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 825 $87.6K <0.01% 0 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 819 $86.9K 0.05% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 808 $85.8K 0.03% +3 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 808 $85.8K 0.04% +37 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 804 $85.4K 0.01% -346 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 802 $85.1K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 802 $85.1K 0.01% +39 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 800 $84.9K 0.03% new 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 779 $82.7K <0.01% -132 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 758 $80.5K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 726 $77.1K 0.01% 0 13F-HR Timeline STRATEGIC ADVISORY PARTNERS, LLC More: the full row for STRATEGIC ADVISORY PARTNERS, LLC 709 $75.3K 0.06% new 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 700 $75.2K 0.03% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 702 $74.5K <0.01% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 690 $73.2K 0.02% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 688 $73K 0.05% -439 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 686 $72.8K 0.02% +26 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 679 $72.1K 0.03% +3 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 670 $71.1K 0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 660 $70.1K 0.01% -148 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 643 $68.3K 0.03% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 638 $67.7K 0.04% +144 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 617 $65.5K <0.01% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 612 $65K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 586 $62.2K <0.01% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 515 $54.7K <0.01% +420 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 510 $54.1K <0.01% +28 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 510 $54.1K 0.02% +2 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 470 $49.9K 0.01% -162 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 469 $49.8K 0.05% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 468 $49.7K 0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 465 $49.4K 0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 445 $47.2K 0.01% +8 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 436 $46.3K 0.02% +56 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 429 $45.5K 0.02% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 429 $45.5K <0.01% +44 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 425 $45.1K 0.02% +425 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 424 $45K 0.02% new 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 415 $44K 0.04% -2 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 401 $42.6K 0.02% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 400 $42.5K 0.02% -39 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 397 $42.1K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 363 $38.5K 0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 356 $37.8K 0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 343 $36.4K 0.05% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 339 $36K 0.02% -24 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 338 $35.9K 0.02% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 336 $35.7K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 328 $34.8K <0.01% +92 13F-HR Timeline CNB Bank More: the full row for CNB Bank 300 $31.8K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 298 $31.6K <0.01% +295 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 295 $31.3K 0.02% -686 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 255 $27.1K <0.01% +46 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 254 $27K 0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 253 $26.9K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 250 $26.5K 0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 250 $26.5K 0.02% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 244 $25.9K 0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 241 $25.6K 0.02% +107 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 237 $25.2K 0.02% new 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 235 $24.9K <0.01% 0 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 220 $23.4K 0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 208 $22K <0.01% -101 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Robinswood Financial LLC More: the full row for Robinswood Financial LLC 202 $21.4K 0.01% 0 13F-HR/A Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 200 $21.2K <0.01% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 200 $21K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 192 $20.4K 0.01% -1,770 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 177 $18.8K 0.01% +1 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 173 $18.4K 0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 169 $17.9K 0.01% +31 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 160 $17K <0.01% 0 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 160 $17K 0.02% +1 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 157 $16.6K 0.01% 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 149 $15.8K 0.01% 0 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 147 $15.6K 0.02% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 144 $15.3K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 139 $14.8K <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 134 $14.2K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 125 $13.3K 0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 122 $13K <0.01% +75 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 116 $12.3K <0.01% +1 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 113 $12K <0.01% -53 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 106 $11.3K <0.01% +19 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 100 $10.6K <0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. 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More: the full row for Vermillion Wealth Management, Inc. 33 $3.5K <0.01% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 33 $3.5K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 31 $3.29K 0.02% 0 13F-HR Timeline