Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 150 $201K 0.16% new 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 150 $201K 0.05% new 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 150 $201K 0.09% new 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 215 $200K 0.02% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 149 $200K 0.01% +44 13F-HR Timeline Group RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 160 $194K 0.03% 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 140 $187K 0.04% -13 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 140 $187K 0.11% 0 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 140 $187K 0.01% 0 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 140 $187K 0.1% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 139 $186K 0.07% +22 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 138 $185K 0.15% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 138 $185K 0.09% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 151 $183K 0.02% -5 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 135 $181K 0.06% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 130 $174K 0.13% +21 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 129 $172K 0.03% +18 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 126 $169K 0.11% +6 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 125 $167K 0.1% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 124 $166K 0.05% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 123 $165K 0.06% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 118 $158K 0.05% -22 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 118 $158K 0.19% +8 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 190 $157K 0.01% -12,034 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 117 $157K 0.02% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 115 $154K 0.09% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 115 $154K 0.01% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 115 $154K 0.07% -40 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 113 $151K 0.05% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 113 $151K 0.04% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 112 $150K 0.04% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 112 $150K 0.02% 0 13F-HR Timeline Group Advisor Resource Council More: the full row for Advisor Resource Council 112 $150K 0.07% -2,517 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 111 $149K 0.13% -11 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 108 $145K 0.08% -10 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 108 $145K 0.06% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 107 $143K 0.08% +8 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 105 $141K 0.02% +11 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 105 $141K 0.04% -100 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 104 $139K 0.01% +28 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 103 $137K 0.05% 0 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 100 $134K 0.05% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 100 $134K 0.06% new 13F-HR/A Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 100 $134K 0.02% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 100 $134K 0.13% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 100 $134K 0.07% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 98 $131K <0.01% +5 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 98 $131K 0.04% -3 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 99 $131K 0.05% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 97 $130K 0.06% +77 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 97 $129K 0.14% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 96 $129K 0.01% +33 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 95 $128K 0.16% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 94 $126K 0.01% new 13F-HR Timeline Group Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 92 $123K 0.05% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 92 $123K 0.05% 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 91 $122K 0.02% -9 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 91 $121K 0.05% 0 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 90 $121K 0.17% new 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 88 $118K 0.06% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Red Tortoise LLC More: the full row for Red Tortoise LLC 87 $117K 0.06% +59 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 98 $115K 0.02% +4 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 85 $115K 0.08% -2 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 85 $114K 0.35% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 84 $112K 0.01% -41 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 83 $111K 0.01% +18 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 82 $110K 0.04% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 82 $110K 0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 81 $108K 0.01% -1 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 80 $107K 0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 80 $107K 0.05% -6 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 80 $107K 0.03% +4 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 80 $107K 0.02% -4 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 79 $106K 0.1% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 77 $103K 0.03% +6 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 76 $102K 0.02% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 75 $100K 0.06% -20 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 75 $100K 0.04% +10 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 75 $100K 0.02% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 74 $99.1K 0.06% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 74 $99.1K 0.08% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 106 $98K 0.08% -49 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 72 $96.4K 0.02% +16 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 71 $95.1K 0.01% +3 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 71 $95K 0.01% +65 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 70 $93.7K 0.04% +5 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 69 $92.4K 0.04% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 67 $89.7K 0.01% +4 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 66 $88.4K 0.03% +50 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 65 $87K 0.04% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 65 $87K 0.06% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 65 $87K 0.03% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 64 $85.7K 0.03% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 63 $84.4K 0.03% +11 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 62 $83K 0.08% 0 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 62 $83K 0.02% 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 62 $83K 0.03% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 62 $83K 0.03% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 60 $80.3K 0.1% -294 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 60 $80.3K 0.04% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 59 $79K 0.02% +33 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 59 $79K 0.02% +27 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 57 $76.3K 0.17% +3 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 57 $76.3K 0.02% +8 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 57 $76.3K 0.07% -112 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 56 $75K 0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 54 $72.3K 0.02% -13 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 53 $71K 0.03% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 53 $71K 0.05% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 52 $69.6K 0.04% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 52 $69.6K 0.08% +7 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 50 $67K 0.04% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 50 $67K 0.01% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 50 $67K 0.1% -9,810 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 49 $65.6K 0.03% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 49 $65K 0.02% +1 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 48 $64.3K 0.02% +23 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 47 $62.9K 0.02% 0 13F-HR/A Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 47 $62.9K 0.04% +32 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 46 $61.6K 0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 45 $60.3K 0.02% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 42 $56.2K 0.04% +16 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 42 $56.2K 0.02% +14 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 42 $56.2K 0.03% +37 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 42 $56.2K 0.05% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 40 $53.6K 0.01% +36 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 38 $50.9K 0.01% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 38 $50.9K 0.02% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 37 $49.5K 0.03% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 37 $49.5K 0.03% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 36 $48.2K 0.02% 0 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 36 $48K <0.01% +24 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 35 $46.9K 0.03% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. 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More: the full row for DiNuzzo Private Wealth, Inc. 27 $36.2K <0.01% +1 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 27 $36.2K 0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 27 $36.2K 0.03% +20 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 26 $34.8K 0.02% +1 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 26 $34.8K 0.02% +5 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 26 $34.8K 0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 26 $34.8K 0.02% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 25 $33.5K 0.01% +15 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 25 $33.5K 0.03% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 25 $33.4K 0.02% 0 13F-HR Timeline Geo Capital Gestora de Recursos Ltd More: the full row for Geo Capital Gestora de Recursos Ltd 25 $33K 0.05% -5 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 23 $30.8K 0.02% -1 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 23 $30.8K 0.02% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 23 $30.8K 0.02% 0 13F-HR Timeline Group Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 23 $30.8K 0.02% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 23 $30K 0.01% +5 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 22 $29.5K 0.02% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 22 $29.5K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 25 $29K <0.01% -3 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 21 $28.1K <0.01% -7,680 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 21 $28.1K 0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 21 $28K 0.01% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 390 $27.8K 0.01% +351 13F-HR/A Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 20 $26.8K 0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 19 $25.4K 0.02% +4 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 19 $25K <0.01% -1,602 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 18 $24.1K 0.01% -10 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 18 $24.1K 0.01% 0 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 17 $22K <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 16 $21.4K 0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 15 $20.1K <0.01% +6 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 15 $20.1K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 15 $20.1K 0.01% +12 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 14 $18.7K 0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 14 $18.7K 0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 14 $18.7K 0.01% -14 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 20 $18.7K 0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 13 $17.4K <0.01% -13 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 13 $17.4K 0.01% +6 13F-HR Timeline Uniplan Investment Counsel, Inc. More: the full row for Uniplan Investment Counsel, Inc. 12 $17.1K <0.01% new 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 13 $17.1K 0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 12 $16.5K 0.02% +10 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 12 $16.1K 0.01% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 12 $16.1K 0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 12 $16.1K 0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 11 $14.7K <0.01% +2 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 11 $14.7K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 11 $14.7K <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 11 $14.7K 0.01% +6 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 10 $13.4K <0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 10 $13.4K 0.01% -2 13F-HR Timeline