TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,305 $201K 0.09% new 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 1,303 $201K 0.17% new 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 1,277 $197K 0.04% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 1,266 $195K 0.05% -51 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,265 $195K 0.04% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 1,240 $191K 0.06% new 13F-HR/A Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,201 $185K 0.09% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 1,200 $185K 0.05% 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 1,174 $181K <0.01% +207 13F-HR Timeline Group Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,170 $181K 0.19% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,162 $179K 0.03% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,148 $177K 0.09% +81 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,121 $173K 0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,120 $173K 0.07% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,112 $172K 0.13% +1,102 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,075 $166K 0.05% +18 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,074 $166K 0.01% -40 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,067 $165K 0.02% +463 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,056 $163K 0.02% +302 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,047 $162K 0.05% +12 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 1,014 $156K 0.14% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 1,000 $154K 0.11% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 985 $152K 0.05% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 982 $151K 0.04% +4 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 968 $149K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 965 $149K 0.01% +85 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 964 $149K 0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 952 $147K 0.45% +4 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 947 $146K 0.09% +14 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,017 $143K 0.1% -304 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 914 $141K 0.04% +1 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 884 $136K 0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 870 $134K 0.04% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 855 $132K 0.03% +5 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 828 $128K 0.01% -85 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 806 $124K <0.01% +164 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 805 $124K 0.04% 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 807 $124K <0.01% +800 13F-HR Timeline Group Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 800 $123K 0.01% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 780 $120K 0.04% -129 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 754 $116K 0.04% +117 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 750 $116K 0.05% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 733 $113K 0.01% -454 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 715 $110K 0.05% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 711 $110K 0.01% +77 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 700 $108K 0.04% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 689 $106K <0.01% +1 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 690 $106K 0.01% -3 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 670 $103K 0.12% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 644 $99.4K 0.03% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 640 $98.7K 0.02% -35 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 618 $95.3K 0.01% +19 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 618 $95.3K 0.06% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 615 $94.9K <0.01% +93 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 586 $90K 0.02% -65 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 578 $89.2K 0.01% +155 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 568 $87.6K 0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 551 $85K 0.08% 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 550 $84.9K 0.02% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 543 $83.8K 0.02% +155 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 542 $83.6K 0.03% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 539 $83.2K 0.03% +129 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 529 $81.6K 0.03% new 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 520 $80.2K 0.03% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 567 $79.6K 0.03% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 504 $77.8K 0.01% -81 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 500 $77.1K 0.06% -100 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 500 $77K 0.03% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 497 $76.7K 0.02% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 487 $75.1K 0.07% +1 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 475 $73.3K 0.01% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 508 $72.6K <0.01% +190 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 466 $71.9K 0.03% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 450 $69.4K 0.02% -8 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 435 $67.1K 0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 426 $65.7K <0.01% 0 13F-HR Timeline Group Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 432 $64.6K 0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 410 $63.2K 0.01% -23 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 408 $63K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 407 $62.8K 0.05% +11 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 405 $62.5K 0.03% +2 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 400 $61.7K 0.01% +149 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 400 $61.7K 0.02% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 396 $61.1K 0.01% -23 13F-HR/A Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 394 $60.8K 0.02% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 390 $60.2K <0.01% new 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 424 $59.5K <0.01% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 388 $59K 0.02% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 380 $58.6K 0.04% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 378 $58.4K 0.02% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 378 $58.3K 0.01% -84 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 376 $58K 0.02% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 371 $57.2K 0.05% 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. 370 $57K <0.01% -39 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 369 $56K 0.02% +77 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 360 $55.5K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 358 $55.2K 0.01% +3 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 357 $55.1K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 151 $51.7K 0.04% -142 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 329 $50.9K 0.01% +55 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 326 $50.4K 0.01% +2 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 324 $50K 0.02% -7 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 318 $49K 0.01% +50 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 315 $48.6K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 311 $48K 0.02% 0 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 300 $46.3K 0.03% 0 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 300 $46.3K 0.02% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 300 $46.3K 0.03% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 300 $46.3K 0.02% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 298 $46K 0.03% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 298 $46K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 286 $44.1K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 286 $44.1K <0.01% +10 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 285 $44K 0.02% +1 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 280 $43.2K 0.01% 0 13F-HR Timeline Group Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 275 $42K 0.02% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 258 $39.8K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 257 $39.7K 0.02% +64 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 255 $39.3K 0.03% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 250 $38.6K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 245 $37.8K 0.03% new 13F-HR/A Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 235 $36.3K 0.01% -1 13F-HR/A Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 234 $36.1K 0.02% +2 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 234 $36.1K 0.02% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 227 $35K <0.01% -2 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 229 $35K 0.01% +126 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 225 $34.8K 0.02% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 223 $34.4K 0.01% 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 222 $34.2K 0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 221 $34.1K 0.03% +18 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 245 $34K 0.01% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 220 $33.9K 0.01% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 220 $33.9K 0.01% new 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 219 $33.8K 0.12% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 216 $33.3K 0.01% -101 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 197 $30.4K 0.04% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 197 $30.4K 0.01% -53 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 187 $28.9K <0.01% +2 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 167 $25.8K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 165 $25.5K 0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 161 $24.8K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 159 $24.5K 0.01% +7 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 157 $24.2K 0.02% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 151 $23.3K <0.01% +6 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 151 $23.3K 0.01% +122 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 149 $23K 0.01% +74 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 143 $22.1K <0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 134 $20.7K 0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 131 $20.2K <0.01% 0 13F-HR/A Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 130 $20.1K 0.02% 0 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 128 $19.7K 0.1% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 127 $19.6K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 126 $19.4K 0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 126 $19.4K 0.01% +11 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 124 $19.1K <0.01% +84 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 126 $18.5K 0.01% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 118 $18.2K 0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 117 $18.1K <0.01% +106 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 118 $18K 0.02% +93 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 116 $17.9K <0.01% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 113 $17.4K 0.02% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 112 $16.7K <0.01% +42 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 103 $15.9K <0.01% +100 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 100 $15.4K 0.01% 0 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 100 $15.4K 0.01% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 100 $15.4K 0.01% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 100 $15.4K <0.01% 0 13F-HR/A Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 98 $15.1K 0.01% +44 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 97 $15K 0.01% -2 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 97 $14.7K 0.01% +1 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 93 $14.3K 0.01% +19 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 92 $14.2K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 99 $14.2K <0.01% +83 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 91 $14K 0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 88 $13.6K <0.01% +11 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 88 $13.6K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 85 $13.1K 0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 82 $12.7K 0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 80 $12.3K <0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 80 $12.3K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 78 $12.1K 0.01% -487 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 77 $11.9K 0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 76 $11.7K <0.01% 0 13F-HR Timeline Group CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 73 $11.3K <0.01% +1 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 73 $11.3K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 71 $11K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 70 $10.8K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 70 $10.8K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 69 $10.6K <0.01% -8 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 69 $10.6K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 69 $10.6K <0.01% new 13F-HR Timeline Group 1248 Management, LLC More: the full row for 1248 Management, LLC 69 $10.6K <0.01% new 13F-HR/A Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 66 $10.3K 0.01% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 69 $10K 0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 64 $9.87K 0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 63 $9.72K <0.01% +13 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 60 $9.26K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 59 $9.1K <0.01% +18 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 55 $8.48K <0.01% -14 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 52 $8.02K <0.01% new 13F-HR/A Timeline