Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 5,364 $136K 0.14% +86 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 5,343 $135K 0.02% new 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 5,321 $135K 0.1% 0 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 4,977 $134K 0.09% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 5,282 $134K 0.04% +1,530 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 5,234 $133K 0.06% -103 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5,175 $131K 0.02% -5,693 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 5,159 $131K 0.11% +11 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 5,118 $130K 0.04% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 5,104 $129K 0.05% +203 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 4,983 $126K <0.01% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 4,956 $126K 0.03% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 4,942 $125K 0.03% -1,904 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4,903 $124K 0.01% -1,786 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 4,833 $122K 0.12% -19 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4,798 $122K 0.02% -1,682 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 4,787 $121K 0.01% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 4,638 $118K 0.07% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 4,570 $116K 0.01% -282 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 4,512 $114K 0.03% -122 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 4,512 $114K 0.03% +8 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 4,488 $114K 0.03% +7 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 4,471 $113K 0.05% +54 13F-HR Timeline Trust Co More: the full row for Trust Co 4,469 $113K 0.01% +829 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 4,450 $113K 0.03% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 4,400 $111K 0.03% -66 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 4,377 $111K 0.02% -2,631 13F-HR Timeline Group Core Alternative Capital More: the full row for Core Alternative Capital 4,363 $111K 0.03% -2,635 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 4,300 $109K 0.03% -2,399 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 4,280 $108K <0.01% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4,243 $108K 0.01% +375 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,176 $106K 0.01% -18,159 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,157 $105K 0.08% +290 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 4,137 $105K 0.04% +10 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 4,174 $103K 0.07% +107 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 4,052 $103K 0.06% +39 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 4,051 $103K 0.31% new 13F-HR Timeline MEMBERS CAPITAL ADVISORS INC More: the full row for MEMBERS CAPITAL ADVISORS INC 4,005 $101K 0.12% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 3,986 $101K 0.08% +293 13F-HR Timeline Maj Invest Holding A/S in group Maj Invest Holding A/S More: the full row for Maj Invest Holding A/S 4,000 $101K <0.01% 0 13F-HR Timeline Group ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 3,900 $98.8K 0.02% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3,895 $98.7K 0.01% -215 13F-HR/A Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 3,866 $98K <0.01% +269 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3,828 $97K 0.02% +681 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 3,803 $96.4K 0.06% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,763 $95.4K 0.02% +333 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 3,735 $94.6K <0.01% 0 13F-HR Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 3,664 $92.8K 0.03% +178 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 3,659 $92.7K 0.02% +956 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 3,624 $91.8K 0.03% +2,280 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 3,951 $90.4K 0.06% -330 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 3,543 $89.8K 0.06% +158 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,486 $88.3K 0.02% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 3,485 $88.3K 0.06% 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3,462 $87.7K 0.01% +6 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 3,407 $86.3K 0.05% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 3,221 $85.1K 0.08% +12 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,347 $84.8K 0.06% +158 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3,420 $84.8K 0.02% -47,459 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,280 $83.1K 0.08% -430 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 3,257 $82.5K 0.03% +378 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 3,200 $81.1K <0.01% 0 13F-HR/A Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,200 $81.1K 0.01% -400 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 3,199 $81.1K 0.03% +502 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 3,182 $80.6K 0.04% -506 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 3,185 $80K 0.01% +304 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 3,159 $80K 0.01% +1,018 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 3,141 $79.6K 0.03% +113 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 3,122 $79.1K 0.03% +98 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 3,112 $78.9K 0.04% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 3,102 $78.6K 0.02% new 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 3,079 $78K 0.02% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 3,035 $76.9K 0.07% +14 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,989 $75.7K 0.01% +291 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,971 $75.3K <0.01% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 15,981 $74K 0.01% -712 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 2,916 $73.9K 0.05% +936 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2,871 $72.8K 0.02% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 2,850 $72.2K 0.04% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 2,850 $72.2K 0.06% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 2,823 $71.5K 0.05% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 2,791 $70.7K 0.04% -644 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,789 $70.7K 0.04% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 2,757 $69.9K 0.06% +1,488 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,685 $68K 0.04% +105 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 2,676 $67.8K 0.06% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,662 $67.5K 0.01% +1,000 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 2,659 $67K 0.04% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 2,633 $66.7K 0.02% new 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 2,593 $65.7K 0.06% -59 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 2,561 $64.9K 0.03% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,538 $64.3K 0.03% -90 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2,511 $63.6K 0.02% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 2,506 $63.5K 0.01% -485 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 2,500 $63.4K 0.05% 0 13F-HR/A Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2,454 $62.2K 0.02% -3,372 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,451 $62.1K 0.02% +574 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 2,447 $62K 0.02% +1,042 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 2,396 $60.7K 0.06% +493 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 2,391 $60.6K 0.08% 0 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 2,380 $60.3K <0.01% -43,715 13F-HR Timeline Security National Bank More: the full row for Security National Bank 2,342 $59.3K 0.01% +90 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 2,282 $57.8K 0.05% +62 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,549 $57.1K 0.01% +730 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 2,234 $56.6K 0.04% -127 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 2,230 $56.5K 0.3% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,229 $56.5K 0.02% +225 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 2,228 $56.5K 0.05% +77 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 2,205 $55.9K 0.04% +9 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 2,171 $55K 0.02% +824 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 2,135 $54.1K 0.05% +2 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,133 $54K 0.04% -1,073 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 2,076 $52.6K 0.03% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2,041 $51.7K 0.02% -359 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,029 $51.4K 0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 1,975 $50K 0.04% -150 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 2,050 $50K 0.01% +1,144 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 1,941 $49.2K 0.02% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,938 $49.1K 0.02% +5 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,922 $48.7K 0.03% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,899 $48.1K 0.03% +120 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,960 $48.1K 0.03% -365 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,895 $48K 0.04% -2,918 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,871 $47.4K 0.04% -1,388 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,856 $47K 0.04% -2,558 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,777 $47K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,836 $46.5K 0.03% +14 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,803 $45.7K 0.03% +10 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,803 $45.7K 0.02% +821 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 1,800 $45.6K 0.02% 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 1,797 $45.5K 0.02% -83 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 1,745 $44.2K 0.03% +12 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. 1,720 $44K <0.01% -500,000 13F-HR Timeline Group LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 1,700 $43.1K 0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 1,664 $42.2K 0.01% -172 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 1,518 $42.1K 0.02% -178 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,641 $41K 0.01% +1,508 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,544 $41K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,599 $40.5K <0.01% +426 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1,582 $40.1K 0.01% -50 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 1,524 $38.6K 0.06% 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 1,506 $38.2K 0.04% new 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 1,500 $38K 0.02% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,485 $37.6K 0.03% -135 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 1,473 $37.3K 0.01% +83 13F-HR Timeline Grayhawk Investment Strategies Inc. More: the full row for Grayhawk Investment Strategies Inc. 1,472 $37.3K 0.08% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,465 $37.1K 0.01% +325 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,463 $37.1K 0.01% +316 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 1,441 $36.5K 0.01% +136 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 1,423 $36.1K 0.01% +1 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 1,423 $36.1K 0.02% +23 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,422 $36K 0.03% -1,793 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 1,450 $36K 0.02% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,363 $34.5K 0.03% +370 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,354 $34.3K 0.01% +2 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 1,348 $34.2K 0.01% -78 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,345 $34.1K <0.01% -9 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 1,252 $31.7K 0.03% +600 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 1,236 $31.3K 0.02% 0 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 1,230 $31.2K 0.01% -1,296 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,199 $30.4K 0.01% +19 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 1,221 $30K 0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,182 $30K 0.02% -250 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,179 $29.9K 0.01% -6,009 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,160 $29.4K 0.02% +18 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,159 $29.4K 0.02% -250 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,115 $28.2K 0.03% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,108 $28.1K 0.01% -183 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,104 $28K 0.01% new 13F-HR/A Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,099 $27.9K 0.01% -37 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,073 $27.2K <0.01% -54 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,068 $27.1K <0.01% +73 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 1,065 $27K 0.02% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1,056 $26.8K 0.02% +85 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,030 $26.1K 0.01% +37 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 1,026 $26K 0.02% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,020 $25.8K 0.01% -800 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 1,017 $25.8K 0.01% +2 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 1,000 $25.3K 0.02% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,000 $25.3K 0.02% -2,000 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 1,000 $25.3K 0.02% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 1,000 $25.3K 0.02% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 987 $25K 0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 983 $24.9K 0.02% -436 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 976 $24.7K <0.01% -1,260 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 959 $24.3K <0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 955 $24.2K 0.02% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 937 $23.7K 0.01% 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 930 $23.6K 0.01% +52 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 909 $23K 0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 908 $23K <0.01% +403 13F-HR/A Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 899 $22.8K 0.01% +12 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 871 $22.1K 0.02% -577 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 880 $22K 0.02% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 860 $21.8K 0.01% +590 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 840 $21.3K 0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 839 $21.3K 0.04% -575 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 824 $20.9K 0.01% +36 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 817 $20.7K 0.02% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 790 $20K 0.01% +199 13F-HR Timeline