TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 7,115 $225K 0.03% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 7,110 $225K 0.08% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 7,100 $224K 0.08% -880 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 7,052 $223K 0.06% -194 13F-HR/A Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 7,017 $222K 0.03% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 6,991 $221K 0.03% -560 13F-HR/A Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 6,919 $219K 0.05% +2 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 6,875 $217K 0.07% new 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 6,874 $217K 0.01% 0 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 6,855 $217K 0.02% 0 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 6,825 $216K 0.06% +108 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 6,820 $216K 0.17% -35 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 6,785 $215K <0.01% +200 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 6,776 $214K 0.02% +67 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 6,765 $214K 0.05% +8 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 6,764 $214K 0.06% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 6,695 $212K 0.02% new 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 6,632 $210K 0.13% -103 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,555 $208K 0.01% -300 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 6,506 $206K 0.1% new 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 6,485 $205K 0.1% new 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 6,446 $204K 0.09% new 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 6,394 $202K 0.05% new 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 6,375 $202K 0.08% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,383 $202K 0.01% new 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 6,360 $201K 0.09% new 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 6,357 $201K 0.12% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 6,355 $201K 0.01% +800 13F-HR Timeline Group Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 6,323 $200K 0.04% -556 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 6,200 $196K 0.02% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 6,095 $193K 0.02% -1,566 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 6,000 $190K 0.02% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5,436 $172K 0.04% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 5,234 $164K 0.03% +2,131 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 5,098 $161K 0.16% 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 5,014 $154K 0.13% -1,250 13F-HR/A Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 4,653 $147K 0.32% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,648 $147K 0.01% -780 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4,627 $146K <0.01% 0 13F-HR Timeline Cove Street Capital, LLC More: the full row for Cove Street Capital, LLC 4,500 $142K 0.19% +1,000 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 4,491 $142K 0.03% -628 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,369 $138K 0.03% +1,959 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4,118 $130K 0.05% +378 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 4,223 $130K 0.02% +1,531 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,852 $122K 0.01% -2,000 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,193 $101K <0.01% -375 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3,063 $96.9K 0.03% +45 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 3,045 $96.3K 0.02% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 3,000 $94.9K 0.03% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,972 $94K <0.01% +2,472 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 2,950 $93.3K 0.01% -18 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 2,866 $90.6K 0.06% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,849 $90.1K 0.02% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2,750 $87K 0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 2,706 $85.6K 0.06% 0 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 2,604 $82.3K 0.03% +1,898 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 2,523 $80.1K 0.03% +8 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 2,500 $79K 0.05% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 2,510 $79K 0.01% -90 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,471 $78.1K 0.01% -16,375 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,458 $77.7K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,256 $71.3K 0.05% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,250 $71.1K 0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,150 $68K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,096 $66K 0.01% +4 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,013 $63.7K 0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 2,012 $63.6K <0.01% 0 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,906 $60.3K 0.03% +16 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,902 $60.1K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,761 $55.7K <0.01% -206 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,747 $55.2K 0.03% +237 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,537 $48.8K 0.02% 0 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 1,530 $48.4K 0.03% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1,509 $47.7K 0.02% -3,131 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,500 $47.4K <0.01% 0 13F-HR Timeline Group JDM Financial Group LLC More: the full row for JDM Financial Group LLC 1,405 $44.4K 0.02% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,400 $44.3K <0.01% +900 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,400 $44.3K 0.03% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,360 $43K 0.02% -191 13F-HR/A Timeline Avion Wealth More: the full row for Avion Wealth 1,385 $43K 0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,347 $42.6K 0.01% +5 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 41,980 $42K 0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,223 $38.7K 0.01% +829 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 1,195 $37.8K 0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,169 $37K 0.01% -541 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,150 $36.4K 0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 1,143 $36.1K 0.02% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 1,137 $35.9K 0.02% +18 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,100 $34.8K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,050 $33.2K <0.01% new 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,046 $33.1K <0.01% -1,384 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,035 $32.7K 0.01% -50 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,025 $32.4K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,019 $32.2K 0.01% +100 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,000 $31.6K <0.01% -568,984 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,000 $31.6K <0.01% new 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 1,000 $31.6K 0.02% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,000 $31.6K 0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 1,000 $31.6K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 980 $31K <0.01% +1 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 969 $30.8K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 970 $30.7K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 959 $30.3K <0.01% -96 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 920 $29.1K 0.02% 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 919 $29.1K 0.01% -80 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 875 $27.7K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 810 $25.6K 0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 789 $24.9K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 748 $23.7K <0.01% +12 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 745 $23.6K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 700 $22.1K <0.01% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 700 $22.1K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 694 $21.9K 0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 694 $21.9K 0.01% -24,191 13F-HR Timeline Group LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 641 $20.2K 0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 630 $19.9K 0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 621 $19.6K <0.01% -1,880 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 610 $19.3K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 594 $19K <0.01% 0 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 600 $19K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 596 $18.8K 0.01% +484 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 592 $18.7K 0.01% +6 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 552 $17.5K 0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 540 $17.1K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 525 $16.6K <0.01% +400 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 520 $16.4K <0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 510 $16K <0.01% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 500 $15.8K 0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 500 $15.8K 0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 491 $15.5K <0.01% -315 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 469 $14.8K <0.01% +3 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 432 $13.7K 0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 425 $13.4K <0.01% -25 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 425 $13.4K 0.01% -50 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 400 $12.6K <0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 370 $11.7K <0.01% +5 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 350 $11.1K <0.01% new 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 350 $11.1K <0.01% new 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 349 $11K <0.01% new 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 326 $10.3K 0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 300 $9.49K <0.01% -500 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 300 $9.49K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 267 $8.44K 0.01% new 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 265 $8.38K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 261 $8.25K <0.01% +4 13F-HR Timeline Group SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 255 $8.06K 0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 216 $6.83K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 200 $6.32K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 200 $6.32K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 179 $5.66K <0.01% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 170 $5.38K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 158 $5K 0.02% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 154 $4.88K <0.01% +1 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 152 $4.79K <0.01% new 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 150 $4.74K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 150 $4.74K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 150 $4.74K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 134 $4.24K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 129 $4.08K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 125 $3.95K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 100 $3.16K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 86 $2.72K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 64 $2.02K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 60 $1.9K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 53 $1.67K 0.06% -3 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 48 $1.52K <0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 41 $1.3K <0.01% -206 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 41 $1.29K <0.01% 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 38 $1.2K <0.01% -400 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 38 $1.19K <0.01% +1 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 35 $1.11K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 31 $991 <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 24 $759 <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 23 $727 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 12 $380 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 10 $322 <0.01% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8 $254 <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2 $63 <0.01% 0 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 1 $32 <0.01% new 13F-HR Timeline