IFS Advisors, LLC More: the full row for IFS Advisors, LLC 288 $10.7K 0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 285 $10.6K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 272 $10.1K 0.02% -5,816 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 269 $10K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 258 $9.6K <0.01% +2 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 250 $9.29K 0.01% 0 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 245 $9.1K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. 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More: the full row for SJS Investment Consulting Inc. 205 $7.62K <0.01% +175 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 203 $7.54K <0.01% 0 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 200 $7.43K <0.01% 0 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 196 $7.28K <0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 190 $7.06K <0.01% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 177 $6.58K <0.01% 0 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 169 $6.29K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 165 $6.13K <0.01% 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 167 $6K <0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 150 $6K <0.01% -350 13F-HR/A Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 159 $5.91K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 157 $5.83K <0.01% +64 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 150 $5.57K <0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 145 $5.39K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 137 $5.09K <0.01% +14 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 136 $5.05K <0.01% new 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 3,712 $4.87K <0.01% +3,582 13F-HR Timeline IMG Wealth Management, Inc. 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More: the full row for Prudent Man Investment Management, Inc. 100 $3.25K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 84 $3.12K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 80 $2.97K <0.01% -11 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 77 $2.86K <0.01% -67 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 77 $2.86K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 69 $2.56K <0.01% 0 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 67 $2.49K 0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 65 $2.4K <0.01% -33 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 62 $2.3K <0.01% +14 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 60 $2.25K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 60 $2.23K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 59 $2.19K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 63 $2K <0.01% 0 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 43 $2K <0.01% new 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 42 $2K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 53 $1.97K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 52 $1.93K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 47 $1.75K <0.01% +16 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 43 $1.6K <0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 43 $1.6K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 41 $1.52K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 41 $1.52K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 36 $1.35K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 36 $1.33K <0.01% +19 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 34 $1.26K <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 34 $1.26K <0.01% new 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 31 $1.15K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 31 $1.15K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 31 $1.15K <0.01% +7 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 30 $1.11K <0.01% new 13F-HR/A Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 28 $1.04K <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 24 $892 <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 23 $855 <0.01% new 13F-HR/A Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 23 $855 <0.01% new 13F-HR/A Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 22 $818 <0.01% +13 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 22 $818 <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 22 $818 <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 20 $743 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 19 $706 <0.01% -1 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 14 $532 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 14 $521 <0.01% +11 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 14 $520 <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 14 $520 <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 12 $446 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 11 $409 <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 10 $372 <0.01% -835 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 10 $372 <0.01% new 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 10 $372 <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 9 $337 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 9 $334 <0.01% 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 6 $223 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $186 <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 5 $186 <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 4 $153 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 4 $149 <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4 $149 <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 0 $63 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1 $8 <0.01% -551 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 11 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 10 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios.