Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,337 $222K 0.14% +6 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,336 $222K 0.03% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,335 $222K 0.04% -959 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,336 $222K 0.06% -32 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 1,334 $222K 0.04% new 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 1,333 $222K 0.02% 0 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 1,332 $222K 0.01% 0 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,329 $221K 0.14% +34 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 1,329 $221K 0.03% -325 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,328 $221K 0.03% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,330 $220K 0.01% -1,569 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 1,323 $220K 0.1% new 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,322 $220K 0.04% +37 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 1,320 $220K 0.08% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,318 $219K 0.07% -119 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,318 $219K 0.02% -66 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,318 $219K 0.03% +4 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 1,316 $219K 0.09% +6 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 1,209 $219K 0.2% new 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,315 $219K 0.07% new 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 1,310 $218K 0.28% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,307 $217K 0.03% -124 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,295 $217K 0.05% -1,377 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 1,304 $217K 0.02% -42 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 1,304 $217K 0.05% +8 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,300 $216K 0.08% +646 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,298 $216K 0.06% -52 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 1,297 $216K 0.09% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,293 $215K 0.04% new 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 1,291 $215K 0.12% -14 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,292 $215K 0.07% -76 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,292 $215K 0.1% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,290 $215K 0.08% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,287 $214K 0.13% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,287 $214K 0.06% -59 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,286 $214K 0.02% +108 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,285 $214K 0.08% new 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 1,282 $213K 0.14% 0 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 1,282 $213K 0.08% -55 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 1,243 $213K 0.07% 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1,269 $211K 0.06% -53 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,267 $211K 0.03% new 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,266 $211K 0.13% -106 13F-HR/A Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 1,266 $211K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,263 $210K 0.04% +157 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 1,263 $210K 0.05% -123 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 1,261 $210K 0.09% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,257 $209K 0.04% -106 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 1,255 $209K 0.05% new 13F-HR Timeline Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 1,252 $208K 0.07% -34 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 1,250 $208K 0.16% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,239 $208K 0.02% -193 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 1,248 $208K 0.05% new 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 1,243 $207K 0.18% new 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 1,238 $206K 0.05% new 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,237 $206K 0.15% -505 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 1,237 $206K 0.14% new 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 1,230 $205K 0.02% -500 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,229 $204K 0.02% -348 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 1,228 $204K 0.1% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,228 $204K 0.03% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 1,225 $204K 0.03% new 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 1,224 $204K 0.02% new 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 1,222 $203K 0.08% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,219 $203K 0.12% new 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 1,213 $202K 0.06% new 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,213 $202K 0.01% new 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 1,213 $202K 0.09% new 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 1,211 $202K 0.04% new 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,211 $201K 0.06% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,207 $201K 0.03% new 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 1,207 $201K 0.02% new 13F-HR Timeline Group Bank & Trust Co More: the full row for Bank & Trust Co 1,201 $200K 0.15% 0 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 1,197 $199K 0.1% -218 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,185 $197K 0.12% +68 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,170 $195K 0.03% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,168 $194K 0.05% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 1,156 $192K 0.06% 0 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 1,150 $191K 0.07% -300 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,126 $187K 0.08% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,125 $187K 0.04% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,125 $187K 0.09% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,102 $183K 0.02% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 1,098 $183K 0.09% new 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,084 $180K 0.06% +234 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,070 $178K 0.13% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,067 $178K 0.08% +1 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 1,058 $176K 0.56% 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 1,051 $175K 0.17% 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,050 $175K 0.15% -100 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,049 $174K 0.06% +21 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 1,048 $174K 0.1% +213 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,038 $173K 0.04% +5 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,010 $168K 0.09% -480 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 1,000 $166K 0.14% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,000 $166K 0.05% new 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 1,000 $166K 0.08% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 991 $165K 0.18% +23 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 986 $164K <0.01% -25 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 980 $163K 0.03% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 978 $163K 0.02% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 973 $162K 0.02% +1 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 933 $155K 0.02% -218 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 901 $153K 0.22% 13F-HR/A Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 918 $153K 0.04% +10 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 902 $150K 0.02% -101 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 897 $149K 0.09% +379 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 890 $148K 0.05% +444 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 881 $147K 0.29% -12,516 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 875 $146K 0.05% +18 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 867 $144K 0.03% +78 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 846 $141K 0.09% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 820 $136K 0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 810 $135K 0.07% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 800 $133K 0.07% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 782 $130K 0.04% +129 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 779 $130K <0.01% 0 13F-HR Timeline Group DAGCO, INC. More: the full row for DAGCO, INC. 758 $126K 0.03% -445 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 755 $126K 0.05% +161 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 746 $124K 0.03% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 723 $120K 0.05% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 714 $119K 0.02% new 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. 714 $119K <0.01% -33 13F-HR Timeline Group HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 700 $116K 0.06% -20 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 698 $116K <0.01% +2 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 693 $115K 0.03% 0 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 693 $115K 0.02% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 687 $114K 0.04% +1 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 683 $114K 0.04% +79 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 656 $109K 0.01% +386 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 650 $108K 0.07% -51 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 641 $107K 0.01% -516 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 635 $106K 0.01% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 628 $104K 0.02% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 619 $103K 0.04% -27 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 617 $103K 0.06% +10 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 615 $102K 0.05% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 613 $102K 0.06% 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 612 $102K 0.04% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 603 $100K 0.09% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 600 $99.8K 0.07% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 594 $98.8K 0.03% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 567 $94.4K 0.07% -137 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 149 $93.9K 0.07% -715 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 560 $93.2K 0.1% -80 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 551 $91.7K 0.03% -1,027 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 550 $91.5K <0.01% -2,392 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 549 $91.3K 0.02% new 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 548 $91K 0.04% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 533 $88.7K 0.05% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 521 $86.7K 0.06% 0 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 515 $85.7K 0.05% -85 13F-HR/A Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 513 $85.4K 0.01% -529 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 506 $84.2K <0.01% +8 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 496 $82.5K 0.01% +169 13F-HR Timeline City State Bank More: the full row for City State Bank 487 $81K 0.02% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 486 $80.8K 0.02% +121 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 482 $80.2K 0.02% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 468 $77.9K 0.02% +2 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 450 $74.8K 0.03% +10 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 447 $74.4K <0.01% 0 13F-HR Timeline Group Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 430 $72K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 427 $71K 0.06% -92 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 431 $71K 0.02% -10 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 426 $70.9K 0.05% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 409 $68K 0.02% +270 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 408 $67.9K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 405 $67K 0.02% +12 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 400 $66.5K 0.06% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 400 $66.5K 0.05% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 394 $65.5K 0.02% -166 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 385 $64K 0.02% +125 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 382 $63.5K 0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 381 $63.4K 0.04% -22 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 380 $63.2K <0.01% -25 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 135 $61.3K 0.01% -445 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 355 $59.1K 0.05% +18 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 354 $58.9K 0.03% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 344 $57.2K 0.02% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 340 $56.6K 0.04% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 340 $56.5K 0.02% +2 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 334 $55.5K 0.02% +48 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 332 $55.2K 0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 325 $54.1K 0.03% +49 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 325 $54K 0.01% +2 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 317 $52.7K 0.04% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 311 $51.8K 0.03% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 311 $51.7K 0.01% -3,421 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 307 $51.1K 0.04% -249 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 306 $50.9K 0.01% 0 13F-HR Timeline Group Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 306 $50.9K 0.73% -255 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 306 $50.8K 0.01% +2 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 305 $50.7K 0.02% new 13F-HR/A Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 300 $49.9K 0.03% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 300 $49.9K 0.03% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 295 $49.1K 0.02% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 294 $48.9K 0.03% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 287 $47.8K 0.01% +1 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 285 $47K 0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 280 $46.6K 0.03% 0 13F-HR Timeline