Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 1,413 $271K 0.18% 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,395 $267K 0.03% -89 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 1,388 $266K 0.21% +122 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 1,386 $265K 0.16% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,372 $265K 0.01% +837 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,382 $265K <0.01% +210 13F-HR/A Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 1,380 $264K 0.26% 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 1,380 $264K 0.21% -581 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 1,370 $262K 0.14% +11 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,369 $262K 0.05% -16 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 1,359 $260K 0.26% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,356 $260K 0.03% +4 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 1,346 $258K 0.04% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,345 $258K 0.02% +3 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 1,337 $256K 0.1% -62 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 1,333 $255K 0.24% -450 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 1,330 $255K 0.04% new 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,330 $255K 0.2% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,326 $254K 0.01% 0 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 1,320 $253K 0.16% -2 13F-HR/A Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 1,319 $253K 0.12% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,318 $252K 0.08% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,317 $252K 0.09% -2,486 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 1,316 $252K 0.04% +4 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 1,314 $252K 0.15% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,314 $252K 0.03% new 13F-HR Timeline Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 1,308 $251K 0.04% 0 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 1,305 $250K 0.13% +52 13F-HR Timeline Spectrum Financial Alliance Ltd LLC More: the full row for Spectrum Financial Alliance Ltd LLC 1,297 $248K 0.05% 0 13F-HR Timeline Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 1,290 $247K 0.05% 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 1,289 $247K 0.12% +96 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,283 $246K 0.01% -2 13F-HR Timeline Group Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,282 $246K 0.1% new 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 1,280 $245K 0.07% -54 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,280 $245K 0.11% -1,312 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,276 $244K 0.2% 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,275 $244K 0.02% -9,298 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 1,263 $242K 0.1% +3 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 1,262 $242K 0.05% +59 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 1,260 $241K 0.25% 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,257 $241K 0.04% 0 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 1,254 $240K 0.11% 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 1,254 $240K 0.03% new 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 1,251 $240K 0.07% 0 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 1,250 $239K 0.02% 0 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 1,172 $239K 0.16% -31,031 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 1,240 $238K 0.01% 0 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 1,240 $238K 0.16% +178 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,240 $237K 0.01% +30 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,239 $237K 0.01% new 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,239 $237K 0.01% -2 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,236 $237K 0.05% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,233 $236K 0.01% +21 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 1,231 $236K 0.1% new 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,230 $236K 0.03% new 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 1,229 $235K 0.05% +2 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 1,229 $235K 0.04% new 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 1,228 $235K 0.02% -2,771 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,226 $235K 0.03% -136 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 1,222 $234K 0.01% -73 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 1,218 $233K 0.04% -221 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,217 $233K 0.03% new 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 1,213 $232K 0.22% 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 1,212 $232K 0.13% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,190 $232K 0.02% -25 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,210 $232K 0.01% 0 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,201 $230K 0.06% 0 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,200 $230K 0.07% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,200 $230K 0.02% +48 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 1,197 $229K 0.11% -7 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 1,196 $229K 0.16% +1 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,195 $229K 0.13% +530 13F-HR Timeline MCDONALD CAPITAL INVESTORS INC/CA More: the full row for MCDONALD CAPITAL INVESTORS INC/CA 1,195 $229K 0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,192 $228K 0.04% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,186 $227K 0.01% -215 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 1,183 $227K 0.04% +4 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,176 $225K 0.04% -1,374 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 1,175 $225K 0.07% 13F-HR/A Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,139 $225K 0.03% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,173 $225K 0.02% +16 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,172 $225K 0.05% -112 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 1,122 $224K 0.25% 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 1,117 $223K 0.02% -40 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 1,122 $223K 0.08% 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 1,163 $223K 0.05% +60 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,151 $222K 0.03% 0 13F-HR Timeline Group RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,159 $222K 0.04% +81 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,159 $222K 0.07% +72 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,152 $221K 0.05% +38 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 1,150 $220K 0.05% 0 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 1,149 $220K 0.19% -249 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 1,143 $219K 0.05% 0 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 1,143 $219K 0.18% -326 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 1,142 $219K 0.05% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,140 $218K 0.02% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,139 $218K 0.06% 0 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 1,139 $218K 0.01% 0 13F-HR Timeline Group Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 1,136 $218K <0.01% new 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 1,135 $217K 0.05% new 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,132 $217K 0.02% -445 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,131 $217K 0.01% new 13F-HR Timeline Group Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 1,130 $216K 0.14% 0 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 1,128 $216K 0.1% new 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,123 $215K 0.05% -729 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,121 $215K 0.01% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 1,120 $215K 0.15% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,120 $215K 0.05% -7 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 1,120 $215K 0.15% 0 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 1,118 $214K 0.05% -198 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 1,066 $212K 0.03% 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 1,107 $212K 0.02% +10 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,105 $212K 0.01% 0 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 1,102 $211K 0.08% -60 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1,104 $211K 0.01% new 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,101 $211K 0.03% -1,769 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,099 $211K 0.05% new 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 1,092 $209K 0.18% -28 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 1,090 $209K 0.12% 0 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 1,089 $209K 0.12% 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,088 $208K 0.11% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,087 $208K 0.12% 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 1,080 $207K 0.03% 0 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 1,076 $206K 0.03% new 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 1,076 $206K 0.13% new 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 1,072 $205K 0.13% 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,069 $205K 0.02% -127 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,061 $205K <0.01% 0 13F-HR/A Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,078 $205K 0.03% -168 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 1,068 $204K 0.02% new 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 1,063 $204K 0.1% -21 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 1,063 $204K 0.16% 0 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,062 $203K 0.01% 0 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 1,060 $203K 0.42% -4,174 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,052 $203K 0.08% -354 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 1,050 $201K 0.18% 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 1,050 $201K 0.03% 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 1,049 $201K 0.17% 13F-HR/A Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,047 $201K 0.02% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,042 $200K 0.05% +402 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 1,040 $199K 0.16% +15 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,019 $195K 0.14% +788 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 977 $187K 0.05% +100 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 975 $187K 0.01% 0 13F-HR Timeline Group MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 970 $186K 0.09% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 943 $181K 0.02% -1,520 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 943 $181K 0.02% +833 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 894 $171K <0.01% +866 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 886 $170K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 872 $167K 0.02% -25 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 852 $163K 0.01% -860 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 814 $156K <0.01% new 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 807 $155K 0.02% new 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 805 $154K 0.01% 0 13F-HR Timeline Group Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 804 $154K 0.08% 13F-HR/A Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 803 $154K 0.02% new 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 800 $153K 0.08% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 797 $153K 0.01% +1 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 789 $151K 0.09% +558 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 779 $149K 0.01% +491 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 774 $148K 0.03% -105 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 768 $147K 0.09% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 757 $145K 0.04% -1,081 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 753 $144K 0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 742 $142K 0.01% -97 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 720 $138K 0.03% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 686 $131K 0.01% +211 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 683 $131K 0.03% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 680 $130K 0.11% 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 660 $126K 0.07% 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 658 $126K 0.05% -99 13F-HR Timeline BAYBAN More: the full row for BAYBAN 651 $125K 0.11% 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 648 $124K <0.01% -37 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 640 $123K 0.04% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 629 $120K 0.03% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 597 $114K 0.04% -130 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 596 $114K 0.09% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 585 $112K 0.02% +500 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 583 $112K 0.01% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 561 $107K 0.02% -87 13F-HR Timeline Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 560 $107K 0.03% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 557 $107K 0.07% -97 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 549 $105K 0.01% 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 541 $104K 0.06% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 520 $99.6K 0.08% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 516 $98.8K 0.01% new 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 500 $95.8K 0.05% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 500 $95.8K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 497 $95.2K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 496 $95K 0.04% -30 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 490 $93.9K 0.01% -29 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 482 $92.3K <0.01% 13F-HR Timeline Group Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 484 $92K 0.03% 0 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 468 $90K 0.09% 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 456 $87.4K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 455 $87.2K 0.02% -55 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 432 $82.7K 0.01% +286 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 429 $82.2K 0.01% 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 420 $80.5K 0.06% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 413 $79.2K 0.01% +19 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 409 $78.3K 0.02% 0 13F-HR Timeline