Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 397 $30.2K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 397 $30.2K 0.02% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 394 $30K <0.01% +80 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 391 $29.8K 0.02% 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 382 $29.1K 0.01% 0 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 380 $28.9K 0.02% 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 376 $28.6K <0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 376 $28.6K +236 Timeline GGM Financial LLC More: the full row for GGM Financial LLC 374 $28.5K 0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 359 $27.3K <0.01% -366 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 352 $27.3K 0.01% -130 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 356 $27.1K <0.01% -3 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 356 $27.1K 0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 353 $26.9K <0.01% new 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 348 $26.5K 0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 346 $26.4K 0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 344 $26.2K 0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 342 $26K 0.01% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 342 $26K 0.01% 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 341 $26K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 339 $25.8K <0.01% -3 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 329 $25.1K 0.01% +92 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 319 $24.3K <0.01% -1,541 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 313 $23.8K <0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 308 $23.5K <0.01% -1,400 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 302 $23K <0.01% -300 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 294 $22.4K 0.02% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 293 $22.3K <0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 290 $22.1K <0.01% -4 13F-HR Timeline MOTCO More: the full row for MOTCO 288 $21.9K <0.01% -323 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 286 $21.8K 0.01% new 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 300 $21.7K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 283 $21.6K <0.01% +21 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 275 $20.9K 0.02% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 274 $20.9K <0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 273 $20.8K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 270 $20.6K <0.01% -136 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 267 $20.3K <0.01% 0 13F-HR Timeline Group Mechanics Financial Corp More: the full row for Mechanics Financial Corp 262 $20K 0.01% new 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 257 $19.6K 0.01% new 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 237 $19.3K 0.01% +1 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 253 $19.3K <0.01% -199 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 250 $19K 0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 242 $18.4K <0.01% -8 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 239 $18.2K <0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 229 $17.4K <0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 225 $17.1K <0.01% -3,180 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 219 $17K 0.01% +157 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 223 $17K 0.01% 0 13F-HR/A Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 221 $16.8K 0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 203 $16.7K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 214 $16.3K <0.01% -42 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 214 $16.3K <0.01% +201 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 211 $16.1K <0.01% -175 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 211 $16.1K <0.01% +209 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 209 $15.9K 0.01% -112 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 204 $15.5K <0.01% new 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 204 $15.5K 0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 203 $15.5K <0.01% +22 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 202 $15.4K 0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 200 $15.2K 0.01% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 200 $15.2K 0.02% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 196 $14.9K <0.01% +173 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 194 $14.8K <0.01% new 13F-HR Timeline Group Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 193 $14.7K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 193 $14.7K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 190 $14.5K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 188 $14.3K <0.01% +65 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 186 $14.2K 0.01% -188 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 186 $14.2K <0.01% -13 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 184 $14K 0.01% -792 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 228 $14K 0.01% 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 182 $13.9K <0.01% +24 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 179 $13.6K <0.01% new 13F-HR/A Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 178 $13.6K <0.01% -62 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 177 $13.5K <0.01% +139 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 175 $13K <0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 169 $13K <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 168 $12.9K 0.01% -505 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 169 $12.9K 0.01% -247 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 169 $12.9K <0.01% -13 13F-HR Timeline Group WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 143 $12.7K 0.01% -17 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 166 $12.6K 0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 159 $12.1K <0.01% +22 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 159 $12.1K <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 153 $11.7K 0.01% +50 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 153 $11.7K <0.01% -46 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 152 $11.6K 0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 149 $11.3K <0.01% -77 13F-HR Timeline Firsthand Capital Management, Inc. More: the full row for Firsthand Capital Management, Inc. 145 $11K 0.02% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 147 $11K <0.01% -30 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 141 $11K <0.01% new 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 144 $11K <0.01% +19 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 142 $10.8K 0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 142 $10.8K 0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 141 $10.7K <0.01% -9 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 139 $10.6K <0.01% new 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 138 $10.5K <0.01% -10 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 134 $10.2K <0.01% +12 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 130 $9.9K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 130 $9.9K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 129 $9.82K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 126 $9.6K <0.01% -1,484 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 126 $9.6K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 125 $9.52K <0.01% -72 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hoese & Co LLP More: the full row for Hoese & Co LLP 125 $9.52K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 121 $9.38K <0.01% -38 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 122 $9.29K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 119 $9.07K <0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 119 $9.06K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 117 $8.91K <0.01% -88 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 117 $8.91K <0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 115 $8.76K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 113 $8.61K <0.01% +27 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 112 $8.53K <0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 110 $8.38K <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 110 $8.38K <0.01% 0 13F-HR Timeline BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 110 $8.38K 0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 108 $8.22K <0.01% +45 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 105 $8K <0.01% 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 104 $7.92K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 103 $7.84K <0.01% -18 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 103 $7.84K <0.01% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 102 $7.77K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 100 $7.64K <0.01% -1,164 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 100 $7.62K <0.01% -31 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 100 $7.62K <0.01% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 98 $7.46K <0.01% -134 13F-HR Timeline CNB Bank More: the full row for CNB Bank 95 $7.24K <0.01% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 94 $7.16K <0.01% new 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 93 $7.08K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 92 $7.01K <0.01% -95 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 91 $6.93K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 91 $6.93K 0.01% -11 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 89 $6.79K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 89 $6.78K <0.01% +3 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 89 $6.77K 0.01% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 88 $6.7K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 88 $6.7K <0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 82 $6.25K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 81 $6.17K <0.01% -16 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 81 $6.17K 0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 79 $6.02K <0.01% +38 13F-HR Timeline J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 78 $5.94K <0.01% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 77 $5.88K 0.01% -65 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 77 $5.86K <0.01% new 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 77 $5.86K <0.01% -7 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 75 $5.71K <0.01% -65 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 73 $5.66K <0.01% +42 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 72 $5.48K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 68 $5.18K <0.01% -37 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 68 $5.18K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 67 $5.1K <0.01% +5 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 64 $4.87K <0.01% +59 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 63 $4.83K <0.01% -532 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 63 $4.8K <0.01% -1 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 63 $4.8K <0.01% -3 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 62 $4.72K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 59 $4.49K <0.01% +1 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 59 $4.49K <0.01% new 13F-HR Timeline Group Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 58 $4.42K <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 58 $4.42K <0.01% -13,076 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 57 $4.34K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 56 $4.26K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 56 $4.26K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 52 $3.96K <0.01% 0 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 52 $3.96K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 51 $3.89K <0.01% +12 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 51 $3.88K <0.01% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 50 $3.81K <0.01% -329 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 50 $3.81K <0.01% -2,379 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 49 $3.73K <0.01% -9 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 48 $3.66K <0.01% -13 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 48 $3.66K <0.01% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 47 $3.64K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 47 $3.58K <0.01% -21 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 47 $3.58K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 47 $3.58K <0.01% new 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 47 $3.58K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 46 $3.5K <0.01% -8 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 46 $3.5K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 45 $3.43K <0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 45 $3.43K <0.01% -1,493 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 45 $3.43K <0.01% -18 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 45 $3.43K <0.01% 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 44 $3.35K <0.01% +3 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 43 $3.27K <0.01% -123 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 43 $3.27K <0.01% -251 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 42 $3.2K <0.01% -62 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 42 $3.2K <0.01% 0 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 42 $3.2K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 42 $3.2K <0.01% +8 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 41 $3.12K <0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 40 $3.05K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 45 $3K <0.01% +25 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 35 $3K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 39 $2.97K <0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 39 $2.97K <0.01% +36 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 34 $2.9K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 38 $2.89K <0.01% -122 13F-HR Timeline