Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 516 $202K 0.02% new 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 514 $201K 0.03% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 514 $201K 0.03% new 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 514 $201K 0.19% 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 512 $201K 0.08% 13F-HR/A Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 511 $200K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 507 $199K 0.02% +131 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 485 $190K 0.01% +4 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 454 $178K <0.01% +1 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 452 $177K 0.02% +11 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 440 $172K 0.02% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 424 $166K 0.01% +9 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 443 $161K 0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 406 $159K 0.07% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 400 $157K 0.02% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 395 $155K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 393 $154K 0.01% +326 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 392 $154K 0.02% +220 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 380 $149K 0.05% -50 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. True Wealth Design, LLC More: the full row for True Wealth Design, LLC 376 $147K 0.04% +116 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 376 $147K 0.05% +20 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 372 $146K 0.01% -130 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 365 $143K 0.05% +47 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 351 $138K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 350 $137K 0.06% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 345 $135K 0.01% +300 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 338 $132K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 337 $132K 0.02% +2 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 336 $132K 0.04% +5 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 326 $128K <0.01% 0 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 325 $127K <0.01% +29 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 320 $125K <0.01% +87 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 317 $124K 0.01% 0 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 317 $124K 0.06% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 309 $121K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 296 $116K 0.01% +24 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 293 $115K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 280 $110K 0.03% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 263 $103K 0.03% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 257 $101K 0.03% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 257 $101K 0.02% -39 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 252 $99K 0.02% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 244 $95.6K 0.04% +17 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 124 $95K 0.01% +3 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 219 $92.7K 0.05% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 203 $85.9K 0.02% +5 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 219 $85.8K 0.02% new 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 217 $85K 0.01% -308 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 214 $83.8K 0.04% +14 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 211 $82.7K 0.02% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 209 $81.9K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 207 $81.1K <0.01% +8 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 203 $79.5K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 201 $78.7K 0.01% -565 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 200 $78.4K 0.02% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 200 $78.4K 0.02% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 199 $78K 0.05% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 197 $77.2K 0.05% -51 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 192 $75.2K 0.03% 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 190 $74.4K 0.02% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 187 $73.3K 0.06% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 183 $71.7K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 179 $70.1K 0.01% -14 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 174 $68.2K 0.07% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 169 $66.2K 0.02% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 156 $61.1K 0.01% +5 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 150 $58.8K 0.06% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 146 $57.2K 0.05% -50 13F-HR Timeline CFG Wealth Management Services, Inc. More: the full row for CFG Wealth Management Services, Inc. 146 $57.2K 0.05% -62 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 59 $56.9K 0.03% -19 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 136 $53.3K 0.02% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 134 $52.5K 0.01% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 133 $52.1K 0.05% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 133 $52.1K 0.02% +65 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 127 $49.8K 0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 125 $49K 0.02% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 123 $48.2K <0.01% +1 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 123 $48.1K 0.01% 0 13F-HR Timeline PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 122 $47.8K 0.16% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 118 $46.2K 0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 115 $45.1K 0.01% +55 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 115 $45.1K <0.01% +15 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 103 $44.2K <0.01% +11 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 111 $43.5K 0.01% -174 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 107 $41.9K 0.01% +2 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 107 $41.9K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 106 $41.5K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 106 $41.5K 0.02% -100 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 105 $41.1K <0.01% +5 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 104 $40.7K 0.01% new 13F-HR/A Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 104 $40.7K 0.02% +71 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 103 $40.4K <0.01% +47 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 102 $40K 0.03% +34 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 101 $39.6K 0.01% -7 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 100 $39.2K 0.02% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 100 $39.2K 0.02% new 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 100 $39.2K 0.03% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 100 $39.2K 0.01% +91 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 100 $39.2K 0.01% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 99 $38.8K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 99 $38.8K 0.01% +49 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 98 $38.4K 0.02% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 97 $38K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 97 $38K 0.02% 0 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 94 $36.8K 0.01% +30 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 93 $36.4K 0.02% +20 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 91 $35.6K 0.01% -3,019 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 89 $34.9K 0.03% -189 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 83 $32.6K <0.01% +49 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 82 $32.1K -16 Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 80 $31.4K 0.01% -45 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 80 $31.4K 0.01% +15 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 80 $31.3K <0.01% 0 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 79 $30.9K 0.01% new 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 76 $29.8K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 76 $29.8K 0.01% +40 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 75 $29.4K 0.02% +2 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 73 $28.5K 0.01% -4 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 68 $26.6K <0.01% +45 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 66 $25.9K <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. 62 $24.3K <0.01% -14 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 60 $24K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 59 $23.1K <0.01% +36 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 57 $22.3K 0.01% +7 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 57 $22.3K 0.01% -15,640 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 56 $21.9K <0.01% +45 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 51 $21.6K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 55 $21.5K <0.01% -5 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 55 $21.5K <0.01% +11 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 50 $19.6K 0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 50 $19.6K <0.01% -275 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 49 $19.2K 0.01% +2 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 48 $19K 0.01% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 47 $18.4K <0.01% 0 13F-HR Timeline Group Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 45 $17.6K 0.01% new 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 43 $16.8K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 40 $16K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 41 $16K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 40 $15.7K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 39 $15.3K <0.01% +17 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 40 $15K <0.01% -24 13F-HR/A Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 40 $15K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 37 $15K <0.01% -11 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 38 $14.9K <0.01% +1 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 36 $14.1K 0.06% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 34 $13.3K 0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 33 $12.9K <0.01% +12 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 31 $12.2K <0.01% +21 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 31 $12.2K <0.01% +1 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 31 $12.1K 0.01% +7 13F-HR/A Timeline Avion Wealth More: the full row for Avion Wealth 31 $12K <0.01% -71 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 30 $11.8K 0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 30 $11.8K <0.01% +7 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 30 $11.8K 0.02% -12 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 29 $11.4K <0.01% -6 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 27 $10.6K <0.01% -24 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 26 $10.2K <0.01% -10 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 26 $10.2K <0.01% -102 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 26 $10.1K <0.01% +24 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 25 $9.79K <0.01% -25 13F-HR Timeline Wedbush Fund Advisers, LLC More: the full row for Wedbush Fund Advisers, LLC 25 $9.79K <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 19 $9.61K 0.01% +5 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 23 $9.01K 0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 22 $8.62K <0.01% -47 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 21 $8.54K <0.01% +1 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 20 $8.46K 0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 21 $8.23K 0.02% -4,563 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 20 $7.84K 0.01% 0 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 20 $7.83K <0.01% new 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 19 $7.48K <0.01% -63 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 19 $7.44K <0.01% +2 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 19 $7.44K <0.01% +4 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 19 $7.44K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 18 $7.05K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 18 $7.05K <0.01% +6 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 17 $6.66K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 17 $6.66K <0.01% +10 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 15 $5.89K <0.01% +5 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 15 $5.88K 0.01% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 12 $5.62K <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 14 $5.49K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 14 $5.49K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 14 $5.49K <0.01% +12 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 13 $5.09K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 13 $5.09K <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 12 $4.75K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 12 $4.7K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 12 $4.7K <0.01% +6 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 11 $4.32K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 11 $4.31K <0.01% +1 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 9 $3.53K <0.01% +1 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 9 $3.53K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 9 $3.53K <0.01% -499 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 9 $3.53K <0.01% +1 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 8 $3.14K <0.01% 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 8 $3.13K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 8 $3.13K <0.01% +1 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 8 $3.13K <0.01% +4 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 8 $3.13K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 8 $3.13K <0.01% new 13F-HR Timeline