Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 320 $127K 0.1% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 315 $125K 0.07% +1 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 308 $122K 0.05% +89 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 308 $121K 0.1% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 300 $118K 0.06% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 312 $117K 0.04% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 294 $116K 0.02% +91 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 293 $116K 0.05% -2 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 291 $115K 0.14% +10 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 310 $115K 0.1% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 284 $112K 0.05% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 296 $110K 0.06% -9 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 274 $108K 0.08% +6 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 266 $105K 0.01% -78 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 259 $101K 0.02% -4 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 256 $101K 0.06% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 254 $100K <0.01% -151 13F-HR Timeline Group TOBAM More: the full row for TOBAM 251 $99K 0.04% -35 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 250 $98.9K 0.01% -250 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 246 $97.3K 0.01% +119 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 242 $95.8K 0.15% +9 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 239 $95K <0.01% -1 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 231 $91.4K 0.03% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 230 $91K 0.03% -100 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 225 $89K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 220 $87K 0.01% +14 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 217 $85.9K 0.03% +13 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 210 $83.1K 0.02% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 207 $81.9K 0.01% +22 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 205 $81.1K 0.07% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 202 $79.9K 0.02% -6 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 200 $79.3K 0.04% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 199 $78K 0.02% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 196 $77.5K 0.06% +4 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 190 $75.2K 0.04% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 190 $75.2K 0.04% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 190 $75.2K 0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 186 $73.6K 0.01% -61 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 185 $73.2K 0.02% +44 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 183 $72.4K 0.01% +38 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 182 $72K 0.03% -150 13F-HR/A Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 182 $72K 0.02% +2 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 180 $71.2K 0.02% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 180 $71.2K 0.01% +26 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,000 $71K 0.01% -14,920 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 179 $70.8K 0.05% +37 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 178 $70.3K 0.03% +41 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 177 $70K 0.02% +14 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 175 $69.2K 0.01% -1,801 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 175 $68.3K 0.04% -67 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 160 $63.3K 0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 160 $63.3K 0.02% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 157 $62.1K 0.01% +50 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 155 $61.5K 0.02% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 146 $57.8K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 142 $56.3K 0.04% +2 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 142 $55.4K 0.01% 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 139 $54.9K 0.01% +66 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 136 $54K <0.01% +70 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 135 $53.4K <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 135 $53.4K 0.02% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 135 $53.4K 0.02% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 135 $53.2K 0.01% +32 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 132 $52.2K 0.05% -31 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 130 $51.5K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 128 $50.5K 0.01% -5 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 126 $50K 0.01% +1 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 125 $49.6K 0.01% +1 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 125 $49.5K 0.01% new 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 125 $49.5K 0.04% 0 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 125 $49.5K 0.03% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 124 $49.1K 0.03% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 128 $48.7K 0.01% +1 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 121 $48.1K 0.01% +57 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 119 $47.1K 0.04% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 116 $45.9K 0.01% new 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 115 $45.5K 0.03% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 115 $45K 0.01% 0 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. 113 $44.7K <0.01% -2 13F-HR Timeline Group Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 113 $44.7K 0.03% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 113 $44.7K 0.01% -17 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 111 $44.3K 0.02% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 113 $44.3K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 109 $43.1K 0.02% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 108 $43K 0.02% +2 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 108 $42.7K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 108 $42.7K 0.01% -1 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 100 $39.6K <0.01% 0 13F-HR Timeline OAKMONT Corp More: the full row for OAKMONT Corp 100 $39.6K 0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 100 $39.6K 0.02% new 13F-HR/A Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $39.6K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 100 $39.6K <0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 100 $39.6K 0.03% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 100 $39.6K 0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 100 $39.6K 0.02% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 96 $38K 0.01% +13 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 96 $38K <0.01% -23 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 95 $37.6K 0.01% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 92 $36.5K 0.02% +30 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 86 $34.3K 0.01% -1 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 85 $33.6K 0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 84 $33.2K 0.01% +13 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 84 $33.2K 0.03% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 83 $32.9K 0.01% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 81 $32K 0.02% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 81 $32K 0.02% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 80 $31.6K 0.01% -30 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 80 $31.6K 0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 76 $30.1K <0.01% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 75 $29.7K <0.01% -275 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 74 $29.3K 0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 74 $29.3K 0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 73 $28.9K 0.01% +27 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 73 $28.9K 0.02% -8 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 72 $28.5K 0.02% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 71 $28.2K <0.01% new 13F-HR/A Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 70 $27.7K 0.02% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 70 $27.6K <0.01% +3 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 65 $25.7K 0.01% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 63 $24.9K 0.02% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 62 $24.5K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 62 $24.3K 0.01% +1 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 60 $23.7K <0.01% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 59 $23.3K <0.01% +31 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 57 $22.6K 0.02% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 56 $22K 0.01% -4 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 52 $20.6K <0.01% +51 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 52 $20.6K 0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 51 $20.2K 0.01% +7 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 51 $20.2K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 51 $20K <0.01% +20 13F-HR/A Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 50 $19.8K 0.01% -8 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 48 $19K 0.01% 0 13F-HR/A Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 47 $18.6K 0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 47 $18K <0.01% -16 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 44 $17.4K 0.01% -16 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 43 $17.2K 0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 42 $16.6K 0.01% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 42 $16.6K <0.01% new 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 41 $16.2K <0.01% +13 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 40 $15.9K 0.01% 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 40 $15.8K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 40 $15.8K 0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 38 $15K 0.01% -5 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 37 $14.6K 0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 35 $13.8K <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 35 $13.8K 0.21% new 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 35 $13.8K 0.01% -8 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 32 $12.5K 0.01% +30 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 31 $12.3K <0.01% 0 13F-HR Timeline Group REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 30 $11.9K 0.02% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 29 $11.5K 0.01% +14 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 28 $11.1K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 30 $11K <0.01% -2,002 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 27 $10.7K <0.01% +4 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 25 $9.89K <0.01% +24 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 22 $8.81K <0.01% -51 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 22 $8.7K 0.02% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 22 $8.7K <0.01% +15 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 21 $8.32K <0.01% -5 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 21 $8.23K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 20 $7.91K <0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 20 $7.91K <0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 20 $7.91K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 20 $7.66K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 18 $7.12K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 17 $6.73K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 17 $6.73K <0.01% -1 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 17 $6.73K <0.01% +8 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 17 $6.72K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 16 $6.33K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 15 $6.08K 0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 15 $5.95K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 15 $5.93K <0.01% +2 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 15 $5.93K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 15 $5.93K 0.01% +4 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 14 $5.64K <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 14 $5.54K <0.01% -74 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 13 $5.33K <0.01% +10 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 13 $5.15K <0.01% -16 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 13 $5.14K <0.01% -8 13F-HR Timeline City State Bank More: the full row for City State Bank 13 $5.14K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 13 $5.14K <0.01% +3 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 13 $4.87K <0.01% -1 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 12 $4.76K <0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 12 $4.75K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 11 $4.35K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 11 $4.35K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 11 $4.35K <0.01% -6 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 10 $3.96K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 10 $3.96K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 10 $3.96K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 10 $3.96K <0.01% +5 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 10 $3.96K <0.01% +8 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 9 $3.56K <0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 9 $3.56K <0.01% 0 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 7 $2.77K <0.01% -2 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 7 $2.77K 0.14% -1 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 6 $2.37K <0.01% 0 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 6 $2.37K 0.01% new 13F-HR Timeline