ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 403 $149K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 385 $141K 0.02% +91 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 368 $136K 0.01% +9 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 367 $136K 0.08% +225 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 360 $133K 0.08% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 359 $133K 0.05% 0 13F-HR Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 350 $129K <0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 350 $129K 0.02% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 348 $129K 0.02% 0 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 340 $126K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 338 $125K 0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 336 $124K 0.05% +158 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 324 $120K 0.08% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 323 $120K 0.02% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 320 $118K 0.09% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 315 $116K 0.13% +24 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 308 $114K 0.08% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 307 $113K 0.01% +207 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 300 $111K 0.04% +7 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 300 $109K 0.05% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 274 $101K 0.07% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 260 $96.1K 0.06% -206 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 259 $95.7K 0.01% -7 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 250 $92.4K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 250 $92K <0.01% +11 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 247 $91.3K 0.01% +27 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 238 $88K 0.04% +48 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 235 $86.9K 0.15% -7 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 234 $86.7K 0.01% +121 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 226 $83.9K 0.02% +105 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 225 $83.2K 0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 216 $79.8K 0.03% -163 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 214 $79.1K 0.02% -3 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 210 $77.6K 0.02% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 209 $77.3K 0.02% +24 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 207 $76.5K 0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 205 $75.8K 0.06% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 200 $74.1K 0.03% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 200 $73.9K 0.01% -2 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 198 $73.4K 0.05% -112 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 193 $71.4K 0.01% +7 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 190 $70.2K 0.03% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 190 $70.2K 0.01% 0 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 187 $69.1K 0.02% +7 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 183 $67.7K 0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 182 $67.3K 0.02% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 182 $67.3K 0.04% +3 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 182 $67.3K 0.05% +50 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 180 $66.5K 0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 180 $66.5K 0.02% +20 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 178 $66K 0.02% +1 13F-HR Timeline Quarry LP More: the full row for Quarry LP 170 $62.8K 0.02% new 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 165 $61.1K 0.08% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 162 $60.1K <0.01% +26 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 160 $59.1K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 160 $59K 0.03% -96 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 157 $58K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 156 $57.6K 0.01% +17 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 155 $57.3K 0.02% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 142 $55.6K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 150 $55.2K <0.01% +90 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 150 $55K 0.02% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 140 $51.8K 0.01% -6 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 136 $50K 0.03% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 135 $49.9K <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 135 $49.9K 0.02% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 135 $49.9K 0.01% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 134 $49.5K <0.01% -210 13F-HR Timeline Group Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 131 $48.3K 0.01% +1 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 130 $48.1K 0.02% -100 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 128 $47.3K 0.19% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 128 $47.2K 0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 127 $47K <0.01% new 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 125 $46.3K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 125 $46.2K 0.04% 0 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 125 $46.2K 0.02% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 126 $46K 0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 119 $44K 0.03% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 115 $43K 0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 116 $42.9K 0.01% +8 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 115 $42.5K 0.03% 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 $41.8K <0.01% 0 13F-HR Timeline Group Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 113 $41.8K 0.03% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 113 $41.8K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 113 $41.8K 0.03% +69 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 111 $41.4K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 110 $40.7K <0.01% +83 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 110 $40.7K <0.01% +2 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 109 $40.4K 0.03% +69 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 109 $40.3K 0.02% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 107 $39.6K 0.03% +69 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 106 $39.5K 0.02% -2 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 100 $37.1K <0.01% 0 13F-HR Timeline OAKMONT Corp More: the full row for OAKMONT Corp 100 $37K 0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 100 $37K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $37K 0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 100 $37K 0.02% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 100 $37K 0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 100 $37K 0.02% 0 13F-HR/A Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 99 $36.6K 0.01% +15 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 96 $35.5K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 95 $35.1K 0.01% +22 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 95 $35.1K 0.01% 0 13F-HR Timeline ANTIPODES PARTNERS Ltd More: the full row for ANTIPODES PARTNERS Ltd 91 $33.6K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 87 $32.1K 0.01% +1 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 85 $31.4K 0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 83 $30.8K 0.01% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 81 $29.9K 0.02% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 80 $29.6K 0.01% 0 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 80 $29.6K 0.01% 0 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 80 $29.6K 0.02% new 13F-HR/A Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 74 $27.4K 0.02% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 74 $27.4K 0.02% -50 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 74 $27.4K 0.02% 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 73 $27K 0.02% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 72 $26.6K 0.01% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 70 $25.9K 0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 69 $25.5K 0.02% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 69 $25.5K 0.01% -5 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 68 $25.1K <0.01% +9 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 67 $24.7K <0.01% -3 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 65 $24K 0.1% -131 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 64 $23.7K 0.01% +12 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 63 $23.3K 0.02% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 62 $22.8K 0.01% 0 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 60 $22.1K 0.02% 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 58 $21.4K 0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 57 $21.2K 0.02% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 57 $21.1K 0.01% +36 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 56 $20.6K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 55 $20.3K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 52 $19.2K <0.01% 0 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 52 $19.2K <0.01% new 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 51 $18.9K 0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 51 $18.9K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 50 $18.5K 0.01% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 50 $18.5K 0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 49 $18.1K <0.01% +8 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 51 $18K <0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 50 $18K 0.01% -201 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 48 $17.7K 0.01% 0 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 47 $17.4K 0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 47 $17.4K 0.01% -459 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 47 $17K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 44 $16.3K 0.01% -131 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 44 $16.1K 0.01% +1 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 42 $15.5K 0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 41 $15.2K <0.01% -1,389 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 40 $14.9K 0.01% 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 40 $14.8K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 40 $14.8K 0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 39 $14.4K 0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 37 $13.7K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 35 $12.9K <0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 35 $12.9K 0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 34 $12.6K <0.01% +3 13F-HR Timeline Group Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 30 $11.1K <0.01% new 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 30 $11.1K 0.02% 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% 0 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 28 $10.4K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 27 $9.98K <0.01% +5 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 25 $9.24K <0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 22 $8.13K 0.02% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 22 $8.13K <0.01% -10 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 21 $7.7K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 20 $7.63K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 20 $7.39K <0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 20 $7.39K <0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 20 $7.39K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 18 $6.66K <0.01% +5 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 18 $6.66K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 17 $6.65K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 17 $6.38K <0.01% -5 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 17 $6.29K <0.01% 0 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 17 $6.28K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 17 $6.28K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 15 $5.68K 0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 15 $5.57K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 15 $5.55K <0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 15 $5.54K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 15 $5.54K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 15 $5.48K <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 14 $5.17K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 14 $5.17K <0.01% +4 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 13 $5K <0.01% -4,940 13F-HR Timeline City State Bank More: the full row for City State Bank 13 $4.81K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 13 $4.81K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 13 $4.74K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 12 $4.44K <0.01% +7 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 12 $4.44K <0.01% +2 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 12 $4.44K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 12 $4.44K 0.01% 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 12 $4.37K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 12 $4.26K <0.01% -1 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 11 $4.07K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 11 $4.07K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 11 $4.07K <0.01% new 13F-HR/A Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 10 $3.7K <0.01% -5 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 10 $3.7K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 8 $2.96K <0.01% new 13F-HR Timeline