Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 3,308 $93.4K 0.03% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3,289 $92.9K 0.02% -327 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,216 $90.8K 0.03% +28 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,210 $90.7K 0.09% -8,799 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 3,199 $90.3K 0.03% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,182 $89.9K 0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 3,072 $86.8K 0.02% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,030 $85.6K 0.03% +30 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 2,972 $83.9K 0.03% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 2,954 $83.4K 0.01% +1,397 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,855 $80.6K 0.05% -109 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 2,849 $80.4K 0.17% +22 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 2,799 $79K 0.03% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2,716 $76.7K 0.07% -248 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,711 $76.6K 0.02% +76 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 2,657 $75K 0.03% -247 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 2,649 $75K 0.01% -561 13F-HR/A Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 2,631 $74K 0.03% +200 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 2,946 $73.2K 0.04% +1,077 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,565 $72.4K <0.01% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 2,500 $70.6K 0.01% +2,400 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,496 $70.5K 0.02% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2,495 $70.5K 0.02% -231 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 2,734 $69.4K 0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 2,450 $69.2K 0.03% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. 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More: the full row for North Ridge Wealth Advisors, Inc. 2,000 $56.5K 0.03% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,971 $55.7K 0.01% +900 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,965 $55.5K 0.01% +425 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 1,960 $55.4K 0.03% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,954 $55.2K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1,931 $54.5K 0.03% +811 13F-HR Timeline Capitol Family Office, Inc. 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More: the full row for Koesten, Hirschmann & Crabtree, INC. 1,765 $49.8K 0.02% -395 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 1,758 $49.6K 0.03% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,873 $49.6K 0.01% +345 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 1,909 $49.4K 0.03% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 1,738 $49.1K <0.01% -91,908 13F-HR Timeline Group TrinityBridge Ltd More: the full row for TrinityBridge Ltd 1,723 $49K <0.01% -2,500 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 1,730 $48.9K 0.03% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,745 $48.8K 0.03% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,725 $48.7K 0.04% +49 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,716 $48.5K 0.03% +728 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,695 $47.9K <0.01% -5,821 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,690 $47.7K 0.03% -1,487 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 1,648 $46.5K 0.06% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,591 $44.9K 0.03% -276 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,578 $44.6K 0.02% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 87 $44.3K 0.03% -1,481 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,566 $44.2K 0.02% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,552 $43.8K 0.02% +202 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,550 $43.8K 0.02% +4 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 1,541 $43.5K 0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 1,536 $43.4K 0.03% -21 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,526 $43.1K <0.01% -270 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,506 $43K 0.02% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,515 $42.8K 0.03% -365 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,497 $42.3K <0.01% +15 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 1,392 $39K 0.03% +14 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 1,366 $38.6K 0.03% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 1,358 $38.4K 0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,351 $38.2K 0.02% -1,835 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,345 $38K 0.01% +107 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,308 $36.9K 0.02% +106 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,302 $36.8K 0.01% -52 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 1,300 $36.7K 0.02% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,291 $36.5K <0.01% +36 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 1,244 $35.1K 0.03% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,241 $35K 0.01% -209 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,238 $35K 0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1,234 $34.8K 0.01% -14 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 1,211 $34.2K 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 1,194 $33.7K 0.02% +102 13F-HR Timeline Group POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 1,185 $33.5K 0.02% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1,174 $33.2K 0.01% -51,298 13F-HR Timeline Group Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 1,144 $32.3K 0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,118 $31.6K 0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 1,112 $31.4K 0.03% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,102 $31.1K 0.02% +11 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,099 $31K 0.02% new 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,090 $30.8K 0.01% -9,555 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 1,090 $30.8K 0.02% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1,070 $30.2K 0.05% -153 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,069 $30.2K 0.01% +288 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,056 $29.8K 0.01% +474 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,048 $29.6K 0.01% +10 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,045 $29.5K <0.01% +39 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 1,041 $29.4K 0.02% -72 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,032 $29.1K 0.01% 0 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 1,022 $28.9K 0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,020 $28.8K 0.01% -400 13F-HR/A Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 988 $27.9K 0.02% +3 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 973 $27.5K 0.03% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 952 $26.9K 0.01% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 950 $26.8K 0.01% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 926 $26.1K 0.02% -926 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 922 $26K 0.02% +1 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 901 $25.4K 0.01% new 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 895 $25.3K 0.02% +702 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 890 $25.1K 0.02% +2 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 865 $24.4K 0.11% -8,426 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 863 $24.4K 0.01% +1 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 855 $24.1K 0.01% +2 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 871 $24K 0.01% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 841 $23.8K <0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 834 $23.6K 0.02% 0 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 830 $23.4K 0.01% new 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 812 $22.9K 0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 801 $22.6K 0.01% +15 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 775 $21.9K 0.01% -58 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 758 $21.4K 0.01% +4 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 730 $20.6K <0.01% +587 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 717 $20.2K 0.01% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 700 $20K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 700 $19.8K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 795 $19.6K <0.01% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 646 $18.7K 0.02% 0 13F-HR/A Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 650 $18.4K 0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 645 $18.2K 0.01% +146 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 640 $18.1K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 637 $18K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 600 $16.9K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Access Investment Management LLC More: the full row for Access Investment Management LLC 586 $16.5K <0.01% 0 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 552 $15.6K <0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. 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More: the full row for Evolution Advisers, Inc. 494 $13K 0.01% -100 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 443 $12.5K 0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 429 $12.1K <0.01% +160 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 425 $12K <0.01% -640 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 425 $12K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 419 $11.8K 0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 410 $11.6K 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. 398 $11.2K <0.01% 13F-HR Timeline Group Harbor Asset Planning, Inc. 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More: the full row for DHJJ Financial Advisors, Ltd. 139 $3.94K <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 138 $3.91K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 132 $3.71K <0.01% -23 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 176 $3.69K 0.03% -10,750 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 122 $3.45K <0.01% new 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 116 $3.28K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 116 $3.27K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 104 $2.94K <0.01% +23 13F-HR Timeline