HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,756 $173K <0.01% -17,601 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,753 $173K 0.07% -278 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 1,749 $173K 0.16% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,669 $165K 0.02% -3,111 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,626 $160K 0.07% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,625 $160K 0.05% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,609 $159K 0.05% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,542 $153K 0.03% -66 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,542 $152K 0.02% -1,506 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,531 $151K 0.05% -200 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,525 $150K 0.02% -330 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,476 $148K 0.07% -1,177 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,500 $148K 0.07% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,488 $147K 0.04% +1 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,478 $146K <0.01% +135 13F-HR/A Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,460 $144K 0.12% -250 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,353 $141K 0.06% 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 138,702 $139K 0.2% +137,296 13F-HR/A Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,320 $135K 0.07% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,361 $134K 0.05% +95 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,354 $134K 0.03% -162 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 1,350 $133K 0.01% new 13F-HR/A Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,325 $131K 0.06% -100 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,315 $130K 0.01% -33 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,303 $129K <0.01% new 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,278 $126K 0.01% -10 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,263 $125K 0.04% new 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,253 $124K 0.02% -191 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,220 $120K 0.05% -549 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,216 $120K 0.09% new 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,210 $119K 0.01% -65 13F-HR Timeline Group Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,194 $118K 0.05% +6 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,151 $114K 0.02% -1,006 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,145 $113K 0.01% +1,138 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,140 $112K 0.04% -39 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,135 $112K 0.02% -22 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,127 $112K 0.09% +310 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,117 $110K 0.02% +397 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,100 $109K <0.01% 0 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 1,086 $107K 0.03% -133 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,084 $107K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,062 $105K 0.08% -424 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,020 $101K 0.02% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,017 $100K 0.02% -174 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 1,013 $99.9K 0.07% +104 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 1,000 $98.7K 0.04% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 989 $97.6K 0.1% -136 13F-HR/A Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 970 $95.7K 0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 941 $92.7K <0.01% -318 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 939 $92.6K 0.01% +60 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 908 $89.6K 0.01% +506 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 887 $87.5K 0.01% -216 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 865 $85K 0.03% -11 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 854 $84.3K 0.06% +2 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 850 $83.9K 0.01% +162 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 849 $83.8K 0.01% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 989 $83.1K <0.01% +464 13F-HR Timeline City State Bank More: the full row for City State Bank 817 $80.6K 0.03% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 790 $77.9K 0.02% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 773 $76.3K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 751 $74.1K 0.03% +5 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 749 $73.9K <0.01% +218 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 351 $66K <0.01% -83 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 667 $65.9K 0.01% -54 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 667 $65.9K 0.06% -899 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 666 $65.7K <0.01% -325 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 639 $63K 0.01% +1 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 630 $62K 0.01% -16 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 618 $61K 0.05% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 616 $60.8K 0.03% -13 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 614 $60.6K 0.03% +3 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 600 $59.2K <0.01% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 600 $59.2K 0.02% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 597 $58.9K 0.04% -812 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 594 $58.6K 0.02% -82 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 585 $58K <0.01% +296 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 583 $57.5K 0.01% -40 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 582 $57.4K 0.01% +477 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 577 $56.9K 0.01% -880 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 564 $55.6K 0.02% +46 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 553 $54.6K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 521 $51.4K 0.03% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 511 $50.5K 0.03% -2 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 478 $50.4K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 509 $50.2K 0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 506 $50K 0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 506 $49.9K 0.02% +1 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 500 $49.3K 0.03% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 500 $49.3K 0.04% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 490 $48.3K 0.02% +55 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 480 $47.4K 0.04% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 478 $47.1K 0.02% +4 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 470 $46.3K 0.01% +28 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 457 $45.1K <0.01% +5 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 450 $44.4K 0.04% 0 13F-HR/A Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 450 $44.4K 0.01% -10 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 446 $44K 0.01% +4 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 440 $43.4K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 439 $43.3K 0.01% -1 13F-HR/A Timeline First PREMIER Bank More: the full row for First PREMIER Bank 445 $43K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 438 $43K 0.01% +143 13F-HR Timeline Security National Bank More: the full row for Security National Bank 430 $42.4K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 427 $42.1K 0.03% +401 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 401 $41K 0.03% +98 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 414 $40.8K 0.01% +21 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 414 $40.8K 0.07% -949 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 413 $40.7K 0.02% new 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 414 $40K <0.01% +2 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 405 $40K 0.03% -178 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 400 $39.5K 0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 400 $39.5K 0.02% -345 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 394 $38.9K <0.01% -30 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 390 $38.5K <0.01% -22 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 389 $38.4K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 383 $38K 0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 376 $37.1K 0.02% +10 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 375 $37K 0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 373 $36.8K 0.01% -194 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 371 $36.6K 0.03% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 368 $36.3K 0.02% +253 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 365 $36K 0.01% +43 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 360 $36K <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 364 $35.9K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 360 $35.6K <0.01% -105 13F-HR Timeline TOBAM More: the full row for TOBAM 355 $35K 0.01% -6,407 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 352 $34.7K 0.01% +323 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 351 $34.6K <0.01% -2,574 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 346 $34.1K 0.02% -21 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 345 $34.1K 0.01% +1 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 353 $34K 0.02% +92 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 338 $33K <0.01% -26 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 327 $32.3K 0.02% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 332 $32K <0.01% +39 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 313 $30.9K 0.01% -9 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 302 $29.8K <0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 300 $29.6K 0.02% -463 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 300 $29.6K 0.02% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 298 $29.4K <0.01% -417 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 289 $28.5K 0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 286 $28.3K 0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 263 $26.9K 0.01% +253 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 260 $26K 0.01% -46 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 263 $26K 0.01% +102 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 262 $25.8K 0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 258 $25.5K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 253 $25K 0.02% -57 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 250 $24.7K 0.02% 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 244 $24K 0.01% +3 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 239 $23.6K 0.01% +3 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 239 $23.6K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 239 $23.6K <0.01% -55 13F-HR Timeline Group BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 238 $23.5K <0.01% 0 13F-HR Timeline Group Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 238 $23.5K 0.02% -51 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 237 $23.4K 0.02% +121 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 235 $23.2K 0.01% -65 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 233 $23K 0.01% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 228 $22.5K 0.01% 0 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 213 $22.5K 0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 222 $21.9K <0.01% +57 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 220 $21.7K <0.01% -386 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 219 $21.6K <0.01% +22 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 219 $21.6K <0.01% -21 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 215 $21.2K 0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 214 $21.1K <0.01% -37 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 206 $21.1K <0.01% +74 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 210 $20.7K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 200 $19.7K <0.01% -2,668 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 200 $19.7K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 195 $19.2K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 199 $19K <0.01% -111 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 187 $18.5K 0.01% -180 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 185 $18.2K 0.01% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 185 $18.2K <0.01% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 185 $18.2K 0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 184 $18.2K 0.01% -49 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 180 $17.8K 0.01% +42 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 178 $17.6K <0.01% -112 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 174 $17.2K 0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 174 $17.2K 0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 175 $17K 0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 155 $16.3K 0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 165 $16.3K 0.02% -1,528 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 163 $16.1K 0.01% -3 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 150 $15.9K 0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 154 $15.2K 0.01% +62 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 149 $14.5K 0.01% -1,070 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 146 $14.4K <0.01% -16 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 146 $14.4K <0.01% -148 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 144 $14.2K 0.01% +4 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 142 $14K <0.01% -8 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 142 $14K 0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 142 $14K 0.01% -170 13F-HR Timeline Group FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 142 $14K <0.01% -25 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 134 $13.2K 0.01% +91 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 127 $12.5K <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 125 $12.3K 0.25% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 125 $12.3K 0.01% -165 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 124 $12.3K 0.01% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 124 $12.2K 0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 120 $11.8K <0.01% -5,525 13F-HR Timeline