CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,480 $246K 0.06% +444 13F-HR/A Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,478 $245K 0.1% +417 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 1,476 $245K 0.07% -251 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,468 $244K 0.08% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,464 $243K 0.02% +103 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 1,559 $243K 0.05% -371 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,454 $242K 0.11% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,466 $242K 0.03% +1,001 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,459 $242K 0.02% new 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 1,458 $242K 0.09% -9 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 1,456 $242K 0.15% new 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 1,455 $241K 0.08% +41 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 1,450 $241K 0.04% 0 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 1,447 $240K 0.14% +205 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 1,441 $239K 0.14% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,440 $239K 0.11% +194 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,438 $239K 0.02% -731 13F-HR/A Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,432 $238K 0.13% -121 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,427 $237K 0.06% 0 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 1,425 $237K 0.05% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,417 $236K 0.01% -1,978 13F-HR Timeline Group EWA, LLC More: the full row for EWA, LLC 1,420 $236K 0.09% +110 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 1,414 $235K 0.24% -894 13F-HR/A Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 1,406 $233K 0.1% +1 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 1,404 $233K 0.11% -12 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 1,381 $233K 0.23% +58 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,404 $233K <0.01% +300 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 1,395 $232K 0.02% +195 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,394 $231K 0.03% -61 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,394 $231K 0.12% +74 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 1,390 $231K 0.05% +35 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 1,390 $231K 0.03% 0 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 1,385 $230K 0.1% -1,160 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 1,371 $228K 0.19% new 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 1,372 $228K 0.06% +112 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,372 $228K 0.06% -794 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 1,369 $227K 0.09% -24 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,369 $227K 0.05% -100 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,502 $227K 0.05% +63 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,362 $226K 0.02% 0 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 1,362 $226K 0.67% -82 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,361 $226K 0.16% 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 1,356 $225K 0.15% +201 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,355 $225K 0.07% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,356 $225K 0.02% -71 13F-HR Timeline Group M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,354 $225K 0.22% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,352 $225K 0.03% new 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 1,351 $224K 0.05% +20 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,338 $224K 0.01% -1,111 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,347 $224K 0.11% +329 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,312 $224K 0.01% -720 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,346 $223K 0.02% new 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,342 $223K 0.02% 0 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 1,336 $222K 0.11% +8 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 1,335 $222K 0.04% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,331 $221K 0.09% +25 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,329 $221K 0.03% -70 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 1,324 $220K <0.01% 0 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 1,322 $220K 0.03% 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 1,317 $219K 0.03% +176 13F-HR Timeline Group ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,309 $218K 0.12% +1,105 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 1,314 $218K 0.04% +455 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 1,313 $218K 0.09% -198 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,304 $216K 0.01% +31 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,300 $216K 0.11% 0 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 1,300 $216K 0.08% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,299 $216K 0.06% -1,299 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,298 $215K 0.06% +2 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,424 $215K 0.02% new 13F-HR Timeline Group Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 1,296 $215K 0.19% +7 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 1,295 $215K 0.06% +25 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 1,291 $214K 0.06% +125 13F-HR/A Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 1,282 $213K 0.16% 0 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 1,279 $212K 0.17% -5,649 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 1,274 $212K 0.04% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,274 $211K <0.01% +136 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 1,273 $211K 0.01% 0 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 1,273 $211K 0.04% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,272 $211K 0.02% +100 13F-HR Timeline Group DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 1,272 $211K 0.03% -112 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,271 $211K 0.03% +148 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,270 $211K 0.01% +100 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 1,270 $211K 0.01% -186 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,266 $210K 0.02% 0 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,264 $210K 0.02% +92 13F-HR/A Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 1,080 $210K 0.05% new 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 1,185 $209K 0.03% +87 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 1,258 $209K 0.06% +108 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,254 $208K 0.07% +64 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 1,253 $208K <0.01% 0 13F-HR Timeline Group Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,248 $207K 0.03% -20 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 1,246 $207K 0.02% 0 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,246 $207K 0.01% -476 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,246 $207K 0.02% -21 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,241 $206K 0.02% -20 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 1,240 $206K 0.03% 0 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,240 $206K 0.03% +92 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 1,239 $206K 0.07% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,235 $205K 0.01% +345 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 1,233 $205K 0.11% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,232 $205K 0.14% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,232 $204K 0.02% new 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 1,230 $204K 0.04% +8 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,223 $203K 0.04% new 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 1,218 $202K 0.1% +45 13F-HR Timeline ROANOKE ASSET MANAGEMENT CORP/ NY More: the full row for ROANOKE ASSET MANAGEMENT CORP/ NY 1,214 $202K 0.07% 0 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 1,215 $202K 0.17% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,212 $201K 0.01% +78 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 1,212 $201K 0.04% -235 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 1,206 $200K 0.14% +2 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,205 $200K 0.02% -50 13F-HR Timeline Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 1,177 $194K 0.01% -38,026 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,147 $190K 0.06% -437 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 1,139 $189K 0.1% +180 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,127 $187K 0.13% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,117 $185K 0.04% -20 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,105 $183K 0.05% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,090 $181K 0.1% +222 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 1,065 $177K 0.02% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,052 $175K 0.03% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,033 $172K 0.08% -64 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,033 $171K 0.03% -35 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 1,032 $171K 0.02% +105 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,030 $171K 0.13% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,000 $166K 0.02% 0 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 1,000 $166K 0.16% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 996 $165K 0.11% -5,587 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 994 $165K 0.11% 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 986 $164K 0.15% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 983 $163K 0.08% -170 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 974 $162K 0.07% -21,965 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 950 $158K 0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 944 $157K 0.01% +800 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 938 $156K 0.02% -119 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 915 $152K 0.09% +24 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 863 $143K 0.02% -37 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 850 $143K 0.02% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 850 $141K 0.01% -118 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 828 $137K 0.03% +13 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 813 $135K 0.01% -30 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 847 $134K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 800 $133K 0.03% -214 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 786 $130K 0.04% -18 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 775 $129K 0.04% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 758 $126K <0.01% new 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 750 $124K 0.1% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 705 $117K 0.02% 13F-HR Timeline Group PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 710 $117K 0.01% +200 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 700 $116K 0.05% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 698 $116K 0.02% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 694 $115K 0.02% +35 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 692 $115K 0.01% +565 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 688 $114K 0.04% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 663 $110K 0.01% +395 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 660 $110K 0.04% +32 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 655 $109K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 642 $107K 0.03% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 636 $106K 0.05% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 624 $102K 0.05% +251 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 561 $101K 0.02% new 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 600 $99.6K 0.02% +300 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 590 $97.9K <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 585 $97.1K 0.01% +260 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 551 $92.7K 0.04% +26 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 539 $89.5K 0.07% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 530 $88K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Costello Asset Management, INC More: the full row for Costello Asset Management, INC 525 $87.2K 0.04% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 525 $87.2K 0.08% -175 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 512 $85K 0.02% +336 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 509 $84.5K 0.03% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 509 $84.5K 0.02% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 500 $83K 0.02% new 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 500 $83K 0.05% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 494 $82K 0.01% +100 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 474 $78.7K 0.06% +46 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 467 $77.5K 0.01% 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 467 $77.5K 0.07% 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 464 $77K 0.04% -340 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 450 $75K 0.04% -50 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 450 $74.7K 0.06% -50 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 450 $74.7K 0.08% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 448 $74.4K 0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 445 $74.2K 0.04% -25 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 431 $71.5K 0.05% +1 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 430 $71K 0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 427 $70.9K 0.03% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 421 $70K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 440 $69.4K 0.02% +358 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 404 $67.1K 0.04% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 402 $66.7K <0.01% -79 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 400 $66.4K 0.03% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 400 $66.4K 0.03% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 375 $62.2K 0.03% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 368 $62.1K 0.03% +139 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 370 $61.4K 0.06% -100 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 348 $61.4K 0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 363 $60.3K 0.01% +50 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 359 $60K <0.01% +32 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 354 $58.8K 0.02% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 351 $58.5K <0.01% +155 13F-HR Timeline