ENZI WEALTH More: the full row for ENZI WEALTH 612 $200K 0.07% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 653 $198K 0.02% +340 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 642 $195K 0.05% 0 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 639 $194K 0.09% -500 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 636 $193K 0.08% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 625 $190K 0.15% 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 613 $186K 0.03% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 609 $185K 0.02% +487 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 605 $184K 0.02% -1 13F-HR Timeline FUNDSMITH INVESTMENT SERVICES LTD. More: the full row for FUNDSMITH INVESTMENT SERVICES LTD. 605 $184K <0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 604 $184K 0.12% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 583 $177K 0.05% -106 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 566 $172K 0.06% +46 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 553 $168K 0.06% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 533 $162K 0.11% +151 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 496 $162K 0.12% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 530 $161K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 524 $159K 0.05% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 519 $158K 0.04% +266 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 518 $157K 0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 517 $157K 0.09% -4 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 510 $155K 0.07% +10 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 509 $155K 0.06% 0 13F-HR Timeline Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 504 $153K 0.05% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 503 $153K 0.11% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 502 $153K 0.04% new 13F-HR Timeline Anatole Investment Management Ltd More: the full row for Anatole Investment Management Ltd 500 $152K 0.03% new 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 496 $151K 0.12% -25 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 488 $148K 0.03% +325 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 470 $143K 0.04% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 462 $141K 0.01% +180 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 459 $139K 0.06% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 450 $137K 0.06% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 450 $137K 0.11% 0 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 450 $137K 0.13% 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 445 $136K 0.06% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 444 $135K 0.03% -15 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 438 $133K 0.1% 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 434 $132K 0.05% +34 13F-HR Timeline Hood River Capital Management LLC More: the full row for Hood River Capital Management LLC 433 $132K <0.01% new 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 431 $131K 7.26% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 425 $129K 0.19% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 425 $129K 0.04% -100 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 423 $129K 0.02% +2 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 419 $127K 0.12% 13F-HR/A Timeline TSFG, LLC More: the full row for TSFG, LLC 418 $127K 0.02% +37 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 412 $125K 0.03% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 400 $122K 0.07% -50 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 396 $120K 0.03% +58 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 393 $119K 0.04% +41 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 392 $119K 0.02% -440 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 389 $118K 0.01% +26 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 381 $116K 0.06% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 380 $115K 0.1% 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 379 $115K 0.03% 0 13F-HR Timeline Capco Asset Management, LLC More: the full row for Capco Asset Management, LLC 369 $112K 0.03% +84 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 366 $111K 0.02% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 361 $110K 0.01% +41 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 361 $110K 0.03% +234 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 351 $107K <0.01% -183 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 349 $106K 0.09% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 349 $106K 0.02% +34 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 347 $105K 0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 333 $101K 0.07% 0 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 331 $101K 0.03% 13F-HR/A Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 330 $100K 0.15% -2,766 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 391 $100K 0.01% +194 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 329 $100K <0.01% +17 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 324 $98.5K 0.05% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 287 $98.2K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 310 $94.1K 0.02% -25 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 300 $91.2K 0.02% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 292 $88.7K 0.01% +6 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 287 $87.2K 0.03% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 284 $86.5K 0.09% 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 283 $86K 0.08% 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 275 $83.6K 0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 275 $83.6K 0.03% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 274 $83.3K <0.01% -109 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 251 $82.9K 0.01% -49 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 268 $81.4K 0.02% -3 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 266 $81K 0.02% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 259 $78.8K 0.01% +172 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 254 $77.2K 0.03% +174 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 252 $76.6K 0.05% +52 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 252 $76.5K 0.04% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 250 $76K 0.04% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 247 $75.1K 0.04% -54 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 246 $74.8K 0.01% +93 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 238 $72.3K 0.03% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 237 $72K 0.02% -13 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 235 $71.4K 0.04% +44 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 227 $69K 0.03% +90 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 225 $68.4K 0.06% -110 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 225 $68.4K 0.04% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 218 $66.4K <0.01% -52 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 214 $65K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 213 $64.9K 0.03% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 210 $63.8K 0.04% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 209 $63.6K 0.03% 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 205 $62K 0.07% 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 200 $60.8K 0.06% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 199 $60.5K 0.07% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 198 $60.2K 0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 195 $59.3K 0.02% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 194 $59.1K 0.03% -10 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 192 $58.3K 0.04% -34 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 187 $56.8K 0.04% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 186 $56.5K 0.02% +65 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 181 $55K 0.02% +4 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 177 $53.8K 0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 173 $52.7K 0.02% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 169 $51.4K 0.01% -26 13F-HR Timeline Troy Asset Management Ltd More: the full row for Troy Asset Management Ltd 168 $51.1K <0.01% -87 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 166 $50.5K 0.03% -5 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 162 $49.2K 0.01% +28 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 159 $48.3K 0.03% new 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 155 $47.1K 0.02% +100 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 154 $47K 0.03% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 154 $46.8K 0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 152 $46K 0.03% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 141 $45.6K 0.01% -65 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 150 $45.6K 0.03% 0 13F-HR Timeline 180 GPS Investments IC Ltd More: the full row for 180 GPS Investments IC Ltd 148 $45K 0.04% -43,503 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 144 $43.8K 0.02% +83 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 138 $42K 0.01% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 134 $40.7K 0.01% +10 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 134 $40.7K 0.01% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 129 $39.2K 0.01% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 127 $38.6K 0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 124 $37.8K 0.03% 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 121 $36.8K 0.01% +100 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 108 $36.5K 0.29% -13 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 119 $36.2K 0.02% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 117 $35.6K <0.01% +51 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 117 $35.5K 0.02% -10 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 115 $35.1K 0.03% -26 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 115 $34.9K <0.01% new 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 113 $34.3K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 113 $34.3K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 113 $34.3K 0.01% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 105 $31.9K 0.01% 0 13F-HR/A Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 103 $31.3K 0.02% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 103 $31.3K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 102 $31K 0.19% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 100 $30.4K 0.01% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 100 $30.4K 0.02% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 100 $30.4K 0.02% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 99 $30.1K <0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 100 $30K <0.01% -43 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 97 $29.5K 0.03% 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 95 $28.9K <0.01% +28 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 94 $28.2K 0.01% +36 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 142 $28K 0.17% +29 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 92 $28K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 91 $27.7K 0.01% +41 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 90 $27.4K 0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 89 $27K 0.02% +24 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 88 $26.7K 0.02% 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 87 $26.4K 0.02% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 86 $26K <0.01% -8 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 85 $25.8K <0.01% 0 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 84 $25.5K 0.02% 13F-HR Timeline Trust Co More: the full row for Trust Co 77 $23.4K <0.01% +9 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 76 $23.3K 0.01% +6 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 75 $22.8K 0.02% 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 73 $22.2K 0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 72 $21.9K 0.02% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 70 $21.3K 0.01% new 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 70 $21.3K 0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 69 $21K 0.01% -1 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 68 $20.7K 0.02% 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 67 $20.4K 0.01% +3 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 65 $19.8K <0.01% +37 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 65 $19.8K 0.01% +5 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 63 $19.2K 0.01% 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 62 $18.8K <0.01% 0 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 62 $18.8K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 60 $18.3K 0.01% -10 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 60 $18.2K 0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 58 $17.6K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 50 $15.2K <0.01% -100 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 50 $15.2K 0.01% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 50 $15.2K 0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 50 $15.2K 0.01% 0 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 50 $15.2K <0.01% -2,410 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 50 $15.2K 0.01% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 48 $15K 0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 48 $14.5K <0.01% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 46 $14K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 45 $13.7K <0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 45 $13.7K 0.01% 0 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 44 $13.4K 0.01% 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 42 $12.8K <0.01% -23 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 40 $12.2K <0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 40 $12.2K <0.01% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 40 $12.2K 0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 39 $11.9K 0.01% 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 38 $11.5K <0.01% new 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 38 $11.5K <0.01% -765 13F-HR Timeline