Clifford Group, LLC More: the full row for Clifford Group, LLC 507 $211K 0.16% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 506 $211K 0.01% +3 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 504 $210K 0.13% -18 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 502 $209K 0.02% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 502 $209K 0.03% new 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 501 $209K 0.01% +16 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 500 $208K 0.05% new 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $208K 0.09% new 13F-HR Timeline Amount filed as zero, left out of ratios. NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 499 $208K 0.03% -33 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 495 $206K 0.03% new 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 495 $206K 0.07% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 495 $206K 0.01% -4 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 493 $205K 0.02% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 493 $205K 0.01% -2,968 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 492 $205K 0.03% new 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 492 $205K 0.01% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 492 $205K <0.01% new 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 492 $205K 0.04% new 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 490 $204K 0.1% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 489 $204K 0.02% new 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 487 $203K 0.01% -36 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 487 $203K 0.05% new 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 417 $203K 0.04% new 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 486 $203K 0.11% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 485 $202K 0.01% +142 13F-HR Timeline Group Jacobsen Capital Management More: the full row for Jacobsen Capital Management 484 $202K 0.07% new 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 484 $202K 0.08% new 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 482 $201K 0.03% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 476 $198K 0.03% -10 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 467 $195K 0.03% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 391 $190K <0.01% -4 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 447 $186K 0.08% +25 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 441 $184K 0.02% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 441 $184K 0.07% +117 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 430 $179K 0.01% 0 13F-HR Timeline Group Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 419 $175K 0.02% -544 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 403 $168K 0.04% +8 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 400 $167K 0.06% +79 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 400 $167K 0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 394 $164K 0.15% 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 393 $164K 0.06% 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 391 $163K 0.07% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 382 $159K 0.09% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 379 $158K 0.01% new 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 368 $153K <0.01% +9 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 364 $152K 0.02% +59 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 358 $149K 0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 353 $147K 0.04% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 353 $147K 0.04% +321 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 350 $146K 0.03% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 345 $144K 0.01% -19,723 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 324 $135K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 315 $131K 0.03% -31 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 310 $129K 0.01% -7 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 305 $127K 0.01% 0 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 275 $126K 0.02% -2,825 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 292 $125K 0.01% -21 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 297 $124K 0.01% +39 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 295 $123K 0.01% +25 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 294 $123K <0.01% +87 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 292 $122K 0.04% -7 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 275 $115K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 270 $113K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 266 $111K 0.01% -19 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 255 $106K 0.03% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 250 $104K 0.01% +5 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 250 $104K 0.08% 13F-HR Timeline MOTCO More: the full row for MOTCO 249 $104K 0.01% -8 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 242 $103K 0.01% -51 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 241 $103K 0.02% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 239 $99.6K 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 238 $99.2K 0.05% 0 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 235 $97K 0.03% +20 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 230 $95.8K 0.06% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 225 $93.8K 0.03% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 225 $93.8K 0.06% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 222 $92.3K 0.02% +4 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 220 $91.7K 0.02% +213 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 219 $91.3K 0.01% +30 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 190 $90.7K 0.01% +24 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 215 $89.6K 0.05% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 211 $88K <0.01% +27 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 40,226 $86.9K 0.01% -22 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 207 $86.4K 0.04% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 206 $85.9K 0.01% -69 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 205 $85.4K 0.03% -110 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 203 $84.6K 0.01% +22 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 201 $83.8K 0.02% new 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 200 $83.3K 0.07% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 200 $83.3K 0.4% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 200 $83.3K 0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 200 $83.3K 0.04% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 198 $82K 0.07% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 196 $81.7K 0.01% -1 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 196 $81.7K 0.01% +40 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 192 $80K 0.01% +25 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 186 $78K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 187 $77.9K <0.01% 0 13F-HR Timeline Group General Partner, Inc. More: the full row for General Partner, Inc. 182 $75.8K 0.05% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 179 $74.6K 0.03% 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 179 $74.6K 0.02% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 177 $73.8K 0.04% 0 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 167 $69.6K 0.02% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 160 $66.7K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 157 $65.4K 0.02% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 156 $65K <0.01% -10 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 155 $64.6K 0.01% +54 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 155 $64.6K 0.02% 0 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 150 $62.5K <0.01% new 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 150 $62.5K 0.03% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 145 $60.4K 0.01% -28 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 143 $59.6K 0.04% +2 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 140 $58.3K <0.01% -4 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 140 $58.3K 0.01% -142 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 125 $57.7K 0.06% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 138 $57K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 137 $57K 0.04% -67 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 135 $56.3K 0.01% 0 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 135 $56.3K 0.05% 13F-HR/A Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 135 $56.2K 0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 133 $55.4K <0.01% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 125 $52.1K 0.01% -50 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 123 $51.4K 0.01% +86 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 123 $51.3K 0.01% -1 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 123 $51.3K 0.01% 0 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 122 $50.8K 0.01% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 120 $50.1K 0.04% 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 120 $50K 0.02% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 102 $48.9K 0.03% 0 13F-HR/A Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 115 $47.9K 0.02% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 113 $47.1K 0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 110 $45.8K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 109 $45.4K 0.01% -3 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 100 $43.7K 0.02% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 102 $42.5K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 101 $42.1K 0.01% -32 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 100 $41.7K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 100 $41.7K <0.01% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 100 $41.7K <0.01% +88 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 100 $41.7K 0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 100 $41.7K 0.02% -38,820 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 100 $41.7K 0.03% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 99 $41.5K <0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 99 $41.3K 0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 95 $39.6K 0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 94 $39.2K 0.02% +25 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 92 $38.3K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 92 $38.2K 0.02% +8 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 90 $37.5K <0.01% 0 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 90 $37.5K 0.02% new 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 90 $37.5K 0.04% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 89 $37.1K <0.01% +15 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 87 $36.3K 0.02% +6 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 86 $35.8K <0.01% +50 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 83 $34.6K 0.02% +9 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 81 $33.8K 0.01% +7 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 80 $33.4K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 80 $33.3K 0.02% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 79 $32.9K <0.01% +52 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 75 $31.3K 0.01% +61 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 74 $30.8K 0.01% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 73 $30.4K <0.01% -15 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 73 $30.4K <0.01% +2 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 73 $30.4K <0.01% +7 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 71 $29.6K <0.01% -3 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 71 $29.6K 0.01% new 13F-HR/A Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 66 $27.6K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 61 $25.4K 0.01% +23 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 61 $25.4K 0.03% +12 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 59 $24.6K 0.01% +34 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 56 $23.3K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 56 $23K <0.01% +7 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 55 $22.7K 0.01% +1 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 53 $22.7K 0.02% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 52 $21.7K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 52 $21.7K 0.01% -23 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 51 $21.3K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 50 $20.8K 0.01% new 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 50 $20.8K 0.01% +24 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 50 $20.8K 0.02% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 46 $19.2K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 46 $19.2K <0.01% -134 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 45 $18.8K 0.01% -63 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 44 $18.3K 0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 43 $17.9K <0.01% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 43 $17.9K <0.01% new 13F-HR/A Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 43 $17.9K <0.01% +3 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 42 $17.5K <0.01% new 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 40 $17.1K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 41 $17.1K 0.01% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 40 $16.7K <0.01% +14 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 38 $16K <0.01% +8 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 38 $15.8K 0.01% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 37 $15.4K 0.01% 0 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 36 $15K <0.01% +3 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 35 $14.6K <0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 35 $14.6K 0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 35 $14.6K <0.01% +3 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 35 $14.6K 0.01% +6 13F-HR/A Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 34 $14.1K <0.01% +6 13F-HR Timeline