Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 1,826 $260K 0.07% new 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 1,826 $260K 0.11% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,814 $258K <0.01% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,806 $257K 0.02% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,804 $257K <0.01% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,785 $254K 0.04% new 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 1,776 $253K 0.19% 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 1,774 $252K 0.1% 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 1,737 $247K 0.01% -83 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,730 $246K <0.01% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,723 $245K 0.01% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,718 $244K 0.01% new 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 1,701 $242K 0.01% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,693 $241K 0.01% -602 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 1,674 $238K 0.21% 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,674 $238K 0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,670 $238K 0.01% +300 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 1,660 $236K 0.18% 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,652 $235K <0.01% new 13F-HR Timeline Group Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 1,641 $233K 0.1% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,638 $233K 0.06% new 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,631 $232K <0.01% +436 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,631 $232K 0.03% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,626 $231K 0.02% new 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 1,612 $229K 0.06% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,609 $229K <0.01% new 13F-HR Timeline Group Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 1,603 $228K 0.15% new 13F-HR/A Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,589 $226K <0.01% new 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,586 $226K <0.01% new 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,679 $226K 0.06% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,581 $225K 0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,540 $219K 0.02% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,538 $219K <0.01% new 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 1,500 $213K 0.01% new 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,500 $213K 0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,490 $212K 0.08% -400 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,476 $210K 0.17% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,464 $208K 0.01% -832 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,461 $208K <0.01% -4,188 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 1,460 $208K 0.02% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,459 $208K 0.01% +86 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,459 $208K <0.01% new 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 1,429 $203K 0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,331 $189K <0.01% +1,060 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,313 $187K 0.03% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 1,300 $185K 0.15% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,224 $174K 0.02% -39 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,295 $173K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 1,146 $163K 0.02% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,100 $156K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,081 $154K 0.01% -47 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,079 $153K 0.1% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,002 $143K <0.01% +208 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 977 $139K <0.01% +447 13F-HR Timeline CX Institutional More: the full row for CX Institutional 903 $128K <0.01% +151 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 882 $126K 0.07% +172 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 885 $126K 0.02% -306 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 831 $118K 0.01% 0 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 785 $112K 0.04% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 733 $104K 0.01% +33 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 700 $99.6K <0.01% +100 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 679 $96.6K 0.03% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 648 $92.2K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 640 $91K <0.01% +196 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 621 $88.3K <0.01% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 600 $85.3K 0.01% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 600 $85.3K 0.01% -260 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 590 $83.9K <0.01% +65 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 570 $81.1K 0.02% 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 702 $79.2K <0.01% -7,448 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 538 $76.5K 0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 528 $75.1K <0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 528 $75.1K <0.01% +47 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 518 $73.7K <0.01% -285 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 513 $73K <0.01% +225 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 513 $73K 0.02% +19 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 507 $72.2K <0.01% -1 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 485 $69K 0.03% -140 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 448 $63K 0.02% -633 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 440 $62.6K <0.01% +60 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 436 $62K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 420 $59.7K <0.01% +41 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 420 $59.7K 0.02% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 400 $56.9K 0.02% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 360 $51.2K <0.01% +33 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 350 $49.8K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 345 $49.1K <0.01% -64 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 342 $48.6K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 338 $48.1K <0.01% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 336 $47.8K 0.01% +53 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 334 $47.5K <0.01% +59 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 331 $47.1K 0.02% +324 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 303 $43.1K <0.01% +78 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 300 $42.7K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 299 $42.5K <0.01% -245 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 299 $42.5K 0.01% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 295 $42.5K 0.01% -2 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 290 $41.2K 0.03% -26 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 281 $40K 0.02% +72 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 272 $38.7K 0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 272 $38.7K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 265 $37.7K <0.01% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 258 $36.7K 0.03% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 252 $35.8K 0.01% +2 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 250 $35.6K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 233 $33.1K 0.02% +224 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 225 $32K <0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 220 $31.3K <0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 211 $30K 0.03% 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 210 $29.9K 0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 207 $29.4K 0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 203 $28.9K <0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 200 $28.4K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 191 $27.2K 0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 190 $27K 0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 182 $25.8K <0.01% 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 180 $25.6K 0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 179 $25.5K 0.01% +41 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 179 $25.5K <0.01% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 178 $25.3K <0.01% -53 13F-HR/A Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 167 $23.8K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 164 $23.3K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 160 $22.8K <0.01% +40 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 160 $22.8K 0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 153 $21.8K 0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 151 $21.5K <0.01% +46 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 150 $21.3K 0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 150 $21.3K 0.01% 0 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 148 $21.1K <0.01% +118 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 148 $21.1K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 147 $20.9K 0.02% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 145 $20.6K 0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 139 $19.8K 0.12% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 139 $19.8K <0.01% +18 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 130 $18.5K <0.01% +10 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 125 $17.8K <0.01% +25 13F-HR Timeline Group Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 122 $17.4K 0.01% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 120 $17.3K <0.01% 0 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 121 $17.2K <0.01% +60 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 120 $17.1K <0.01% 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 119 $16.9K 0.01% +10 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 117 $16.6K 0.02% 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 113 $16.1K 0.01% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,500 $15.6K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 109 $15.5K 0.01% 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 142 $15.4K <0.01% 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 110 $15K <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 99 $14.1K <0.01% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 97 $13.8K <0.01% 0 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 93 $13.2K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 93 $13.2K <0.01% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 100 $13.1K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 90 $12.8K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 90 $12.8K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 83 $11.8K 0.01% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 75 $10.7K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 70 $9.96K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 75 $8.93K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 59 $8.39K <0.01% +24 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 59 $8.39K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 57 $8.11K 0.01% +13 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 57 $8.05K <0.01% +12 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 637 $7.4K <0.01% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 50 $7.14K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 50 $7.11K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 50 $7.11K <0.01% -2 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 51 $7K <0.01% +4 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 50 $7K <0.01% 0 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 47 $6.68K 0.01% 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 45 $6.4K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 44 $6.28K <0.01% +10 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 43 $6.12K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 43 $5.84K <0.01% +35 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 41 $5.83K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 40 $5.69K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 40 $5.69K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 39 $5.55K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 38 $5.41K <0.01% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 35 $4.91K -16 Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 36 $4.91K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 33 $4.69K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 33 $4.69K <0.01% -29 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 31 $4.41K <0.01% -2 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 31 $4.41K <0.01% +10 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 31 $4.41K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 31 $4.32K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 30 $4.27K <0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 29 $4.12K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. 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