EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 882 $214K 0.01% -374 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 879 $213K 0.03% new 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 876 $213K 0.04% new 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 876 $213K 0.04% -60 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 873 $212K 0.11% -4 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 872 $212K 0.03% +1 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 870 $211K 0.01% -2 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 864 $210K 0.06% 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 861 $209K 0.03% -33 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 860 $209K 0.21% 0 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 859 $208K 0.06% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 858 $208K 0.01% -51 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 857 $208K 0.06% new 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 855 $207K 0.03% new 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 854 $207K 0.04% new 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 852 $207K 0.03% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 852 $207K 0.05% new 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 851 $207K 0.01% 0 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 850 $206K 0.03% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 850 $206K 0.06% 0 13F-HR Timeline Targeted Financial Services LLC More: the full row for Targeted Financial Services LLC 850 $206K 0.17% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 850 $206K 0.01% new 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 847 $205K 0.13% new 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 846 $205K 0.04% new 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 846 $205K 0.15% -181 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 845 $205K 0.33% -22 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 844 $205K 0.03% -32 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 842 $204K 0.15% new 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 842 $204K 0.09% new 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 839 $204K 0.06% new 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 838 $203K 0.04% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 836 $203K 0.02% 0 13F-HR/A Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 836 $203K 0.08% new 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 832 $201K 0.09% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 828 $201K 0.05% new 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 827 $201K 0.09% new 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 825 $200K 0.02% +4 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 825 $200K 0.01% -93 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 825 $200K 0.05% new 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 825 $200K 0.08% new 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 825 $200K 0.02% -60 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 810 $197K 0.01% -57 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 800 $194K 0.12% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 799 $194K 0.01% -231 13F-HR/A Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 798 $194K 0.16% +111 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 784 $190K 0.04% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 782 $190K 0.02% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 779 $189K 0.04% -381 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 778 $189K 0.01% +366 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 774 $188K 0.03% +772 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 763 $185K 0.06% +5 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 759 $184K 0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 756 $183K 0.05% +23 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 751 $182K 0.03% 0 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 751 $182K 0.07% new 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 751 $182K 0.08% -1,120 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 750 $182K <0.01% +264 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 748 $181K 0.08% -4,262 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 724 $176K 0.06% -62 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 718 $174K 0.09% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 714 $173K <0.01% -53 13F-HR Timeline Group BAYBAN More: the full row for BAYBAN 703 $171K 0.15% -142 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 692 $168K 0.07% -155 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 690 $167K 0.1% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 686 $166K 0.06% -10 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 675 $164K 0.12% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 667 $162K 0.03% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 665 $161K 0.05% -80 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 660 $160K 0.09% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 647 $157K 0.06% +47 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 645 $157K <0.01% -66 13F-HR Timeline Group FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 637 $155K 0.05% -200 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 634 $154K 0.01% +9 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 635 $154K 0.04% 0 13F-HR/A Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 630 $153K 0.03% +4 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 620 $150K 0.09% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 618 $150K 0.01% +26 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 614 $149K 0.03% -86 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 611 $148K 0.07% +141 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 608 $148K 0.05% +4 13F-HR/A Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 600 $146K <0.01% new 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 600 $146K 0.05% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 600 $146K 0.04% 0 13F-HR Timeline Group 10Elms LLP More: the full row for 10Elms LLP 600 $146K 0.09% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 589 $143K 0.07% +3 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 590 $143K 0.05% 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 582 $141K 0.08% -3 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 575 $140K 0.01% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 573 $139K 0.13% -6 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 568 $138K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 568 $138K 0.03% +13 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 563 $137K 0.03% +17 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 557 $135K 0.05% +18 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 545 $132K 0.05% +209 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 544 $132K 0.04% -27 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 542 $132K 0.03% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 543 $132K 0.02% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 523 $127K 0.02% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 523 $127K 0.07% +59 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 479 $127K 0.05% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 520 $126K 0.03% +1 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 508 $123K 0.03% +1 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 504 $122K 0.04% +3 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 497 $122K 0.01% +123 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 500 $121K 0.11% 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 526 $121K 0.05% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 486 $118K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 484 $117K 0.02% +167 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 480 $116K 0.11% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 478 $116K 0.01% +207 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 475 $115K <0.01% -30 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 472 $115K 0.04% +64 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 471 $114K 0.11% 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 470 $114K 0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 464 $113K 0.09% +306 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 464 $113K 0.03% 0 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 455 $110K <0.01% +112 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 454 $110K 0.11% +341 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 441 $107K 0.05% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 437 $106K 0.01% +3 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 437 $106K 0.03% +2 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 432 $105K 0.11% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 429 $104K 0.01% +24 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 426 $103K 0.02% +125 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 424 $103K 0.05% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 423 $103K 0.09% new 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 420 $102K 0.05% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 410 $99.5K 0.03% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 410 $99.5K 0.12% +320 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 407 $98.7K 0.02% -9,136 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 404 $98K 0.04% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 400 $97K 0.15% -3 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 399 $96.8K 0.1% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 355 $96.6K 0.06% +90 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 386 $94K 0.01% -160 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 386 $93.7K 0.04% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 385 $93.4K 0.03% -48 13F-HR Timeline Group OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 382 $92.7K 0.08% +349 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 369 $90K 0.01% -2,006 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 363 $88.1K 0.04% +1 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 353 $85.6K 0.03% -73 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 347 $84.2K 0.05% +2 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 341 $82.7K 0.03% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 338 $82K 0.02% new 13F-HR Timeline Group PALLADIEM, LLC More: the full row for PALLADIEM, LLC 325 $81.7K 0.08% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 327 $79.3K 0.02% +168 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 325 $78.9K 0.02% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 315 $76.4K 0.06% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 314 $76.3K 0.08% +154 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 314 $76.2K 0.04% 0 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 309 $75K 0.05% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 313 $75K 0.06% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 274 $72.2K 0.01% +63 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 296 $71.8K 0.02% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 292 $70.8K 0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 292 $70.8K 0.03% -34 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 291 $70.6K 0.06% -2 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 291 $70.6K <0.01% -231 13F-HR/A Timeline Group SFAM, LLC More: the full row for SFAM, LLC 289 $70.1K 0.07% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 280 $68K 0.02% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 280 $67.9K 0.02% -175 13F-HR Timeline Group Main Street Group, LTD More: the full row for Main Street Group, LTD 278 $67.4K 0.02% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 290 $66.7K 0.02% -9 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 265 $64.3K 0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 260 $63.1K 0.01% +10 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 256 $62.1K 0.02% new 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 255 $61.9K 0.03% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 250 $60.7K 0.05% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 249 $60.6K 0.01% +1 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 248 $60.2K 0.01% +4 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 242 $58.7K 0.04% -18 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 241 $58.5K <0.01% new 13F-HR Timeline Group Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 237 $57.5K 0.03% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 229 $55.6K 0.02% +34 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 222 $53.9K 0.01% new 13F-HR/A Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 217 $52.7K <0.01% -88 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 217 $52.6K 0.01% +133 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 215 $52.2K 0.01% -21 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 213 $51.7K 0.01% +1 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 209 $50.8K 0.01% +38 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 209 $50.7K 0.02% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 204 $49.4K 0.03% +2 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 202 $49K 0.01% -5 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 199 $48.3K 0.03% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 196 $47.6K 0.01% +154 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 196 $47.4K 0.04% +1 13F-HR Timeline OAKMONT Corp More: the full row for OAKMONT Corp 180 $43.7K 0.01% 0 13F-HR/A Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 176 $42.7K 0.01% -31 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 176 $42.7K 0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 175 $42.5K 0.03% new 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 165 $40K 0.24% 0 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 164 $39.8K 0.02% 0 13F-HR/A Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 163 $39.5K 0.01% +6 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 163 $39K 0.01% -20 13F-HR/A Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 159 $38.6K 0.02% +55 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 158 $38.3K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 158 $38.3K 0.02% +54 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 152 $36.9K 0.02% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 150 $36.4K 0.03% -57 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 148 $35.9K <0.01% -14 13F-HR Timeline