Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 3,250 $258K 0.11% +52 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 3,255 $257K 0.01% 0 13F-HR Timeline Adventist Health System/ West More: the full row for Adventist Health System/ West 3,232 $256K 0.05% new 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 3,220 $255K 0.53% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,201 $254K 0.03% new 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 3,196 $253K 0.04% new 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 3,187 $253K 0.08% new 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 3,186 $253K 0.22% +361 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,180 $252K 0.04% -59 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 3,171 $251K 0.11% +22 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 3,170 $251K 0.18% +160 13F-HR Timeline Cornerstone Wealth, LLC/TN More: the full row for Cornerstone Wealth, LLC/TN 3,160 $251K 0.14% 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 3,158 $250K 0.1% -150 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,157 $250K 0.04% -82 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 3,156 $250K 0.25% +41 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 3,155 $250K 0.05% -2,571 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 3,149 $250K 0.03% -350 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 3,120 $247K 0.01% -57 13F-HR Timeline Group C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 3,118 $247K 0.21% -276 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 3,118 $247K 0.07% +21 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,109 $246K 0.02% 0 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 3,118 $246K 0.15% new 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 3,903 $246K 0.13% 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 3,107 $246K 0.01% 0 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 3,097 $246K 0.05% -5 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 3,087 $244K 0.11% +316 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3,067 $243K 0.05% +70 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3,065 $243K <0.01% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 3,058 $242K -67 Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,047 $242K 0.01% -882 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,044 $241K 0.08% new 13F-HR Timeline Group White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 3,040 $241K 0.2% -1,897 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,037 $241K <0.01% +48 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 3,030 $240K 0.15% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,012 $239K 0.04% -11,209 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 3,000 $238K 0.13% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,994 $237K 0.02% +205 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 2,994 $237K 0.11% +199 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,985 $237K 0.02% -103 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 2,982 $236K 0.1% +129 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,971 $236K 0.01% +33 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,961 $235K 0.04% +21 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,931 $232K 0.03% -1,868 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 2,917 $231K 0.04% -2 13F-HR Timeline Schaeffer Financial LLC More: the full row for Schaeffer Financial LLC 2,902 $230K 0.19% +111 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,881 $228K 0.01% -58 13F-HR Timeline Bridgelight Financial Advisors, Inc. More: the full row for Bridgelight Financial Advisors, Inc. 2,861 $227K 0.19% +18 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,833 $225K <0.01% +285 13F-HR Timeline Group Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 2,833 $225K 0.1% -277 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 2,819 $223K 0.13% -294 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,806 $222K 0.03% 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 2,802 $222K 0.09% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,798 $222K 0.02% 0 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 2,753 $218K 0.15% 0 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 2,756 $218K 0.02% new 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 2,740 $217K 0.21% -99 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,730 $216K 0.02% 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 2,727 $216K 0.07% +4 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,725 $216K 0.03% -2,000 13F-HR Timeline American Trust More: the full row for American Trust 2,713 $215K 0.02% new 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 2,709 $215K 0.15% 0 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 2,716 $215K 0.14% +38 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 2,706 $215K 0.05% 0 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 2,703 $214K 0.14% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,683 $213K 0.06% 0 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2,682 $213K 0.06% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,663 $211K 0.02% 0 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 2,650 $210K 0.16% 0 13F-HR/A Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 2,649 $210K 0.04% new 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 2,648 $210K 0.13% +126 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,643 $210K 0.04% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,634 $209K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,621 $208K 0.03% +904 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 2,600 $206K 0.05% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,600 $206K 0.02% 0 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 2,589 $205K 0.15% 0 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 2,576 $204K 0.09% 0 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 2,571 $204K 0.04% -214 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 2,564 $203K 0.02% -717 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 2,560 $203K 0.06% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,559 $203K 0.08% new 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 2,550 $202K 0.1% +175 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 2,547 $202K 0.04% -1,846 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 2,561 $201K 0.05% -91,437 13F-HR Timeline Pandowealth. LLC More: the full row for Pandowealth. LLC 2,532 $201K 0.18% +1 13F-HR/A Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 2,530 $201K 0.02% 0 13F-HR Timeline Integrity Wealth Partners, LLC More: the full row for Integrity Wealth Partners, LLC 2,527 $200K 0.18% 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 2,503 $198K 0.08% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,405 $191K 0.06% -146 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,399 $190K 0.01% -150 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,332 $185K <0.01% -514 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 2,212 $175K 0.1% -573 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 2,148 $170K 0.06% -508 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 2,133 $169K 0.15% +21 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,126 $169K 0.02% -30 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,046 $161K 0.02% +5 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,987 $158K 0.03% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,979 $157K <0.01% +442 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 1,939 $154K 0.03% -185 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 1,813 $144K 0.1% +564 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,786 $141K 0.03% +2 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,779 $141K 0.05% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,737 $138K <0.01% -179 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 1,715 $136K 0.03% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 1,667 $132K 0.08% new 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 1,652 $131K 0.07% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,651 $131K 0.09% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,637 $130K 0.03% +1,595 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 1,623 $129K 0.07% -1,000 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 1,622 $129K 0.09% +500 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,605 $127K 0.09% -50 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,564 $124K <0.01% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,544 $122K 0.06% +1,247 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,486 $118K +1,000 Timeline SFAM, LLC More: the full row for SFAM, LLC 1,442 $114K 0.11% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,432 $114K 0.01% +1,132 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,428 $113K 0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,400 $111K 0.03% 0 13F-HR Timeline Group Align Financial, LLC More: the full row for Align Financial, LLC 1,397 $111K 0.06% -109,986 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,388 $110K 0.05% +39 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,345 $107K <0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,325 $105K 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,298 $103K 0.04% -50 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,233 $97.7K 0.04% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,219 $96.6K <0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,213 $96.1K 0.05% -266 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,208 $95.8K 0.08% +70 13F-HR Timeline MOTCO More: the full row for MOTCO 1,200 $95.1K 0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 1,150 $91.2K 0.26% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1,120 $88.8K 0.03% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1,120 $88.8K 0.03% +1,071 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 1,067 $84.4K 0.07% +7 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,060 $84K 0.02% new 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 1,000 $79.3K 0.07% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 982 $78K 0.02% +31 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 980 $77.7K <0.01% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 969 $76.8K 0.06% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 937 $74.3K <0.01% new 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 936 $74.2K 0.03% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 935 $74.1K 0.05% +262 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 911 $72.2K 0.03% +1 13F-HR/A Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 910 $72.2K 0.03% -73 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 904 $71.7K 0.04% +889 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 904 $71.7K 0.02% +695 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 875 $69.4K 0.01% -97 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 826 $65.6K 0.04% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 764 $60.6K <0.01% new 13F-HR Timeline Group POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 758 $60.1K 0.07% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 746 $59.1K <0.01% -100 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 735 $58.3K <0.01% -2 13F-HR Timeline Group Atomic Invest LLC More: the full row for Atomic Invest LLC 725 $57.3K 0.03% +268 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 728 $57.3K <0.01% +611 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 707 $56.1K 0.04% new 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 700 $55.5K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 686 $54.4K 0.04% +317 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 668 $53K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 638 $50.5K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 636 $50.4K <0.01% -2 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 614 $48.7K 0.02% +528 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 610 $48.4K 0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 588 $46.6K 0.01% -37,224 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 576 $45.6K 0.03% +503 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 551 $43.6K 0.01% +4 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 542 $43K 0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 540 $42.8K 0.02% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 533 $42.3K 0.01% new 13F-HR Timeline STRATEGIC ADVISORY PARTNERS, LLC More: the full row for STRATEGIC ADVISORY PARTNERS, LLC 527 $41.8K 0.03% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 520 $41.2K 0.02% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 500 $39.5K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 500 $39K 0.01% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 486 $38.5K 0.01% new 13F-HR/A Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 458 $36.3K 0.01% +4 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 433 $34.3K <0.01% new 13F-HR/A Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 430 $34.1K 0.02% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 414 $32.8K 0.02% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 412 $32.7K 0.01% +3 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 411 $32.5K <0.01% -629 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 398 $32K <0.01% -348 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 400 $31.7K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 396 $31.4K <0.01% -591 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 356 $28.2K 0.01% 0 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 356 $28.2K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 352 $28K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 346 $27.4K 0.02% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 320 $25.4K 0.02% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 311 $24.6K 0.13% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 308 $24.4K <0.01% +252 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 304 $24.1K <0.01% new 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 301 $23.9K 0.01% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 300 $23.8K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 299 $23.7K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 291 $23.1K <0.01% -12 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 280 $22.2K <0.01% -324,617 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 273 $21.6K 0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 263 $21K 0.01% +196 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 263 $20.8K <0.01% +2 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 251 $19.9K 0.02% -41 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 250 $19.8K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 250 $19.8K <0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 236 $18.7K <0.01% new 13F-HR Timeline