Avalon Trust Co More: the full row for Avalon Trust Co 1,425 $320K 0.02% -350 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,427 $320K 0.02% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,424 $320K 0.01% +22 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 1,420 $319K 0.12% -120 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,418 $318K <0.01% -249 13F-HR Timeline Group Avondale Wealth Management More: the full row for Avondale Wealth Management 1,380 $310K 0.15% -845 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,378 $310K <0.01% +135 13F-HR Timeline Group Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,375 $309K 0.14% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,358 $305K 0.02% -32 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,347 $303K 0.03% 0 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 1,342 $301K 0.13% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,342 $301K 0.01% 0 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 1,341 $301K 0.12% new 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,331 $299K 0.02% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,301 $292K 0.02% +76 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,310 $292K <0.01% -57 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,298 $292K 0.01% +225 13F-HR/A Timeline Group Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,290 $290K 0.13% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,247 $287K 0.01% new 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 1,268 $285K 0.03% -150 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,257 $282K 0.01% 0 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 1,235 $277K 0.58% 0 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 1,226 $275K 0.12% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,218 $274K 0.01% +12 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,217 $273K 0.16% -11 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,215 $273K 0.05% +8 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 1,205 $271K 0.07% -60 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 1,200 $270K <0.01% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,200 $270K 0.03% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,198 $269K 0.03% -18 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,192 $268K 0.03% +14 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 1,182 $265K 0.06% 0 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 1,174 $264K 0.08% 0 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,170 $263K 0.08% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,154 $259K 0.01% new 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,152 $259K 0.01% -282 13F-HR/A Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 1,144 $257K 0.21% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,143 $257K 0.02% +919 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,139 $256K 0.07% +149 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,137 $255K 0.05% -122 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,123 $252K 0.02% new 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,120 $252K 0.15% -1 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,115 $250K 0.01% -27 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,101 $247K 0.01% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,082 $243K <0.01% +8 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 1,080 $243K 0.09% -40 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,071 $241K 0.12% -221 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,071 $241K <0.01% new 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 1,072 $240K 0.11% +3 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,067 $240K 0.01% -12 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,064 $239K 0.05% -25 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 1,053 $236K 0.04% -1 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,050 $236K <0.01% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,045 $235K 0.01% new 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 1,043 $234K <0.01% new 13F-HR Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 1,040 $234K 0.06% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,033 $232K 0.02% new 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 1,026 $230K 0.06% -83 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,024 $230K 0.01% -9 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,017 $228K 0.02% -277 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,010 $227K 0.09% +3 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 1,008 $227K 0.11% 0 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 1,008 $226K 0.09% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 1,000 $225K 0.02% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,000 $225K 0.07% new 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 1,000 $225K 0.21% new 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 998 $224K 0.11% -250 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 982 $221K 0.01% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 976 $219K 0.05% -57 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 975 $219K 0.13% -146 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 968 $217K 0.01% +1 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 955 $214K 0.11% 0 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 945 $212K 0.07% -14 13F-HR/A Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 946 $212K <0.01% -374 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 934 $210K 0.02% new 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 932 $209K 0.12% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 925 $208K 0.02% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 921 $207K 0.01% new 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 918 $206K 0.08% new 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 912 $205K 0.04% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 910 $204K 0.02% -400 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 905 $203K 0.03% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 898 $202K 0.01% new 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 870 $195K 0.05% -253 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 809 $182K 0.1% +279 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 796 $179K <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 753 $169K 0.04% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 725 $163K 0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 725 $162K 0.04% +2 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 717 $161K <0.01% +38 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 714 $160K <0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 710 $159K 0.05% 0 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 700 $157K 0.02% 0 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 689 $155K 0.01% +617 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 649 $146K <0.01% +332 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 630 $141K 0.05% -5 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 625 $140K 0.04% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 601 $135K <0.01% +225 13F-HR Timeline Group Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 600 $135K 0.04% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 600 $135K 0.11% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 560 $126K 0.02% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 522 $117K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 525 $117K 0.02% +53 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 490 $114K 0.07% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 501 $113K <0.01% +103 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 497 $112K <0.01% 0 13F-HR Timeline Group True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 479 $108K 0.01% new 13F-HR/A Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 458 $103K 0.01% +3 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 457 $103K <0.01% +81 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 442 $99.2K 0.05% +3 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 425 $95.5K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 423 $95K 0.02% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 401 $90.1K <0.01% 0 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 388 $87.1K 0.07% 13F-HR/A Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 380 $85.3K 0.02% 0 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 372 $83.5K <0.01% -120 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 368 $83K <0.01% +168 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 361 $81.1K 0.03% -131 13F-HR Timeline BAYBAN More: the full row for BAYBAN 357 $80.2K 0.07% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 355 $79.7K 0.03% -41 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 350 $78.6K 0.03% +340 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 345 $77.5K <0.01% -100 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 345 $77.5K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 342 $76.8K 0.03% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 332 $74.6K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 327 $73.4K <0.01% new 13F-HR/A Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 327 $73.4K 0.07% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 325 $73K 0.01% -27 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 323 $72.5K 0.05% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 321 $72K <0.01% new 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 302 $67.6K 0.01% new 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 300 $67K 0.03% +12 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 293 $65.8K 0.07% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 265 $59.5K <0.01% -3 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 256 $57.5K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 255 $57.3K 0.02% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 250 $56K 0.01% +50 13F-HR Timeline CNB Bank More: the full row for CNB Bank 243 $54.6K 0.02% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 241 $54.2K <0.01% -36 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 236 $53K 0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 235 $52.8K <0.01% 0 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 232 $52.1K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 228 $51.3K 0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 227 $51K 0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 220 $49.4K 0.03% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 208 $47K <0.01% 0 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 202 $45.4K <0.01% +178 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 195 $43.8K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 188 $42.3K 0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 170 $38.2K 0.02% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 169 $38K 0.03% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 166 $37.3K <0.01% +13 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 165 $37.1K 0.01% 0 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 163 $36.7K new Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 159 $35.8K 0.01% -50 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 154 $34.5K 0.02% +121 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 150 $33.7K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 150 $33.7K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 148 $33.2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 145 $32.6K 0.03% +1 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 143 $32.2K <0.01% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 141 $31.7K <0.01% 0 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 140 $31.4K <0.01% 0 13F-HR Timeline Group Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 136 $30.5K 0.02% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 135 $30.3K 0.01% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 128 $28.7K <0.01% +74 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 126 $28.3K 0.01% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 115 $25.8K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 115 $25.8K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 106 $23.8K 0.01% +1 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 105 $23.6K <0.01% -8 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 104 $23.5K <0.01% -1,216 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 102 $22.9K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 101 $22.7K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 100 $22.5K 0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 100 $22.5K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 100 $22.5K <0.01% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 100 $22.5K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 94 $21.1K <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 91 $20.4K 0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 90 $20.2K 0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 86 $19.3K 0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 84 $18.9K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 80 $18K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 75 $17K <0.01% new 13F-HR Timeline Group Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 72 $16.2K 0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 70 $15.7K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 70 $15.7K <0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 69 $15.5K 0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 69 $15.5K <0.01% +2 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 68 $15.2K 0.01% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 66 $14.8K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 63 $14.2K 0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 57 $12.8K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 56 $12.6K <0.01% 0 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 56 $12.6K 0.01% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 54 $12.1K 0.01% -77 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 50 $11K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 46 $10.3K <0.01% -5 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 46 $10.3K <0.01% new 13F-HR Timeline