TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,945 $357K 0.03% 0 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,944 $357K 0.07% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,938 $356K 0.02% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,910 $353K 0.03% +209 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 2,895 $351K 0.03% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,884 $350K 0.02% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,870 $348K 0.01% +148 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,869 $348K <0.01% +374 13F-HR Timeline Group BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,860 $347K 0.02% +1,101 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,842 $345K 0.07% +1 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2,839 $344K 0.21% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,831 $343K 0.04% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,827 $343K 0.02% +1,577 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 2,825 $343K 0.16% -333 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,821 $342K 0.14% -137 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 2,816 $342K 0.22% +39 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,797 $339K 0.01% -211 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,794 $339K <0.01% +859 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 2,789 $338K 0.05% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,785 $338K 0.02% -1,405 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 2,783 $338K 0.13% +219 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,770 $336K 0.05% +240 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 2,758 $335K 0.01% +516 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 2,754 $334K 0.18% 0 13F-HR Timeline American Trust More: the full row for American Trust 2,732 $331K 0.03% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,731 $331K 0.02% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,699 $327K 0.08% 0 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 2,657 $322K 0.17% +140 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,648 $321K 0.01% +156 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,645 $321K 0.02% +253 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,578 $313K 0.02% +27 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 79 $312K 0.02% -2,496 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 2,546 $309K 0.14% -200 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,527 $307K 0.1% +367 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 2,515 $305K 0.13% -64 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,512 $305K <0.01% +8 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 2,508 $304K 0.03% +850 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 2,500 $303K 0.25% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,476 $300K 0.14% +82 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,469 $300K 0.09% -16 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 2,448 $297K 0.03% 0 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,425 $294K 0.05% new 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 2,402 $291K 0.04% -592 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/ 2,400 $291K <0.01% -25 13F-HR Timeline Group Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 2,257 $288K 0.28% 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,372 $288K <0.01% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,346 $285K <0.01% new 13F-HR/A Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 2,335 $283K 0.07% +76 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,363 $283K 0.03% -854 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2,327 $282K 0.04% 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 2,306 $280K 0.07% +318 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,277 $280K 0.02% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,306 $276K 0.09% +1,467 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,271 $275K 0.03% -60 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,247 $273K <0.01% +54 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,229 $270K 0.02% +151 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 2,222 $270K 0.18% -35 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 2,200 $267K 0.07% +50 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 2,196 $266K 0.28% 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 2,186 $265K 0.11% +70 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,182 $265K 0.01% +22 13F-HR/A Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,178 $264K <0.01% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,177 $264K <0.01% new 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,177 $264K 0.06% 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,167 $259K 0.01% 0 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 2,136 $259K 0.14% -197 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,135 $259K 0.02% -797 13F-HR Timeline Main Management ETF Advisors, LLC group of 2 filers holding More: the full row for Main Management ETF Advisors, LLC 2,136 $259K -454,453 Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,102 $255K 0.02% +100 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 2,100 $255K 0.04% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,090 $254K 0.01% -5,565 13F-HR Timeline Group Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 2,075 $252K 0.08% new 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 2,074 $252K 0.09% +293 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 2,071 $251K 0.13% +153 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,070 $251K 0.08% -75 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,069 $251K 0.05% 0 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 2,062 $250K 0.03% +10 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 2,049 $249K 0.13% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,009 $244K 0.02% new 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 2,006 $243K 0.01% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,000 $243K 0.06% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,000 $243K 0.05% 0 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,985 $241K 0.09% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,969 $239K 0.01% -216 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,939 $235K <0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,918 $233K <0.01% +382 13F-HR/A Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,919 $232K 0.08% 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,916 $232K 0.06% 0 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 1,889 $232K 0.09% -170 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,896 $230K 0.01% +906 13F-HR/A Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,891 $229K 0.01% new 13F-HR Timeline Group Anson Capital, Inc. More: the full row for Anson Capital, Inc. 1,888 $229K 0.2% new 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 1,879 $228K 0.01% 0 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 1,867 $226K <0.01% -1,188 13F-HR Timeline Group LongView Wealth Management More: the full row for LongView Wealth Management 1,853 $225K 0.07% -1,040 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,844 $224K 0.01% 0 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 1,844 $224K 0.06% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,819 $221K 0.02% +21 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,803 $219K 0.05% +20 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 1,800 $218K 0.03% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,795 $218K <0.01% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,786 $217K 0.02% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,779 $216K 0.06% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,769 $215K 0.05% +11 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 1,745 $212K 0.06% 0 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 1,744 $212K 0.1% +12 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,741 $211K 0.01% -177 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,733 $210K <0.01% -330 13F-HR Timeline Group Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 1,579 $207K 0.06% 0 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 1,704 $207K 0.11% 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,695 $206K 0.02% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,706 $204K 0.03% +528 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 1,681 $204K 0.09% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,669 $202K 0.01% new 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 1,669 $202K 0.03% new 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 1,662 $202K 0.09% 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 1,586 $202K 0.03% new 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 1,652 $200K 0.07% -213 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,650 $200K 0.14% 0 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 1,649 $200K 0.04% new 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 1,636 $198K 0.56% +136 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,617 $196K 0.12% +106 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 1,614 $196K 0.17% 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,612 $196K <0.01% -747 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,607 $195K 0.01% +251 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,590 $193K 0.01% +486 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,562 $190K 0.1% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,548 $188K 0.02% +9 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,443 $175K <0.01% -11 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,375 $167K 0.01% +4 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,356 $164K 0.02% 0 13F-HR Timeline Group City State Bank More: the full row for City State Bank 1,302 $158K 0.06% +135 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,300 $158K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,283 $156K 0.01% +155 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 1,224 $150K 0.08% new 13F-HR/A Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 1,222 $148K 0.08% +230 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1,215 $147K 0.06% -317 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,211 $147K 0.03% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,168 $142K 0.02% +71 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,165 $141K 0.02% -5 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,150 $140K 0.03% 0 13F-HR Timeline Group MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,126 $137K 0.04% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,106 $134K 0.02% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1,106 $134K 0.02% +23 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 956 $125K 0.02% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,018 $124K <0.01% +17 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 958 $116K 0.01% -19 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 910 $110K 0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 908 $110K 0.01% -43 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 899 $109K 0.04% 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 857 $104K 0.08% +9 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 833 $101K 0.04% 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 796 $96.6K <0.01% -184 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 777 $94.3K 0.01% +31 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 764 $92.7K 0.04% +19 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 750 $91K 0.08% 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 743 $90.1K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 706 $85.6K 0.01% +1 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 700 $84.9K 0.04% +55 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 653 $79.2K <0.01% -229 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 625 $75.8K 0.01% -280 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 600 $72.8K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 596 $72.3K 0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 596 $72.3K 0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 582 $70.6K 0.02% 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 570 $69.1K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 569 $69K <0.01% -11 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 568 $69K 0.01% -103 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 550 $66.7K 0.03% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 500 $60.7K 0.02% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 493 $59.8K 0.02% +154 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 487 $59.1K 0.02% +4 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 485 $58.8K <0.01% +282 13F-HR Timeline Group Davis Capital Management More: the full row for Davis Capital Management 464 $56.3K 0.05% -24 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 461 $55.9K 0.01% new 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 449 $54.5K 0.05% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 442 $53.7K 0.01% +2 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 396 $48K 0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 392 $47.5K 0.02% +6 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 370 $44.9K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 356 $43.2K 0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 356 $43.2K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 345 $41.9K 0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 333 $40.4K 0.01% +3 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 326 $39.5K 0.04% 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 314 $38K 0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 310 $37.7K 0.01% -24 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 310 $37.6K 0.03% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 290 $35.2K 0.01% -250 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 261 $31.6K 0.02% +2 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 256 $31K 0.03% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 240 $29K <0.01% -17 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 239 $29K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 225 $28.8K 0.01% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 236 $28.6K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 230 $27.9K 0.01% +122 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 212 $25.7K <0.01% +4 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 210 $25.5K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 203 $24.6K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 200 $24.3K 0.01% +3 13F-HR Timeline