COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 2,630 $313K 0.11% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2,613 $311K 0.09% new 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,598 $309K 0.01% -670 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,594 $309K 0.01% -102 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 2,591 $309K <0.01% -77 13F-HR Timeline Group Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 2,577 $307K 0.03% new 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 2,561 $305K 0.12% +84 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 2,500 $298K 0.22% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,495 $297K 0.01% -270 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,478 $295K 0.04% -99 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 2,477 $295K 0.14% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,470 $294K 0.01% +102 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 2,467 $294K 0.15% +1 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 2,443 $291K 0.07% +133 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,440 $291K 0.05% +15 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 2,433 $290K 0.09% +95 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,432 $290K 0.03% -3,842 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2,426 $289K 0.04% +134 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 2,400 $286K <0.01% new 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,385 $284K 0.02% 0 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 2,378 $283K 0.01% new 13F-HR/A Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,350 $280K 0.12% -252 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 2,349 $280K 0.12% -197 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,340 $279K 0.03% -1,750 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,330 $278K 0.02% -3 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,322 $277K 0.04% -45 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,270 $270K 0.25% +88 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 2,269 $270K 0.21% +12 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,221 $265K 0.06% +410 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 2,219 $264K 0.1% -61 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,217 $264K 0.04% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,202 $262K 0.03% +227 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 2,201 $262K 0.06% 0 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 2,198 $262K 0.04% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,188 $261K 0.01% +369 13F-HR Timeline Group KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 2,178 $259K 0.28% -18 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,167 $258K 0.01% 0 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 2,170 $258K 0.03% 0 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/ 2,125 $253K <0.01% 0 13F-HR/A Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,120 $253K 0.06% +376 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,102 $250K 0.02% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 2,100 $250K 0.04% 0 13F-HR/A Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 2,098 $250K 0.22% +16 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,079 $248K 0.07% -343 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 2,070 $247K 0.03% +4 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,070 $247K 0.04% -595 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,069 $246K 0.05% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,067 $246K <0.01% -66 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,060 $245K <0.01% -2,409 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 2,056 $245K 0.01% +50 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,032 $242K 0.14% +592 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 2,016 $240K 0.01% -742 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,009 $239K 0.01% -28 13F-HR/A Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,000 $238K 0.05% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,000 $238K 0.01% -7,581 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 1,998 $238K 0.07% +85 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,978 $236K 0.07% -566 13F-HR/A Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,930 $230K 0.02% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,925 $229K 0.06% -97 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,894 $226K 0.01% +50 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,830 $223K 0.01% -24 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,869 $223K 0.02% -69 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 1,867 $222K 0.02% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,856 $221K 0.02% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,847 $220K 0.01% -1,115 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 1,844 $220K 0.05% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,827 $218K <0.01% +215 13F-HR Timeline Group Quartz Partners, LLC More: the full row for Quartz Partners, LLC 1,825 $217K 0.1% +256 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,804 $215K 0.06% +91 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 1,798 $214K 0.11% -94 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 1,800 $214K 0.03% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,795 $214K <0.01% 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 1,788 $213K 0.01% -431 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,755 $209K 0.01% -753 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,750 $208K 0.01% -52 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 1,745 $208K 0.06% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,741 $207K <0.01% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,722 $205K 0.01% -61 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 1,722 $205K 0.02% 0 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,708 $203K 0.02% new 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 1,706 $203K 0.09% +3 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,686 $202K 0.02% new 13F-HR/A Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,688 $201K 0.03% +99 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,655 $197K 0.01% -414 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,592 $190K 0.05% +6 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,595 $190K 0.02% -1,585 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 1,592 $190K <0.01% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,549 $184K 0.01% -30 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,544 $184K 0.02% +2 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,532 $183K 0.01% +135 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,482 $177K 0.01% +572 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,483 $176K 0.05% -134 13F-HR Timeline City State Bank More: the full row for City State Bank 1,332 $159K 0.05% +10 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,314 $156K 0.02% -113 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,302 $155K 0.07% -272 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,300 $155K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,297 $155K <0.01% -1,139 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,168 $139K 0.02% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,150 $137K 0.03% 0 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 1,139 $136K 0.03% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,066 $127K 0.01% +19 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 989 $126K 0.07% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 1,000 $119K 0.05% +200 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 989 $118K 0.02% +29 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 955 $114K 0.02% -96 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 951 $113K <0.01% +711 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 921 $110K <0.01% +1 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 906 $108K 0.04% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 848 $101K 0.01% +100 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 835 $99.5K 0.03% +1 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 832 $99.1K <0.01% +4 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 800 $95.3K <0.01% -2,435 13F-HR Timeline Group Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 750 $89.3K 0.07% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 743 $88.5K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 705 $84K 0.01% -3 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 698 $83.1K <0.01% +1 13F-HR Timeline Group EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 654 $77.9K 0.05% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 653 $77.8K <0.01% -186 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 636 $75.8K <0.01% -41 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 602 $71.7K 0.02% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 600 $71.5K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 572 $68.1K 0.03% -18 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 566 $67.4K 0.02% -5,707 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 559 $66.6K 0.05% -121 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 550 $65.5K 0.02% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 524 $62.4K <0.01% -56 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 501 $59.7K 0.02% -263 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 500 $59.6K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 499 $59.4K 0.02% -2 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 455 $54.2K <0.01% -514 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 449 $53.5K 0.04% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 370 $44.1K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 372 $44K <0.01% 0 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 359 $42.8K 0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 356 $42.4K 0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 356 $42.4K 0.01% -21 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 354 $42.2K 0.01% +9 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 346 $41.2K 0.01% -50 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 342 $40.7K <0.01% +106 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 333 $39.7K 0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 330 $39.3K 0.04% 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 306 $36.5K 0.01% -909 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 301 $36K <0.01% -10 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 298 $35.5K <0.01% +216 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 293 $35K 0.01% +151 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 290 $34.5K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 280 $33.4K 0.01% -65 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 277 $33K <0.01% +103 13F-HR/A Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 270 $32.2K 0.02% -138 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 264 $31.7K 0.02% +2 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 259 $30.8K 0.03% +2 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 242 $28.9K 0.01% +4 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 215 $25.6K <0.01% +2 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 210 $25K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 203 $24.2K 0.01% +1 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 200 $23.8K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 200 $23.8K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 192 $23.6K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 197 $23.5K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 192 $22.9K <0.01% new 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 185 $22.1K 0.01% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 185 $22.1K 0.01% +1 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 183 $21.8K 0.01% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 181 $21.6K <0.01% -101 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 177 $21.1K <0.01% -634 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 168 $20.2K 0.01% +24 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 168 $20K 0.01% -462 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 156 $18.6K 0.02% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 152 $18.2K <0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 152 $18.1K 0.01% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 155 $18K 0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 144 $17.2K <0.01% -345 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 142 $16.9K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 140 $16.7K 0.01% +28 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 131 $15.6K 0.01% +1 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 128 $15.2K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 123 $14.7K <0.01% +1 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 123 $14.6K <0.01% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 122 $14.6K 0.01% +1 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 108 $12.9K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 107 $12.7K 0.01% +24 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 102 $12.2K <0.01% -174 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 100 $12K <0.01% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 100 $11.9K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 100 $11.9K 0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 96 $11K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 92 $10.9K <0.01% +14 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 90 $10.7K <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 86 $10.2K <0.01% +1 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 84 $10K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 80 $9.53K <0.01% 0 13F-HR Timeline Group Main Street Group, LTD More: the full row for Main Street Group, LTD 80 $9.53K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 77 $9.17K 0.01% 0 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 77 $9.17K 0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 75 $8.93K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 75 $8.93K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 73 $8.76K <0.01% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 70 $8.34K <0.01% -35 13F-HR Timeline Group HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 70 $8.32K <0.01% +1 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 68 $8.1K <0.01% 0 13F-HR Timeline