CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 2,589 $217K 0.03% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,587 $217K 0.07% +12 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 2,584 $216K 0.09% new 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 2,582 $216K 0.16% new 13F-HR/A Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 2,862 $215K 0.15% -3,593 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 2,565 $215K 0.09% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,565 $215K 0.03% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,554 $214K <0.01% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,549 $213K 0.02% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,547 $213K 0.05% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,820 $213K <0.01% -1,820 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,540 $213K 0.01% new 13F-HR/A Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,524 $211K 0.05% new 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 2,520 $211K 0.07% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,520 $211K 0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,517 $211K 0.06% +42 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 2,513 $210K 0.09% new 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 2,500 $209K 0.14% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,495 $209K <0.01% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,480 $208K 0.02% new 13F-HR Timeline Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 2,541 $206K 0.21% -10,469 13F-HR Timeline Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 2,455 $206K 0.07% 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 2,452 $205K 0.09% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,440 $204K 0.01% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,428 $203K 0.03% new 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 2,426 $203K 0.04% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,413 $202K <0.01% new 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 2,412 $202K 0.01% new 13F-HR Timeline FINANCIAL DISCOVERY GROUP INC More: the full row for FINANCIAL DISCOVERY GROUP INC 2,413 $202K 0.43% new 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,408 $202K 0.01% new 13F-HR Timeline Group Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,403 $201K 0.02% new 13F-HR Timeline Group Trust Co of the South More: the full row for Trust Co of the South 2,393 $200K 0.03% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 2,392 $200K 0.12% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,246 $186K 0.02% +140 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 2,143 $178K 0.05% +3 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,048 $172K 0.05% +9 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,014 $169K 0.01% +105 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 2,006 $168K 0.01% +9 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2,006 $168K 0.08% 0 13F-HR Timeline Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 1,980 $166K 0.25% 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,969 $165K <0.01% -38,021 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,948 $163K 0.01% 0 13F-HR/A Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,947 $163K 0.05% -569 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,909 $160K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,905 $160K 0.01% +560 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,791 $150K 0.02% -640 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,777 $149K 0.03% 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,764 $148K 0.02% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,745 $146K 0.77% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,743 $146K 0.04% 0 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 1,666 $140K 0.04% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1,649 $138K 0.05% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,654 $136K 0.05% +73 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,552 $130K 0.04% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,516 $127K 0.04% -25 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,491 $125K 0.04% +1 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 1,480 $124K 0.07% +2 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,473 $123K <0.01% +95 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,435 $120K 0.01% new 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 1,425 $119K 0.09% +6 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 1,422 $119K 0.06% -93 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,402 $117K 0.01% +7 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,379 $115K 0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1,312 $110K 0.04% 0 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 1,300 $109K 0.15% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,284 $108K 0.02% +789 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,260 $106K <0.01% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,253 $105K 0.01% -145 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,252 $105K 0.06% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,248 $105K 0.06% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,246 $104K 0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,230 $103K <0.01% +4 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 1,240 $103K 0.03% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,227 $103K <0.01% -635 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 1,218 $102K 0.09% -5 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,181 $97.7K 0.01% +75 13F-HR Timeline Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 1,146 $96K 0.05% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,112 $93.1K 0.02% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,105 $92.5K 0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,075 $90K <0.01% -1 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 1,068 $89.4K 0.04% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,045 $87.5K 0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 1,044 $87.4K 0.05% 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,034 $86.6K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,000 $83.8K 0.01% 0 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 1,000 $83.8K 0.02% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 955 $80K 0.01% 0 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 951 $79.6K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 948 $79.4K 0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 947 $79.3K 0.02% -20 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 945 $79.1K 0.06% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 936 $78.4K 0.01% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 903 $75.6K 0.07% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 900 $75.4K 0.01% +4 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 894 $74.9K 0.06% +4 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 869 $72.8K <0.01% -183 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 839 $70.3K 0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 837 $70.1K 0.02% new 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 835 $69.9K 0.08% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 814 $68.2K 0.02% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 805 $67.4K 0.02% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 799 $66.1K 0.01% 0 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 762 $63.8K 0.06% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 748 $62.6K 0.04% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 744 $62.3K 0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 743 $62.2K 0.05% -62 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 737 $61.7K 0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 728 $61K 0.05% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 725 $60.7K 0.01% +400 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 708 $59.3K 0.07% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 698 $58.5K 0.02% +20 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 689 $57.7K 0.03% -420 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 693 $57.3K 0.02% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 682 $57.1K <0.01% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 674 $56.4K 0.02% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 671 $56.2K 0.03% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 644 $53.9K 0.04% +3 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 644 $53.8K 0.04% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 639 $53.5K 0.02% +152 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 617 $51.7K 0.02% -24 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 607 $50.8K 0.01% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 604 $50.6K 0.02% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 593 $49.7K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 555 $46.5K 0.02% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 519 $43.5K 0.02% +2 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 513 $43K 0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 500 $42K 0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 500 $41.9K 0.02% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 481 $40.3K 0.01% -2,970 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 478 $40K 0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 467 $39.1K <0.01% -468 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 465 $38.9K <0.01% +340 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 457 $38.3K 0.03% 0 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 442 $37K 0.02% -40 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 435 $36.4K <0.01% 0 13F-HR Timeline Group Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 432 $36.2K <0.01% 0 13F-HR/A Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 419 $35.1K 0.02% new 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 409 $34.2K 0.01% +2 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 405 $33.9K 0.02% -65 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 404 $33.8K <0.01% +170 13F-HR Timeline Group Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 402 $33.7K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 381 $31.9K 0.01% -2 13F-HR Timeline Trust Co More: the full row for Trust Co 371 $31.1K <0.01% 0 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 349 $29.2K <0.01% new 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 331 $27.7K 0.01% new 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 325 $27.2K 0.02% new 13F-HR Timeline Summer Road LLC More: the full row for Summer Road LLC 321 $26.9K 0.02% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CITY HOLDING CO More: the full row for CITY HOLDING CO 300 $25.1K <0.01% -168 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 288 $24.1K 0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 282 $23.6K 0.02% 0 13F-HR/A Timeline Kroeger Financial Partners More: the full row for Kroeger Financial Partners 280 $23.4K 0.02% 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 271 $22.7K <0.01% +1 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 268 $22.4K 0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 263 $22K <0.01% -191 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 257 $21.5K <0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 255 $21.4K 0.01% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 252 $21.1K 0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 251 $21K <0.01% -439 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 250 $20.9K 0.01% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 236 $19.8K <0.01% 0 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 229 $19.4K 0.01% 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 228 $19.1K 0.01% 0 13F-HR Timeline Timmons Wealth Management, LLC More: the full row for Timmons Wealth Management, LLC 224 $18.7K 0.01% -69 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 223 $18.7K 0.01% -1 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 221 $18.5K 0.01% -150 13F-HR Timeline Group RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 216 $18.1K 0.01% 0 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 211 $17.7K 0.01% new 13F-HR/A Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 204 $17.1K 0.01% +1 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 200 $16.8K 0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 200 $16.8K 0.01% new 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 185 $15.5K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 180 $15.1K <0.01% -25 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 178 $15K 0.01% 0 13F-HR/A Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 175 $14.7K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 166 $13.9K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 160 $13.4K <0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 140 $11.7K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 140 $11.7K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 138 $11.5K <0.01% -345 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 137 $11.5K <0.01% 0 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 132 $11K 0.01% +1 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 131 $11K <0.01% new 13F-HR Timeline Group MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 129 $10.8K 0.01% new 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 120 $10.1K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 105 $8.81K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 105 $8.79K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 101 $8.38K <0.01% -1 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 100 $8.38K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 99 $8.28K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 97 $8.12K <0.01% -9 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 93 $7.79K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 92 $7.71K <0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 89 $7.45K <0.01% -56 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 84 $7.11K <0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 76 $6.37K 0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 71 $5.95K <0.01% 0 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 66 $5.53K <0.01% 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 61 $5.11K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 58 $4.86K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 50 $4.19K <0.01% 0 13F-HR Timeline