Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 843 $212K 0.01% -504 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 853 $212K 0.02% -14 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 851 $211K <0.01% -156 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 850 $211K 0.02% 0 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 849 $211K 0.03% +2 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 847 $210K 0.13% 0 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 844 $210K 0.16% -54 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 836 $208K 0.03% +1 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 830 $206K 0.13% -120 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 825 $205K 0.03% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 825 $204K 0.01% -92 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 819 $204K 0.11% new 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 846 $204K 0.12% -1,361 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 819 $203K 0.17% new 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 815 $202K 0.07% +3 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 813 $202K 0.02% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 809 $201K 0.04% -29 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 808 $201K 0.04% 0 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 806 $200K 0.05% +3 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 802 $199K 0.05% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 793 $197K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 778 $193K 0.02% -58 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 764 $190K 0.03% 0 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 731 $182K 0.03% +1 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 716 $177K 0.07% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 712 $177K 0.02% -122 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 709 $176K 0.01% -218 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 674 $167K 0.01% -128 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 629 $156K 0.09% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 622 $150K 0.03% -26 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 600 $149K 0.04% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 574 $143K <0.01% 0 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 564 $140K 0.07% 0 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 548 $136K 0.02% -11 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 530 $132K 0.05% +5 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 529 $131K <0.01% -36 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 510 $127K 0.02% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 510 $127K 0.04% -97 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 509 $126K <0.01% 0 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 500 $124K <0.01% +134 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 489 $121K 0.03% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 485 $121K 0.02% +2 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 473 $117K 0.01% -236 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 470 $117K 0.06% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 470 $117K 0.07% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 467 $116K 0.01% -12 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 465 $115K 0.08% +122 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 465 $115K 0.01% -167 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 435 $108K 0.03% +1 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 421 $105K 0.05% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 417 $104K 0.02% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 417 $103K 0.07% +281 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 426 $103K 0.08% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 410 $102K 0.07% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 402 $100K 0.04% -264 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 398 $98.8K 0.07% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 378 $93.9K 0.03% -50 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 387 $93.5K 0.07% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 376 $93.4K 0.03% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 376 $93.4K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 375 $93.2K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 352 $87.4K 0.04% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 342 $85K 0.01% +1 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 340 $84.4K 0.02% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 335 $83.2K 0.03% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 329 $81.7K 0.07% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 327 $81.2K 0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 325 $81K 0.03% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 325 $80.7K 0.02% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 324 $80K 0.01% -10 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 320 $79.5K <0.01% +44 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 319 $79K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Headlands Technologies LLC More: the full row for Headlands Technologies LLC 318 $79K 0.01% -10 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 316 $78.5K 0.02% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 310 $77K 0.01% -220 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 308 $76.4K 0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 307 $76.2K 0.01% +207 13F-HR/A Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 305 $75.7K 0.03% -113 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 300 $74.5K 0.02% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 300 $74.5K 0.02% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 308 $74.4K 0.04% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 299 $74.3K 0.07% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 298 $74K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 289 $71K 0.01% +29 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 284 $70.6K 0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 281 $69.8K 0.02% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 275 $68.3K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 275 $68.3K <0.01% -7 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 265 $65.8K 0.04% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 260 $65.1K <0.01% 0 13F-HR Timeline Group Founders Capital Management More: the full row for Founders Capital Management 259 $64.3K 0.04% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 257 $63.8K 0.03% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 251 $62.3K 0.02% +1 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 250 $62.1K 0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 248 $61.6K 0.01% -11 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 240 $59.6K 0.02% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 238 $59.1K 0.01% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 236 $58.6K 0.02% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 234 $58.1K 0.01% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 218 $54.1K 0.01% new 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,375 $54K <0.01% +1,705 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 214 $53.1K 0.02% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 200 $49.7K <0.01% -39 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 197 $49.4K 0.03% +1 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 198 $49.2K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 194 $48.2K 0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 192 $47.7K 0.02% +1 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 185 $45.8K <0.01% +21 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 178 $45K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 175 $43.5K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 169 $42K <0.01% -199 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 167 $41.5K <0.01% 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 167 $41K <0.01% 0 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 160 $39.7K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 156 $38.7K 0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 155 $38K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 153 $38K 0.01% 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 152 $37.9K 0.01% -19 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 152 $37.7K 0.02% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 146 $36.3K 0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 142 $35.3K 0.01% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 140 $34.8K <0.01% 0 13F-HR Timeline Group Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 140 $34.8K 0.01% +8 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 139 $34.5K <0.01% -104 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 132 $32.8K 0.04% 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 132 $32.8K 0.03% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 130 $32.4K 0.03% +1 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 131 $32K 0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 121 $30.1K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 120 $29.8K <0.01% +1 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 117 $29.2K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 117 $29.2K 0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 117 $29.1K <0.01% -789 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 115 $28.6K 0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 114 $28.3K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 115 $28.1K 0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 113 $28.1K 0.02% -131 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 106 $26.3K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 104 $26K <0.01% +8 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 103 $25.6K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 100 $25K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 100 $24.8K 0.01% 0 13F-HR/A Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 100 $24.8K 0.01% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 99 $24.6K 0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 91 $22.6K 0.01% 0 13F-HR Timeline Group Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 83 $20.6K 0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 80 $19.9K <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 78 $19.4K 0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 75 $18.6K <0.01% 0 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 75 $18.6K 0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 75 $18.6K 0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 73 $18.1K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 72 $18.1K <0.01% -147 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 70 $17.4K 0.02% 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 66 $16.4K 0.01% 0 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 64 $15.9K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 62 $15.4K 0.01% -80 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 61 $15.1K <0.01% -108 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 61 $15.1K 0.01% +7 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 60 $15K 0.01% +10 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 60 $14.9K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 59 $14.7K <0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 59 $14.7K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 56 $13.9K 0.01% +28 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 55 $13.7K <0.01% 0 13F-HR/A Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 54 $13.3K <0.01% +1 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 53 $13.2K 0.01% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 50 $12.4K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 50 $11.8K 0.01% -441 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 46 $11.5K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 46 $11.4K <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 45 $11.2K <0.01% +29 13F-HR Timeline Group Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 41 $10.1K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 40 $10K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 40 $9.93K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 40 $9.93K 0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 39 $9.69K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 38 $9.44K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 36 $8.94K <0.01% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 35 $8.69K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 33 $8.19K 0.01% -1 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 30 $7.45K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 29 $7.2K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 27 $6.71K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 26 $6.46K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 25 $6.21K <0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 25 $6.21K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 25 $6.21K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 25 $6.21K <0.01% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 25 $6K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 24 $5.97K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 24 $5.96K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 21 $5.2K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 19 $5.07K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 24 $5K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 20 $4.97K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 20 $4.97K <0.01% +3 13F-HR/A Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 19 $4.72K <0.01% +2 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 18 $4.47K <0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 16 $3.97K <0.01% 0 13F-HR Timeline