Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 941 $256K 0.02% -10 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 939 $256K 0.08% +1 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 939 $256K 0.01% -46 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 935 $255K 0.02% 0 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 933 $254K 0.18% -10 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 932 $254K 0.06% 0 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 926 $252K 0.12% +4 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 925 $252K 0.02% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 923 $251K <0.01% -579 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 918 $250K 0.02% -296 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 915 $249K 0.12% +50 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 912 $249K 0.05% +2 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 913 $249K 0.03% +1 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 913 $249K <0.01% -48 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 911 $248K 0.11% +171 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 911 $248K 0.04% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 909 $248K 0.01% -1,341 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 905 $246K 0.02% -52 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 903 $246K 0.11% +3 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 903 $246K 0.01% 0 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 897 $244K 0.1% +3 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 896 $244K 0.01% +122 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 916 $244K 0.01% +365 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 895 $244K 0.08% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 894 $243K 0.01% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 894 $243K 0.02% new 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 881 $242K 0.24% +2 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 879 $239K 0.01% +40 13F-HR/A Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 876 $239K 0.07% 0 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 874 $238K 0.1% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 871 $237K 0.02% -67 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 868 $236K 0.03% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 866 $236K 0.01% -195 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 862 $235K 0.35% -3,853 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 861 $234K 0.15% -15 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 854 $232K 0.07% -261 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 864 $232K 0.19% -5 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 850 $231K 0.02% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 850 $231K <0.01% +58 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 847 $231K 0.13% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 844 $230K 0.02% 0 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 842 $229K <0.01% new 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 840 $229K 0.02% -8,740 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 840 $229K <0.01% +101 13F-HR Timeline Group Columbia Asset Management More: the full row for Columbia Asset Management 840 $229K 0.04% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 837 $228K 0.02% -34 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 835 $228K 0.01% -217 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 833 $227K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 832 $227K 0.12% +699 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 827 $225K 0.02% +519 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 826 $225K 0.05% +3 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 826 $225K 0.02% -4 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 818 $223K 0.14% 0 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 817 $222K 0.09% +3 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 816 $222K 0.04% -224 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 815 $222K 0.11% +21 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 815 $222K <0.01% -229 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 815 $222K 0.04% +3 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 814 $222K 0.1% -148 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 810 $221K 0.14% -384 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 808 $220K 0.02% -50 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 808 $220K 0.03% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 802 $218K 0.04% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 800 $218K 0.02% 0 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 800 $218K 0.12% 0 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 800 $218K 0.09% +1 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 798 $217K 0.01% new 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 798 $217K 0.05% -302 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 795 $216K 0.04% new 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 790 $215K 0.06% 0 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 745 $215K 0.15% -10 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 788 $215K <0.01% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 777 $212K 0.01% -4,980 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 774 $211K 0.07% 0 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 775 $210K 0.04% 0 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 765 $208K 0.03% 0 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 760 $207K 0.13% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 760 $207K 0.03% -46 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 759 $207K 0.06% -3 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 758 $206K 0.01% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 757 $206K 0.01% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 750 $204K 0.02% 0 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 750 $204K 0.12% 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 748 $204K 0.02% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 746 $203K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 745 $203K 0.03% +20 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 740 $202K 0.02% 0 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 735 $200K 0.03% -90 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 725 $197K 0.01% -40 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 710 $193K 0.15% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 702 $191K 0.03% -34 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 646 $176K 0.02% -85 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 606 $166K 0.01% -46 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 603 $164K 0.02% -33 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 600 $163K 0.04% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 586 $160K 0.14% -201 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 577 $157K 0.01% +99 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 572 $156K 0.05% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 570 $155K 0.13% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 564 $154K 0.06% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 549 $150K <0.01% -9 13F-HR Timeline Group Rice Partnership, LLC More: the full row for Rice Partnership, LLC 548 $149K 0.02% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 545 $148K 0.11% 0 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 531 $145K 0.03% 0 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 515 $140K 0.05% -2 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 512 $140K 0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 510 $139K 0.02% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 509 $138K <0.01% +15 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 500 $136K 0.05% 0 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 489 $133K 0.03% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 470 $128K 0.05% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 464 $126K 0.05% +1 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 457 $124K 0.06% -13 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 453 $123K 0.03% +1 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 445 $121K 0.01% new 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 442 $120K 0.12% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 431 $117K 0.02% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 425 $116K 0.04% -10 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 422 $115K <0.01% -16 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 419 $114K 0.02% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 418 $114K 0.06% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 411 $112K 0.01% -9 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 408 $111K 0.08% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 404 $110K 0.03% +85 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 398 $108K 0.07% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 395 $108K 0.01% -125 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 390 $106K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 380 $103K 0.07% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 376 $102K 0.03% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 376 $102K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 373 $102K 0.08% -53 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 348 $94.9K 0.01% +60 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 340 $92.6K 0.02% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 340 $92.6K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 332 $90.4K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 329 $89.6K 0.06% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 327 $89.1K 0.03% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 327 $89.1K 0.01% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 319 $87K 0.04% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 318 $86.6K 0.07% 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 314 $86K 0.01% +5 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 314 $85.6K 0.02% 0 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 311 $84.6K 0.08% +2 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 $84.4K <0.01% 0 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 308 $83.9K 0.01% new 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 300 $81.7K 0.02% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 299 $81.4K 0.07% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 298 $81.2K 0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 297 $80.9K 0.02% -3 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 289 $78.7K 0.02% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 275 $74.9K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 275 $74.9K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 268 $72.9K 0.01% +1 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 260 $70.9K <0.01% 0 13F-HR Timeline Group Founders Capital Management More: the full row for Founders Capital Management 259 $70.5K 0.03% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 257 $70K 0.03% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 251 $68.4K <0.01% -423 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 250 $68.1K 0.02% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 250 $68.1K 0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 248 $67.5K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 238 $65K 0.02% -459 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 238 $64.8K 0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 475 $63.5K 0.04% +295 13F-HR/A Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 232 $63.2K 0.02% +18 13F-HR/A Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 227 $61.8K 0.07% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 225 $61.3K <0.01% +25 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 225 $61.3K 0.02% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 219 $59.7K 0.02% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 240 $59.6K 0.03% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 217 $59.1K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 207 $56.8K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 207 $56.5K <0.01% -10 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 200 $54K 0.03% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 197 $53.6K 0.01% +1 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 193 $52.7K 0.07% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 182 $49.6K 0.05% 0 13F-HR/A Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 180 $49.1K 0.02% -1 13F-HR/A Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 179 $48.8K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 177 $48.2K 0.04% +9 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 175 $47.7K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 169 $46K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 165 $45.4K 0.02% 0 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 160 $43.6K 0.02% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 160 $43.6K <0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 155 $42.1K 0.02% -44,187 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 152 $41.4K <0.01% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 150 $40.9K <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 150 $40.9K 0.03% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 145 $40K 0.01% -47 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 144 $39.2K 0.01% -7 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 142 $38.7K 0.01% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 140 $38.1K <0.01% -182 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 140 $38.1K <0.01% 0 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 131 $36K <0.01% 0 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 130 $35.5K 0.03% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 130 $35.4K <0.01% +14 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 131 $35K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 128 $34.9K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 125 $34K 0.01% -31 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 121 $33K <0.01% 0 13F-HR Timeline