Able Wealth Management LLC More: the full row for Able Wealth Management LLC 1,213 $235K 0.14% +60 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 1,211 $235K 0.03% 0 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 1,208 $234K 0.01% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,207 $234K 0.04% +31 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,205 $234K 0.07% 0 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 1,204 $234K 0.12% 0 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 1,203 $233K 0.13% +6 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,202 $233K 0.05% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,200 $233K 0.02% +900 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,196 $232K +60 Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,205 $231K 0.18% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 1,195 $231K 0.1% -2 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 1,190 $231K 0.06% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,190 $231K 0.03% 0 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 1,187 $230K 0.05% 0 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 1,185 $230K 0.17% -20 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 1,185 $230K 0.05% 0 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 1,183 $229K 0.06% -383 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 1,183 $229K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,222 $229K 0.1% +145 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,175 $228K 0.03% +6 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,232 $228K 0.04% +134 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 1,172 $227K 0.08% +5 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,172 $227K 0.13% -79 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 1,168 $227K 0.03% 0 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 1,170 $227K 0.18% +13 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 1,169 $227K 0.06% 0 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,169 $227K 0.09% 0 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 1,165 $226K 0.06% +4 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,162 $225K 0.06% -166 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 1,161 $225K <0.01% 0 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 1,159 $225K 0.1% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,157 $224K 0.03% new 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,156 $224K 0.01% -239 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 1,153 $224K 0.13% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,151 $223K 0.03% +1 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,150 $223K 0.01% -73 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 1,150 $223K 0.04% 0 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 1,148 $223K 0.06% 0 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,143 $222K 0.07% -147 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,141 $221K 0.14% -166 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,140 $221K 0.13% -55 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 1,138 $221K 0.15% -3,540 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,137 $221K 0.02% -162 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,129 $219K 0.07% -695 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 1,127 $219K 0.27% +2 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 1,126 $218K 0.08% new 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 1,122 $218K 0.05% -1,587 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 1,118 $217K 0.07% new 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 1,117 $217K 0.11% new 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 1,113 $216K 0.17% +2 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 1,111 $216K 0.02% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,103 $214K 0.05% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,100 $213K 0.02% new 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 1,100 $213K 0.14% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,095 $212K 0.02% 0 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 1,177 $212K 0.11% +5 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,093 $212K 0.07% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,094 $212K 0.01% new 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 1,090 $211K 0.04% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,088 $211K 0.03% +41 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 1,085 $210K 0.24% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,083 $210K 0.12% 0 13F-HR Timeline Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 1,081 $210K 2.16% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,077 $209K 0.03% -20 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,073 $208K <0.01% -881 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,067 $207K 0.03% 0 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 1,067 $207K 0.09% new 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 1,060 $206K 0.02% 0 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 1,059 $205K 0.1% 0 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 1,058 $205K 0.1% +31 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,054 $204K 0.01% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,053 $204K 0.01% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,050 $204K 0.02% +61 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,050 $204K <0.01% 0 13F-HR Timeline US FINANCIAL ADVISORS, LLC More: the full row for US FINANCIAL ADVISORS, LLC 1,049 $203K 0.06% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,049 $203K 0.04% -35 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 1,043 $202K 0.07% 0 13F-HR/A Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 1,041 $202K 0.1% 0 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 1,040 $202K 0.09% +5 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,040 $202K 0.01% -21 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 1,039 $202K 0.14% 0 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 1,036 $201K 0.15% +136 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 1,012 $200K 0.04% new 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 1,033 $200K 0.04% 0 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 1,033 $200K 0.04% -21 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,030 $200K 0.04% -3 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 1,013 $197K 0.19% 0 13F-HR/A Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,006 $195K 0.14% 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,000 $194K 0.09% 0 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 990 $192K 0.05% -24 13F-HR/A Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 972 $189K 0.03% +279 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 959 $186K 0.17% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 952 $185K 0.01% -120 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 934 $181K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PSI Advisors, LLC More: the full row for PSI Advisors, LLC 920 $178K 0.06% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 880 $171K 0.03% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 861 $167K 0.02% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 860 $167K 0.08% 0 13F-HR Timeline Group Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 833 $162K 0.01% 0 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 831 $161K 0.05% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 850 $158K 0.04% +690 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 798 $155K 0.11% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 786 $152K 0.06% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 758 $147K 0.1% +4 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 771 $141K 0.14% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 744 $140K 0.06% new 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 721 $140K 0.06% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 717 $139K 0.02% -345 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 714 $139K 0.01% +25 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 707 $137K 0.06% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 705 $137K 0.06% -698 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 695 $135K 0.04% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 674 $131K 0.01% -1,948 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 653 $127K 0.01% -3,789 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 652 $127K 0.06% +3 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 630 $122K 0.07% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 627 $122K 0.04% +3 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 624 $121K 0.03% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 605 $117K 0.04% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 598 $116K 0.03% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 593 $115K 0.01% -3 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 590 $114K 0.01% -68 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 586 $114K 0.02% -280 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 571 $111K <0.01% 0 13F-HR Timeline Group Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 557 $108K 0.02% 13F-HR Timeline Group Fairway Wealth LLC More: the full row for Fairway Wealth LLC 540 $105K 0.04% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 537 $104K 0.02% -12 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 534 $104K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 525 $102K 0.04% +425 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 520 $101K 0.02% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 520 $101K 0.05% -112 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 519 $101K <0.01% +460 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 517 $100K 0.06% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 492 $95.4K 0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 473 $91.8K 0.06% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 456 $88.6K 0.02% +2 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 450 $87.3K 0.02% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 446 $86.5K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 442 $85.8K 0.01% +362 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 455 $83K 0.04% -6 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 414 $80.2K 0.02% +390 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 414 $80.2K 0.06% +43 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 410 $79.5K 0.02% 0 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 400 $77.6K 0.03% new 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 400 $77.6K 0.08% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 393 $76.3K 0.03% -242 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 392 $76K 0.03% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 350 $67.9K 0.04% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 348 $67.5K 0.02% -203 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 338 $66.2K 0.05% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 340 $65.9K 0.03% +1 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 336 $65.2K <0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 335 $65K 0.02% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 328 $63.6K 0.03% +70 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 320 $62.1K 0.02% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 318 $61.7K 0.07% new 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 314 $60.9K 0.03% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 313 $60.7K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 309 $59.9K 0.01% -32 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 300 $58.3K 0.03% +31 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 294 $57.1K 0.04% +226 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 294 $56.9K 0.01% -27 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 293 $56.8K 0.03% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 288 $55K 0.04% 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 280 $54.3K 0.02% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 280 $54.3K 0.05% +1 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 274 $53.2K 0.02% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 267 $51.7K 0.04% +2 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 262 $50.8K 0.02% +1 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 261 $50.6K 0.01% 0 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 250 $48.5K 0.04% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 245 $47.5K <0.01% 0 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 244 $47.3K 0.03% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 243 $47.1K 0.02% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 234 $45.3K 0.03% -11 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 232 $45K 0.02% +154 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 231 $44.8K 0.02% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 222 $43.1K 0.03% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 220 $42.7K <0.01% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 219 $42.5K 0.03% 0 13F-HR/A Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 209 $40.5K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 208 $40.4K <0.01% 0 13F-HR/A Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 205 $39.8K 0.02% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 201 $39K 0.02% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 201 $38.9K 0.01% +1 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 199 $38.6K 0.02% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 198 $38.4K 0.01% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 196 $38.1K 0.04% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 196 $38K 0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 192 $37.2K 0.02% 0 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 192 $37.2K 0.01% 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 191 $37.1K 0.02% -240 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 190 $37K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 186 $36.1K 0.04% -5 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 185 $35.8K 0.02% +1 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 178 $34.5K 0.01% new 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 175 $33.9K 0.02% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 175 $33.9K 0.01% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 164 $31.8K 0.02% -349 13F-HR Timeline