tru Independence LLC More: the full row for tru Independence LLC 3,633 $332K 0.08% +13 13F-HR Timeline Planning Project LLC More: the full row for Planning Project LLC 3,583 $328K 0.08% 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 3,579 $327K 0.02% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,559 $325K <0.01% +558 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,485 $319K <0.01% +2,934 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,452 $316K 0.02% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,451 $316K 0.02% +804 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,438 $314K 0.01% -157 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,429 $314K 0.04% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 3,413 $312K 0.04% -352 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,410 $312K <0.01% new 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,397 $311K 0.02% -22 13F-HR Timeline Group Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 3,382 $309K 0.33% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,370 $308K 0.01% +1,161 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 3,354 $307K 0.02% +2 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,348 $306K 0.01% +676 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 3,307 $302K 0.01% new 13F-HR/A Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,256 $298K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,240 $296K 0.03% -119 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,235 $296K 0.01% +146 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 3,203 $293K 0.02% 0 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 3,197 $292K 0.11% -81 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 3,185 $291K 0.11% +5 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 3,176 $290K 0.21% 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 3,175 $290K 0.09% +19 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 3,143 $287K 0.05% 0 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 3,104 $284K 0.13% -547 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,044 $278K <0.01% -10 13F-HR Timeline Group COFG Advisors, LLC More: the full row for COFG Advisors, LLC 2,963 $271K 0.07% 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,949 $270K 0.03% -1 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 2,948 $270K 0.11% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,948 $270K <0.01% new 13F-HR/A Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,908 $265K <0.01% -1 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,850 $261K 0.02% 0 13F-HR Timeline American Trust More: the full row for American Trust 2,839 $260K 0.02% -59,362 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 2,826 $258K 0.08% 0 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 2,814 $257K 0.11% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,772 $254K 0.01% 0 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 2,761 $253K 0.25% 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 2,757 $252K 0.16% -1,993 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 2,761 $252K <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,705 $251K 0.01% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,740 $251K 0.03% 0 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 2,600 $245K 0.11% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2,677 $245K 0.1% +15 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 2,664 $244K 0.2% 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 2,662 $243K 0.01% +14 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 2,660 $243K 0.17% -13,038 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 2,658 $243K 0.09% 0 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 2,653 $243K 0.12% -545 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 2,636 $241K 0.08% +305 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,606 $238K 0.01% +66 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,591 $237K 0.03% 0 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 2,587 $237K 0.05% +25 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,526 $231K <0.01% -372 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,505 $229K <0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,479 $227K 0.04% +11 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,470 $226K <0.01% new 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 2,468 $226K 0.07% -102 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 2,466 $226K 0.16% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,446 $224K <0.01% -412 13F-HR Timeline Group PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 2,442 $223K 0.07% +4 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,441 $223K 0.02% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,384 $220K 0.03% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,397 $219K 0.03% -24 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 2,383 $218K 0.05% 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 2,382 $218K 0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,375 $217K 0.02% -684 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 2,366 $216K 0.16% -41 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,364 $216K 0.03% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,349 $215K 0.06% +57 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 2,329 $213K 0.05% +7 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,316 $212K 0.05% +10 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,298 $210K 0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,249 $206K <0.01% +590 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,230 $204K 0.01% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,177 $202K 0.02% new 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 2,168 $198K 0.06% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,887 $173K 0.05% +11 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,832 $168K <0.01% -4,130 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,676 $153K <0.01% -1 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,648 $151K 0.03% +9 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,600 $146K 0.02% 0 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,556 $142K 0.01% +5 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,500 $137K 0.03% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,340 $123K <0.01% -55 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,329 $122K 0.01% +8 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,325 $121K <0.01% -207 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,182 $108K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,177 $108K <0.01% +5 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,148 $105K 0.05% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,119 $102K <0.01% +228 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 1,023 $94.6K 0.09% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 964 $88.2K <0.01% 0 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 951 $87K 0.03% +78 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 911 $83.3K <0.01% +21 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 897 $82K <0.01% -48 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 809 $74K 0.03% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 764 $70K <0.01% +2 13F-HR/A Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 764 $69.9K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 748 $68.4K 0.03% +4 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 725 $66.3K 0.04% +4 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 697 $63.8K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 652 $59.6K 0.02% +43 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 610 $55.8K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 600 $54.9K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 586 $53.6K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 584 $53.4K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 579 $53K 0.01% +1 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 540 $49.4K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 518 $48.1K <0.01% -261 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 502 $45.9K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 450 $41.2K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 437 $40K <0.01% +218 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 435 $39.8K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 402 $36.9K 0.01% +107 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 389 $35.6K 0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 383 $35K 0.01% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 330 $30.2K 0.01% +18 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 325 $29.7K 0.02% 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 320 $29.2K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 302 $27.6K <0.01% 0 13F-HR Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 300 $27.4K 0.02% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 288 $26.3K 0.02% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 269 $24.6K <0.01% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 250 $22.9K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 250 $22.9K 0.01% -448 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 240 $21.9K <0.01% -28 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 239 $21.9K 0.02% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 237 $21.7K <0.01% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 234 $21.4K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 228 $20.9K 0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 228 $20.8K <0.01% +1 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 211 $19.3K 0.01% +84 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 204 $18.7K <0.01% +1 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 200 $18.3K 0.01% new 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 186 $17K 0.01% +1 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 182 $17K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 177 $16.2K 0.01% -170 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 176 $16.1K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 170 $15.5K <0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 159 $14.5K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 148 $13.6K <0.01% +1 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 146 $13.4K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 133 $12.2K 0.01% 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 131 $12K 0.01% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 124 $11.3K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 119 $10.9K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 112 $10.2K <0.01% 0 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 110 $10K 0.01% 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 109 $9.97K <0.01% 0 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 104 $9.51K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 100 $9.14K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 95 $8.69K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 93 $8.47K <0.01% +1 13F-HR Timeline Group Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 91 $8.32K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 81 $7.41K 0.01% 0 13F-HR/A Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 79 $7.22K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 78 $7.16K <0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 76 $6.97K <0.01% 13F-HR Timeline Timmons Wealth Management, LLC More: the full row for Timmons Wealth Management, LLC 76 $6.95K 0.01% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 73 $6.75K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 72 $6.66K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 62 $5.67K <0.01% 0 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 60 $5.49K 0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 57 $5.21K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 57 $5.17K <0.01% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 51 $4.66K <0.01% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 50 $4.57K <0.01% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 44 $4K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 39 $3.6K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 32 $2.93K <0.01% new 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 31 $2.83K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 25 $2.29K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 23 $2.11K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 23 $2.1K <0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 15 $1.37K <0.01% new 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 11 $1.01K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5 $468 <0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 5 $457 <0.01% 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1 $97 <0.01% 0 13F-HR Timeline