Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 767 $188K <0.01% -154 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 745 $182K 0.05% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 737 $180K 0.01% 0 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 1,345 $170K 0.11% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 681 $167K 0.01% -5 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 656 $160K 0.09% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 653 $160K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 615 $151K 0.07% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 615 $150K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 610 $149K 0.01% -167 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 606 $148K 0.03% +1 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 605 $148K <0.01% -2 13F-HR Timeline Group MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 604 $148K 0.09% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 604 $148K 0.08% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 597 $146K 0.1% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 587 $144K 0.01% 0 13F-HR Timeline Group Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 567 $139K 0.06% +53 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 553 $135K <0.01% -1 13F-HR Timeline Group RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 547 $134K 0.07% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 518 $127K 0.05% -10 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 518 $127K 0.03% -88 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 512 $125K 0.04% +2 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 508 $124K 0.02% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 506 $124K 0.05% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 500 $122K 0.02% -300 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 496 $121K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 490 $120K 0.04% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 490 $120K 0.01% +20 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 484 $118K 0.03% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 476 $117K 0.02% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 476 $117K 0.05% -1,981 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 475 $116K 0.07% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 475 $116K 0.11% -284 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 452 $111K 0.02% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 440 $108K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 430 $105K 0.03% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 411 $101K 0.11% -71 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 412 $100K 0.03% new 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 408 $99.8K 0.02% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 400 $97.9K 0.03% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 399 $97.6K 0.08% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 393 $96.1K 0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 391 $95.7K 0.01% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 386 $94.4K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 373 $91.3K 0.02% +188 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 370 $90.5K 0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 360 $88.1K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 359 $87K 0.06% 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 333 $81.5K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 330 $80.7K 0.02% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 316 $77.4K 0.01% -10 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 307 $75.1K 0.04% -330 13F-HR/A Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 302 $73.9K <0.01% +51 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 299 $73.2K <0.01% -43 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 295 $72.2K 0.02% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 295 $72.2K 0.03% 0 13F-HR/A Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 293 $71.7K 0.03% 0 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 284 $69.5K <0.01% 0 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 277 $67.8K 0.01% 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 275 $67.3K 0.02% -3 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 272 $66.5K 0.02% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 269 $66.2K 0.04% -2 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 252 $65.5K 0.04% -485 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 254 $62.1K 0.02% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 253 $61.9K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 250 $61.2K 0.02% -173 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 249 $60.9K 0.01% 0 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 230 $56.3K 0.02% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 229 $56K 0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 226 $55.3K <0.01% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 225 $55K <0.01% 0 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 224 $54.8K 0.02% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 219 $53.6K 0.01% 0 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 214 $52.3K 0.01% +1 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 212 $52K 0.02% +132 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 210 $51.4K 0.02% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 208 $50.9K <0.01% -5 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 200 $48.9K 0.05% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 195 $47.7K 0.04% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 194 $47.5K 0.03% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 190 $46.5K 0.02% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 185 $45.5K <0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 181 $44.3K 0.02% 0 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 180 $44K 0.06% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 176 $43.1K <0.01% -978 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 173 $42.3K 0.03% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 168 $41.1K 0.01% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 164 $40.1K 0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 158 $40.1K 0.04% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 160 $39.2K 0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 155 $37.9K 0.01% -165 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 151 $36.9K <0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 150 $36.7K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 150 $36.7K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 150 $36.6K 0.01% +1 13F-HR Timeline Group LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 138 $33.8K <0.01% -155 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 138 $33.8K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 136 $33.3K 0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 129 $31.7K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 129 $31.6K <0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 127 $31.1K 0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 122 $29.9K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 118 $28.8K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 110 $28.6K 0.03% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 115 $28.1K <0.01% +60 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 103 $26K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 104 $25.4K <0.01% 0 13F-HR/A Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 101 $24.8K 0.02% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 100 $24.5K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 100 $24.5K 0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 98 $24K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 93 $22.8K <0.01% 0 13F-HR Timeline Group Field & Main Bank More: the full row for Field & Main Bank 90 $22K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 88 $21.5K <0.01% +48 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 87 $21.4K 0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 84 $20.6K 0.01% +54 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 82 $20.1K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 82 $20K <0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 81 $19.8K 0.01% +34 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 75 $18.3K <0.01% -2 13F-HR/A Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 72 $17.6K 0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 60 $14.7K 0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 57 $14K <0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 57 $13.9K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 56 $13.8K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 55 $13.5K <0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 54 $13.2K <0.01% new 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 53 $13K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 50 $12.2K <0.01% +3 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 48 $11.9K <0.01% -336 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 48 $11.7K <0.01% -75 13F-HR/A Timeline Davis Capital Management More: the full row for Davis Capital Management 48 $11.7K 0.01% 0 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 44 $10.8K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 43 $10.5K 0.01% 0 13F-HR Timeline Group Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 37 $9.08K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 37 $9.05K <0.01% -27 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 37 $9.05K 0.04% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 36 $8.81K <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 35 $8.56K <0.01% new 13F-HR Timeline Group MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 34 $8.32K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 31 $7.58K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 28 $6.85K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 28 $6.85K 0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 25 $6.12K <0.01% 0 13F-HR Timeline Group Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 23 $5.63K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 20 $4.89K <0.01% -1,873 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 19 $4.65K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 17 $4.16K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 19 $4K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 15 $3.67K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 14 $3.42K <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 13 $3.18K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 13 $3.18K <0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 10 $2.85K <0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 10 $2.45K <0.01% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 10 $2.45K <0.01% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 10 $2.45K <0.01% new 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 7 $1.67K <0.01% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 6 $1.47K <0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 5 $1.22K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5 $1.22K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 5 $1K <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 4 $979 <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 4 $979 <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 3 $734 <0.01% new 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 2 $492 <0.01% new 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 2 $490 <0.01% new 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1 $245 <0.01% new 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 3 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -22,272 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.