Element Wealth, LLC More: the full row for Element Wealth, LLC 901 $232K 0.1% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 899 $231K 0.04% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 893 $230K 0.01% 0 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 889 $229K 0.11% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 882 $227K 0.06% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 878 $226K 0.01% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 876 $225K 0.08% 0 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 900 $225K 0.01% 0 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 870 $224K 0.08% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 800 $222K 0.01% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 860 $221K 0.08% +1 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 858 $221K 0.14% -22 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 856 $220K 0.08% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 845 $218K 0.12% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 843 $217K 0.01% +40 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 842 $217K 0.01% +1 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 840 $216K 0.19% 0 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 748 $216K 0.03% new 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 837 $215K 0.14% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 836 $215K 0.02% -2 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 833 $214K 0.03% +9 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 832 $214K 0.02% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 826 $213K 0.01% 0 13F-HR/A Timeline October Effect Ltd More: the full row for October Effect Ltd 826 $213K 0.24% -30 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 823 $212K 0.2% -350 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 821 $211K 0.13% -126 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 818 $211K 0.08% +22 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 818 $210K 0.01% +10 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 817 $210K 0.04% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 735 $210K <0.01% +100 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 804 $207K 0.09% -372 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 804 $207K 0.04% +1 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 803 $207K 0.02% +24 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 800 $206K 0.07% 0 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 799 $206K 0.05% 0 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 798 $205K 0.07% +7 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 798 $205K <0.01% 0 13F-HR/A Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 797 $205K <0.01% new 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 795 $205K 0.12% 0 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 794 $204K 0.12% -161 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 793 $204K 0.07% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 791 $204K 0.02% -2 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 716 $203K <0.01% -125 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 787 $203K 0.03% new 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 786 $202K 0.01% new 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 780 $201K 0.17% +40 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 772 $199K <0.01% -62 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 770 $198K 0.06% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 755 $194K 0.01% +165 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 745 $192K 0.04% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 713 $184K 0.01% -213 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 700 $180K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 700 $180K 0.13% -6 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 698 $180K <0.01% -2,887 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 680 $175K 0.01% -12 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 656 $169K 0.06% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 619 $159K 0.15% +122 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 615 $158K 0.06% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 615 $158K 0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 613 $158K 0.05% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 610 $157K 0.02% +2 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 604 $155K 0.06% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 594 $153K 0.07% -7 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 583 $150K 0.03% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 565 $145K 0.05% -229 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 558 $144K 0.05% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 549 $141K 0.05% +2 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 532 $140K 0.07% -65 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 518 $133K 0.03% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 508 $131K 0.02% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 501 $129K 0.03% -192 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 500 $129K 0.01% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 500 $129K 0.01% +350 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 498 $128K 0.05% +11 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 498 $128K <0.01% +25 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 475 $122K 0.06% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 464 $119K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 458 $118K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 441 $115K 0.02% +166 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 443 $114K 0.1% +136 13F-HR/A Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 440 $113K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 435 $112K 0.03% +375 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 427 $110K 0.07% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 412 $106K 0.03% 0 13F-HR/A Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 408 $105K 0.02% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 405 $104K 0.09% -3 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 399 $103K 0.06% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 395 $102K 0.01% +1 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 385 $99.1K 0.05% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 370 $95.2K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 366 $94.2K 0.01% +100 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 362 $93.2K 0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 357 $92.1K -1,642 Timeline Align Financial, LLC More: the full row for Align Financial, LLC 346 $89K 0.05% -96,236 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 338 $86.9K 0.05% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 334 $86K 0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 330 $84.9K 0.02% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 295 $83.9K 0.04% -7 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 305 $78.5K <0.01% +80 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 293 $75.4K 0.02% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 287 $73.9K 0.04% +20 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 $73.1K <0.01% -5 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 283 $72.7K 0.02% +1 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 279 $71.8K 0.02% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 275 $70.8K 0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 269 $70K 0.04% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 269 $69.1K 0.06% +1 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 254 $65.4K 0.02% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 253 $65.1K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 249 $64.1K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 248 $63.9K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 240 $62K 0.02% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 230 $59.1K 0.01% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 220 $56.7K 0.01% -15,810 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 214 $55.1K 0.02% -10 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 211 $54.3K <0.01% +5 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 210 $54K 0.02% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 207 $53.3K 0.02% -1 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 200 $51.5K 0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 200 $51.5K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 200 $51.5K 0.01% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 200 $51.5K 0.04% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 199 $51.2K 0.23% new 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 195 $50.2K 0.03% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 191 $49.2K 0.01% +21 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 185 $48.1K <0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 187 $48.1K 0.04% 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 185 $47.6K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 185 $47.5K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 184 $47.3K <0.01% +11 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 183 $47.1K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Napier Financial, LLC More: the full row for Napier Financial, LLC 180 $46.3K 0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 178 $45.8K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 171 $44K 0.01% +30 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 170 $43.9K 0.01% 0 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 168 $43.2K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 168 $43.2K <0.01% -1,667 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 165 $42.4K 0.03% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 164 $42.2K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 156 $40.1K 0.02% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 151 $38.9K <0.01% -132 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 150 $38.6K 0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 147 $37.8K <0.01% -10 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 138 $35.6K <0.01% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 138 $35.5K 0.01% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 134 $34.5K 0.01% -125 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 129 $33.2K 0.01% new 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 127 $32.7K 0.01% +37 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 123 $31.5K <0.01% +1 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 119 $30.6K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 118 $30.3K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 114 $29.3K 0.01% +81 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 113 $29.1K <0.01% 0 13F-HR Timeline Group Founders Capital Management More: the full row for Founders Capital Management 110 $28.3K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 110 $28.3K <0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 110 $28.3K 0.03% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 106 $27.3K 0.01% -67 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 102 $26.3K 0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 100 $25.7K 0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 100 $25.7K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 97 $25K <0.01% -12 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 95 $24.4K <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 91 $23.4K 0.01% 0 13F-HR Timeline Group TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 90 $23.1K 0.01% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 88 $23K 0.02% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 89 $22.9K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 88 $22.6K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 77 $22K <0.01% +1 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 81 $20.8K 0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 69 $17.8K 0.02% 0 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 68 $17.5K 0.01% -3 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 68 $17.4K <0.01% -13,531 13F-HR/A Timeline Financial Life Planners More: the full row for Financial Life Planners 67 $17.2K 0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 68 $17K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 62 $16K <0.01% -6 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 58 $15K <0.01% 0 13F-HR/A Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 57 $14.7K 0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 56 $14.3K 0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 55 $14.2K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 50 $12.9K <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 50 $12.9K <0.01% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 50 $12.7K 0.01% -28 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 48 $12.5K <0.01% 0 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 48 $12.4K <0.01% -7 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 46 $11.8K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 43 $11.1K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 42 $10.9K 0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 41 $10.6K <0.01% +6 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 39 $10K <0.01% -9 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 38 $9.78K <0.01% +1 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 37 $9.52K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 37 $9.52K <0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 37 $9.52K 0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 35 $9.01K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 35 $9.01K <0.01% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 34 $8.75K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 33 $8.57K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 33 $8.49K <0.01% +6 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 31 $7.98K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 31 $7.98K <0.01% 0 13F-HR Timeline