Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,010 $258K 0.04% -401 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 2,000 $257K 0.07% 0 13F-HR Timeline Group Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,000 $257K 0.06% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,996 $257K 0.01% -21 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,991 $256K 0.02% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,986 $255K 0.07% 0 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 1,980 $254K 0.11% +8 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,970 $253K <0.01% 0 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 1,966 $253K 0.22% -308 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,965 $253K 0.01% 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 1,929 $248K 0.03% +114 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 1,928 $248K 0.03% +3 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,920 $247K 0.12% -178 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 1,873 $243K 0.16% new 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 1,889 $243K 0.09% 0 13F-HR Timeline Group Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 1,888 $243K 0.11% -38,569 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,884 $242K 0.01% -9 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,864 $240K 0.01% new 13F-HR Timeline Cabot-Wellington, LLC More: the full row for Cabot-Wellington, LLC 1,859 $239K 0.08% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,846 $237K 0.03% +8 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,840 $236K 0.03% new 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 1,834 $236K 0.03% 0 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,823 $234K 0.02% -194 13F-HR/A Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,822 $234K 0.01% 0 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 1,814 $233K 0.1% +9 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 1,810 $233K 0.07% 0 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 1,805 $232K 0.06% +4 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,800 $231K 0.05% +40 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 1,793 $230K 0.19% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,791 $230K 0.15% +82 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,790 $230K 0.09% +840 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 1,788 $230K 0.18% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,764 $229K 0.01% +79 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,780 $229K 0.02% 0 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 1,777 $228K 0.1% -14 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,764 $227K 0.01% 0 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 1,764 $227K 0.02% new 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 1,770 $227K 0.01% 0 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 1,749 $225K 0.25% new 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 1,749 $225K 0.11% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,737 $223K 0.01% new 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,736 $223K 0.07% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,718 $221K 0.02% new 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,714 $220K <0.01% -175 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,693 $218K 0.12% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,685 $217K 0.01% new 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 1,681 $216K 0.07% new 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 1,675 $215K 0.03% new 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 1,674 $215K 0.05% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,633 $210K 0.05% -335 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,620 $208K 0.03% new 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 1,614 $207K 0.16% -619 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 1,608 $207K 0.13% +100 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,602 $206K 0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,600 $206K 0.08% 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 1,597 $205K 0.05% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,578 $203K <0.01% -2,401 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 1,575 $202K 0.19% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,566 $201K 0.07% new 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 1,565 $201K 0.02% new 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 1,559 $200K 0.07% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,543 $198K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,521 $195K <0.01% +294 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,514 $195K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,492 $192K 0.01% +27 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 1,587 $186K 0.1% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,435 $184K 0.04% -75 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,419 $182K 0.15% 0 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 1,400 $180K 0.13% +11 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,388 $178K 0.03% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,390 $178K <0.01% -82 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,360 $175K 0.11% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,340 $172K 0.02% +129 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,275 $164K 0.05% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,275 $164K 0.01% +3 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1,226 $158K 0.06% 0 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 1,205 $155K 0.02% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,199 $154K 0.01% +1,070 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,166 $150K 0.01% +1 13F-HR Timeline Group Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,130 $145K 0.02% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,149 $145K 0.01% -125 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,111 $143K 0.01% +5 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,084 $139K 0.08% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,075 $138K 0.03% +5 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,037 $133K 0.02% 0 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 1,014 $130K 0.05% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,000 $129K <0.01% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 962 $124K 0.01% -2,778 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 952 $122K 0.06% -1,046 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 905 $116K 0.04% +585 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 873 $112K 0.02% -872 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 858 $110K 0.04% -232 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 855 $110K 0.01% +140 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 845 $109K 0.02% +553 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 823 $106K 0.02% +5 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 819 $105K 0.09% +1 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 800 $103K 0.04% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 773 $99.3K 0.01% -40 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 755 $97K 0.04% +96 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 738 $94.9K 0.07% +1 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 733 $94.2K 0.09% -1 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 729 $93.7K 0.01% +69 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 708 $91K 0.07% +166 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 700 $90K 0.06% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 673 $86.5K <0.01% -10 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 662 $85.1K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 658 $84.6K <0.01% +30 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 641 $82.4K 0.02% +526 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 630 $81.1K 0.02% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 616 $79.2K <0.01% +523 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 606 $78.7K 0.02% -38 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 600 $77.1K 0.01% -32 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 592 $76K 0.01% +3 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 576 $74K <0.01% -738 13F-HR Timeline Group Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 551 $70.8K 0.03% +3 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 530 $68.1K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 511 $65.7K 0.02% +17 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 497 $63.9K 0.03% +139 13F-HR/A Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 496 $63.8K 0.02% +9 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 485 $62.3K <0.01% +140 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 481 $61.8K <0.01% -134 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 464 $59.6K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 460 $59K 0.01% 0 13F-HR/A Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 458 $58.9K 0.01% +343 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 437 $56.2K 0.02% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 426 $54.8K <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 425 $54.6K 0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 422 $54.2K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 377 $48.5K 0.02% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 370 $47.6K 0.03% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 365 $46.9K 0.01% +49 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 359 $46.1K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 355 $45.6K 0.02% +1 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 351 $45.1K <0.01% new 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 335 $43.1K 0.03% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 333 $42.8K <0.01% -189 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 327 $42K 0.02% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 323 $41.5K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 307 $39.4K 0.01% -11,478 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 300 $38.6K 0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 300 $38.5K 0.02% -6 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 1,389 $38.2K 0.03% +68 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 281 $36.1K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 284 $36K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 277 $35.6K <0.01% +1 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 275 $35.3K 0.01% -3 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 256 $32.9K <0.01% +44 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 250 $32.1K 0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 246 $31.6K 0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 241 $31K 0.01% new 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 229 $29.4K 0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 223 $28K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 202 $26K <0.01% +69 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 195 $25.1K 0.02% +44 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 189 $24.3K <0.01% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 186 $23.9K 0.01% +13 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 186 $23.8K 0.01% +1 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 176 $22.6K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 173 $22.2K <0.01% +1 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 160 $20.6K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 155 $19.9K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 150 $19.3K <0.01% 0 13F-HR/A Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 142 $18.2K <0.01% new 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 135 $17.4K 0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 127 $16.3K 0.01% -39 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 126 $16.2K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 125 $16.1K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 120 $15.4K 0.01% +1 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 116 $14.9K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 113 $14.5K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 110 $14.1K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 110 $14.1K 0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 110 $14.1K 0.01% +109 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 107 $13.9K 0.01% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 108 $13.9K 0.01% 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 104 $13.3K 0.01% 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 101 $13K <0.01% -16 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 101 $12.9K <0.01% -74 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 100 $12.9K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 99 $12.7K <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 76 $9.77K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 74 $9.51K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 69 $8.87K 0.43% -4 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 66 $8.48K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 55 $7.1K <0.01% 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 54 $6.94K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 51 $6.6K <0.01% -1 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 43 $5.5K <0.01% +27 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 41 $5.27K <0.01% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 40 $5.19K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 40 $5.14K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 39 $5.01K <0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 38 $4.88K <0.01% 0 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 38 $4.87K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 37 $4.78K <0.01% +36 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 33 $4.24K <0.01% -139 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 30 $3.86K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BFSG, LLC More: the full row for BFSG, LLC 28 $3.6K <0.01% 0 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 26 $3.34K <0.01% -3 13F-HR/A Timeline Group Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 20 $2.57K <0.01% 0 13F-HR Timeline