RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 1,507 $213K 0.03% -185 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 1,506 $213K 0.05% +11 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 1,500 $212K 0.06% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,489 $210K 0.06% 0 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 1,488 $210K 0.14% +9 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,481 $209K <0.01% 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,480 $209K 0.05% +4 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 1,470 $207K 0.02% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,465 $207K <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,465 $207K 0.01% new 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 1,453 $205K 0.04% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,446 $204K 0.02% new 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 1,396 $204K 0.13% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,443 $203K <0.01% new 13F-HR Timeline Ruane, Cunniff & Goldfarb L.P. More: the full row for Ruane, Cunniff & Goldfarb L.P. 1,426 $201K <0.01% new 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 1,424 $201K 0.05% -61 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,414 $199K 0.03% +11 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,412 $199K 0.01% -80 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 1,406 $198K 0.11% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,388 $196K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,327 $187K 0.01% +342 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,319 $186K 0.01% +42 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,275 $180K 0.05% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,245 $176K 0.02% +140 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 1,240 $175K 0.04% -357 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 173,877 $174K 0.12% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,227 $173K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,206 $170K 0.01% +40 13F-HR Timeline Group Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 1,172 $165K 0.06% -415 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 1,133 $160K 0.15% 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,130 $159K 0.03% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1,098 $155K 0.05% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,094 $154K 0.03% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,091 $154K 0.13% 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,088 $153K 0.08% -272 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,084 $153K 0.07% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,037 $146K 0.02% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 997 $141K 0.01% +83 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 985 $139K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 983 $139K 0.01% +7 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 974 $137K 0.01% +135 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 994 $137K 0.01% -16 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 969 $137K 0.04% +55 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 950 $134K 0.05% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 950 $134K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 873 $123K 0.02% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 849 $120K 0.03% -587 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 818 $115K 0.01% +149 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 816 $115K 0.03% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 773 $109K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 735 $104K 0.01% +3 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 724 $102K 0.09% -1 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 708 $102K <0.01% +47 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 716 $101K 0.08% +6 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 711 $100K 0.02% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 706 $99.6K <0.01% -135 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 679 $95.8K 0.07% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 630 $89K 0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 610 $86K 0.03% -189 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 600 $84.6K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 570 $83.7K 0.01% +466 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 591 $83.4K 0.03% -250 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 589 $83.1K 0.03% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 557 $78.6K 0.03% +4 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 557 $78.6K <0.01% -441 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 551 $77.7K <0.01% -21 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 547 $77.2K 0.02% +220 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 537 $75.7K 0.01% +311 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 506 $71.4K <0.01% +13 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 501 $70.7K 0.01% +218 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 501 $70.6K 0.02% +168 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 496 $70K 0.02% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 2,249 $68.6K 0.04% +702 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 481 $67.8K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 459 $64.8K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 448 $63.2K 0.02% 0 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 437 $61.6K 0.02% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 425 $60K 0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 422 $59.5K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 420 $59.2K <0.01% -72 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 405 $57.2K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 384 $54.2K <0.01% +106 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 377 $53.2K 0.05% 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 377 $53.2K 0.02% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 370 $52.2K 0.03% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 365 $51.5K 0.01% -524 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 359 $50.6K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 355 $50.1K 0.02% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 349 $49.2K 0.04% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 323 $45.6K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 313 $44K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 306 $43.2K <0.01% +25 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 300 $42.3K 0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 292 $41.2K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 284 $40K 0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 283 $39.9K 0.04% +35 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 272 $38.4K 0.01% +96 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 270 $38.1K 0.01% -5 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 256 $36.1K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 250 $35.3K 0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 246 $34.7K 0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 243 $34.4K 0.01% +2 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 233 $33K 0.01% +219 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 218 $30.8K 0.02% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 216 $30K <0.01% +205 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 209 $29.5K 0.02% 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 208 $29.3K 0.01% +11 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 207 $29.2K <0.01% +1 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 198 $27.9K 0.01% 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 197 $27.8K 0.01% -32 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 196 $27.6K <0.01% +121 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 189 $26.7K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 186 $25.7K 0.01% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 181 $25.5K 0.01% new 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 178 $25.1K 0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 174 $24.6K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 170 $24K <0.01% -2,999 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 170 $23.9K <0.01% -155 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 166 $23.4K 0.01% -169 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 160 $22.6K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 155 $21.9K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 155 $21.9K 0.02% 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 150 $21.2K <0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 147 $20.7K 0.02% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 143 $20.2K <0.01% new 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 135 $19K 0.01% 0 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 128 $18K 0.01% 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 121 $17.1K 0.01% +1 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 113 $16K 0.01% -4 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 112 $15.8K 0.46% +38 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 110 $15.7K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 111 $15.7K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 110 $15.5K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 110 $15.5K 0.01% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 108 $15.2K 0.01% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 107 $15K 0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 106 $15K <0.01% +7 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 105 $14.8K 0.01% new 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 105 $14.8K 0.01% +1 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 105 $14.8K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 102 $14.4K 0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 102 $14.4K <0.01% +1 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 100 $14.1K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 96 $13.6K <0.01% +82 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 95 $13.4K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 94 $13.3K 0.01% new 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 88 $12.9K 0.01% 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 87 $12.3K <0.01% -68 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 82 $11.6K 0.01% +16 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 81 $11.4K 0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 76 $10.7K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 75 $10.6K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 74 $10.4K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 72 $10.1K <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 71 $10.1K 0.19% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 69 $9.79K <0.01% +22 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 58 $8.2K <0.01% +9 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 56 $7.88K <0.01% new 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 55 $7.76K <0.01% 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) 54 $7.62K <0.01% +13 13F-HR Timeline Group Davis Capital Management More: the full row for Davis Capital Management 52 $7.3K 0.01% +1 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 51 $7.16K <0.01% +3 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 50 $7.05K 0.03% -4 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 43 $6.22K <0.01% new 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 41 $5.76K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 40 $5.64K <0.01% 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 39 $5.5K <0.01% new 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 38 $5.36K <0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 36 $5.08K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 34 $4.8K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 33 $4.66K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 30 $4.23K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 30 $4.17K <0.01% +1 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 28 $3.95K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 23 $3.21K <0.01% 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 23 $3.12K <0.01% new 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 22 $3.1K <0.01% -4 13F-HR Timeline Group Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 20 $2.82K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 19 $2.75K <0.01% 13F-HR/A Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 18 $2.54K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 17 $2.37K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 17 $2.35K <0.01% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 15 $2.12K <0.01% +14 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 15 $2.12K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 16 $2K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 12 $2K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 14 $2K <0.01% +9 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 13 $1.83K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 9 $1.27K <0.01% 0 13F-HR Timeline Group Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 8 $1.13K <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 7 $987 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5 $749 <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 5 $705 <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 3 $437 <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 2 $282 <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1 $140 <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 0 $13 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.