Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 4,950 $250K 0.09% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,942 $250K <0.01% +4,450 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 4,938 $250K 0.23% 0 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 4,935 $250K 0.17% new 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 4,928 $249K 0.21% +15 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 4,925 $249K 0.16% 0 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 4,914 $249K 0.05% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 4,899 $248K 0.02% 0 13F-HR Timeline NI ACQUISITIONS COMPANY, LLC More: the full row for NI ACQUISITIONS COMPANY, LLC 4,877 $247K 0.11% 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 4,808 $243K 0.13% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,792 $242K 0.01% +522 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 4,775 $242K 0.05% -400 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 4,771 $241K 0.05% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,764 $241K 0.03% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 4,743 $240K 0.09% -61 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 4,719 $239K 0.15% +149 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 4,713 $238K 0.31% +78 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4,597 $233K 0.04% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,597 $232K 0.02% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 4,587 $232K 0.03% +716 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 4,544 $230K 0.01% 0 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 4,511 $228K 0.13% +49 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,507 $228K <0.01% new 13F-HR/A Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 4,503 $228K 0.05% 0 13F-HR Timeline Group Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 4,502 $228K 0.12% -3,202 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 4,484 $227K 0.05% new 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 4,467 $226K 0.04% 0 13F-HR Timeline Kachkovsky & Fisher, Inc. More: the full row for Kachkovsky & Fisher, Inc. 4,459 $226K 0.22% 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 4,443 $225K 0.1% -682 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,442 $225K 0.01% +362 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,440 $225K 0.01% +420 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 4,432 $224K 0.03% 0 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 4,430 $224K 0.13% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,428 $224K 0.03% +459 13F-HR Timeline SFM, LLC More: the full row for SFM, LLC 4,426 $224K 0.11% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 4,416 $223K 0.03% -2,016 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 4,413 $223K 0.03% -8,560 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 4,390 $222K 0.19% new 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 4,376 $221K 0.05% new 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 4,374 $221K 0.18% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 4,370 $221K 0.02% new 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 4,351 $220K 0.01% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 4,344 $220K 0.04% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 4,338 $219K 0.1% -331 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 4,314 $218K 0.08% new 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 4,295 $217K 0.14% new 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 4,267 $216K 0.06% -7,287 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 4,268 $214K 0.03% +35 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 4,173 $211K 0.08% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,167 $211K 0.01% new 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 4,164 $211K 0.04% -1,208 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 4,158 $210K 0.12% +34 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 4,142 $210K 0.01% new 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 4,126 $209K 0.06% 0 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 4,120 $208K 0.1% -10,500 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 4,087 $207K 0.03% +11 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 4,084 $206K 0.03% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,144 $206K 0.02% -966 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,071 $206K 0.08% new 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 4,069 $206K 0.11% -2,314 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,014 $203K <0.01% -611 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 4,007 $203K 0.07% new 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 4,000 $202K 0.04% new 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 4,019 $202K 0.05% new 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 3,988 $202K 0.02% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 4,406 $201K 0.02% new 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 3,966 $201K 0.06% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,921 $198K 0.05% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,549 $180K 0.11% 0 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 3,500 $177K 0.14% +1,500 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,463 $175K 0.01% -126 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 3,463 $175K 0.02% +49 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 3,386 $171K 0.11% -2,000 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,284 $166K 0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 2,901 $147K 0.03% -2,133 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,837 $143K 0.08% +127 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 2,830 $143K 0.06% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 2,818 $143K 0.14% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,790 $141K 0.02% -3,222 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 2,743 $139K 0.03% +6 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,648 $134K 0.03% -1,018 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,620 $133K <0.01% +43 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 2,611 $132K 0.08% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 2,566 $130K 0.07% +499 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,555 $129K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,445 $124K 0.01% +21 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 2,333 $118K 0.04% 0 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 2,287 $116K <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,169 $110K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,156 $109K 0.06% +171 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,035 $103K 0.01% 0 13F-HR Timeline BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 2,035 $103K 0.06% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 1,986 $101K 0.08% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,000 $101K 0.04% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,000 $101K 0.02% +603 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,974 $99.8K 0.02% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,894 $96K <0.01% +16 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,825 $92.3K 0.07% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,807 $91.3K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1,672 $84.6K 0.05% +594 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,617 $81.8K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,581 $80K 0.01% +1 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,434 $72.5K 0.01% new 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,421 $71.9K <0.01% +50 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1,407 $71.2K 0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,400 $70.8K <0.01% 0 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,386 $70.1K 0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,379 $69.8K 0.01% +601 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,366 $69.1K <0.01% -2 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 1,352 $68.4K 0.06% +332 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,298 $65.7K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,250 $63.2K 0.01% -3,296 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,232 $62.2K <0.01% +1,187 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,208 $61.1K <0.01% -80 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1,192 $60.3K 0.01% +199 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,175 $59.4K 0.02% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,160 $58.7K 0.03% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,135 $57K 0.01% +10 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,117 $56K <0.01% +323 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,100 $55.6K 0.02% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,083 $54.8K 0.29% +75 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,081 $54.7K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,077 $54.5K <0.01% +402 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,058 $53.5K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 1,054 $53.3K 0.01% +63 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 1,035 $52.4K 0.03% 0 13F-HR Timeline NBH Bank More: the full row for NBH Bank 1,021 $51.6K 0.02% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,008 $51K 0.02% -1,200 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,000 $50.6K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 990 $50.1K <0.01% 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 925 $46.8K 0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 900 $46K 0.03% 0 13F-HR/A Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 895 $45.3K 0.03% -337 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 867 $43.9K 0.01% 0 13F-HR Timeline Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 850 $43K <0.01% new 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 777 $39.1K 0.35% -34 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 750 $37.9K <0.01% new 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 675 $34.1K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 636 $32.2K 0.01% +139 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 623 $31.5K 0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 560 $28.3K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 525 $26.6K 0.01% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 519 $26.3K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 511 $25.8K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 497 $25.1K <0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 500 $24.9K 0.02% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 470 $23.8K 0.01% 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 453 $23K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 452 $22.9K 0.01% -255 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 421 $21.3K 0.01% +4 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 400 $20.2K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 357 $18.1K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 330 $16.7K <0.01% -299 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 323 $16.3K <0.01% -101 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 320 $16.2K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 320 $16.2K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 318 $16.1K <0.01% 0 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 314 $15.9K 0.01% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 308 $15.6K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 304 $15.4K <0.01% +51 13F-HR Timeline Group Networth Advisors, LLC More: the full row for Networth Advisors, LLC 304 $15.4K 0.01% 0 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 295 $14.9K 0.01% +1 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 250 $12.6K 0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 250 $12.6K <0.01% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 230 $11.6K <0.01% 0 13F-HR Timeline Group VIMA LLC More: the full row for VIMA LLC 228 $11.5K 0.01% 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 214 $10.8K <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 187 $9.46K <0.01% -73 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 159 $8.05K 0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 155 $7.84K <0.01% 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 141 $7.12K 0.1% +136 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 140 $7.08K <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 140 $7.08K <0.01% 0 13F-HR/A Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 139 $7.02K <0.01% +1 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 125 $6.32K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 125 $6.32K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 114 $6K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 108 $5.46K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 102 $5.16K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 90 $4.55K <0.01% +15 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 81 $4.12K <0.01% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 74 $3.74K <0.01% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 70 $3.55K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 66 $3.36K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 65 $3.3K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 56 $2.82K <0.01% +3 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 51 $2.56K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 48 $2.43K <0.01% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 37 $1.87K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 23 $1.16K <0.01% -200 13F-HR/A Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 21 $1.06K -28,748 Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 16 $798 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 12 $607 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $51 <0.01% 0 13F-HR Timeline