Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,476 $268K 0.04% new 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,458 $267K 0.12% +329 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,449 $266K 0.01% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 3,206 $265K 0.07% +122 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,435 $265K 0.03% new 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 3,422 $264K 0.05% new 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 3,416 $263K 0.17% +2 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 3,406 $263K 0.02% 0 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 3,406 $263K 0.19% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,402 $262K 0.03% +4 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 3,397 $262K 0.18% 0 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 3,389 $261K 0.16% new 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 3,393 $261K 0.13% 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,379 $261K <0.01% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 3,378 $260K 0.06% +407 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 3,370 $260K 0.05% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,370 $260K 0.06% new 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 3,354 $259K 0.03% new 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 3,350 $258K 0.09% 0 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 3,347 $258K 0.13% -3 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 3,347 $258K 0.04% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,342 $258K 0.03% +34 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 3,332 $257K 0.19% -855 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 3,331 $257K 0.01% new 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 3,322 $256K 0.04% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,311 $255K 0.1% +290 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,306 $255K 0.04% 0 13F-HR Timeline Stordahl Capital Management, Inc. 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More: the full row for Goelzer Investment Management, Inc. 3,290 $254K 0.01% new 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 3,285 $253K 0.02% new 13F-HR/A Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,270 $252K 0.03% +129 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 3,258 $251K 0.19% new 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 3,257 $251K 0.05% +440 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 3,256 $251K 0.11% -49 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 3,243 $250K 0.01% -3,263 13F-HR Timeline Ellevest, Inc. 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More: the full row for Community Bank, N.A. 2,898 $223K 0.03% -987 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 2,893 $223K 0.09% +3 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,892 $223K 0.09% +1,254 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 2,885 $222K 0.04% -717 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 2,878 $222K 0.06% 0 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 2,862 $221K 0.14% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,851 $220K 0.05% -657 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 2,849 $220K 0.04% +126 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,846 $219K 0.03% new 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 2,837 $219K 0.05% 0 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,837 $219K 0.13% 0 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 2,836 $219K 0.19% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,835 $218K 0.01% +180 13F-HR Timeline Group Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 2,826 $218K 0.05% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 2,819 $217K 0.1% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,825 $217K 0.05% -606 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 2,808 $217K 0.13% new 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 2,792 $215K 0.04% -9 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 2,773 $214K 0.04% -21 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 2,762 $213K 0.05% -603 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 2,760 $213K 0.12% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,757 $213K 0.02% 0 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 2,839 $212K 0.09% new 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,744 $212K 0.05% new 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 2,713 $209K 0.07% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,712 $209K 0.01% +254 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 2,709 $209K 0.11% new 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 2,706 $209K 0.02% -158 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 2,705 $209K 0.08% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,700 $208K 0.02% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 2,699 $208K 0.05% +1 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 2,697 $208K 0.11% new 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 2,678 $207K 0.09% new 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 2,677 $206K 0.04% -2 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 2,673 $206K 0.1% new 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 2,671 $206K 0.04% -104 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,670 $206K 0.11% new 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 2,663 $205K 0.04% new 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 2,659 $205K 0.09% +2 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 2,655 $205K 0.11% +3 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 2,650 $204K 0.19% -100 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 2,643 $204K 0.09% -2,882 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 2,635 $203K 0.05% -650 13F-HR Timeline Group Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 2,631 $203K 0.12% new 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 2,616 $202K 0.08% +1,636 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 2,612 $201K 0.01% new 13F-HR Timeline Group Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 2,600 $200K 0.09% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,586 $199K 0.01% -1,373 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 2,545 $196K 0.04% +1,976 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 2,544 $196K 0.1% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 2,495 $192K 0.07% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,491 $192K 0.02% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,483 $191K 0.1% +1,156 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 2,456 $189K 0.05% -701 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,423 $187K 0.06% +281 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 2,281 $186K 0.15% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,255 $174K 0.09% -175 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,218 $171K 0.01% +717 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2,211 $170K 0.05% +64 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,116 $163K 0.05% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,116 $163K 0.02% +2 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,069 $160K 0.04% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,059 $159K <0.01% new 13F-HR/A Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 2,050 $158K 0.06% +748 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 156,499 $156K 0.05% -68 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,993 $154K 0.08% +382 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,961 $151K 0.04% +2 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,949 $150K <0.01% -31 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,938 $149K 0.09% -9 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,914 $148K 0.02% +6 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,860 $143K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,843 $142K 0.01% 0 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 1,836 $142K 0.04% -2,943 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,764 $136K 0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,749 $135K 0.09% -511 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 1,741 $134K 0.07% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,731 $133K 0.08% -6 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,700 $131K 0.05% +750 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,659 $128K 0.07% +256 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,632 $126K 0.11% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,611 $124K 0.07% +440 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,603 $124K 0.03% +800 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,560 $120K 0.05% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,537 $119K 0.04% -240 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,498 $115K 0.01% -22 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,485 $114K 0.02% -6 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,438 $111K 0.01% +653 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,421 $110K 0.01% +243 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 1,419 $109K 0.09% 13F-HR/A Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,400 $108K 0.04% +109 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,395 $108K 0.01% +118 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 1,350 $104K 0.09% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1,326 $102K 0.07% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,318 $102K 0.01% -353 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,311 $101K 0.02% +1 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,277 $98.5K <0.01% +151 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,251 $96.5K 0.08% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,236 $95.3K 0.01% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,213 $93.5K <0.01% +1,138 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,195 $92.1K 0.03% +54 13F-HR Timeline John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 1,191 $91.9K 0.14% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,183 $91.2K 0.04% +360 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,176 $90K 0.02% 0 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 1,165 $89.8K 0.09% +1 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1,140 $87.9K 0.03% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,138 $87.8K 0.01% -1,438 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 1,115 $86K 0.02% +987 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,094 $84.4K 0.03% +580 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 1,048 $80.8K 0.07% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,037 $79K 0.02% +52 13F-HR Timeline Ramirez Asset Management, Inc. 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