MLP3, LLC More: the full row for MLP3, LLC 4,396 $221K 0.24% new 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 4,393 $221K 0.06% new 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 4,389 $220K 0.15% new 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 4,389 $220K 0.01% +608 13F-HR Timeline Group AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 4,383 $220K 0.08% new 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 4,382 $220K 0.15% new 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 4,379 $220K 0.17% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 4,377 $220K 0.1% new 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 4,375 $220K 0.03% -1,559 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 4,369 $219K 0.21% -742 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 4,379 $219K 0.1% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 4,354 $219K 0.07% -721 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 4,352 $218K 0.1% new 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 4,340 $218K 0.08% -1,446 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 4,325 $217K 0.12% -2,354 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 4,320 $217K 0.03% new 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 4,315 $217K 0.12% new 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $216K 0.12% new 13F-HR Timeline Amount filed as zero, left out of ratios. Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 4,289 $216K 0.01% -852 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 4,296 $216K 0.19% +6 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 4,295 $216K 0.1% new 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 4,290 $215K 0.01% new 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 4,288 $215K 0.03% new 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 4,284 $215K 0.12% -1,664 13F-HR Timeline O'Domhnaill Enterprises, Inc. More: the full row for O'Domhnaill Enterprises, Inc. 4,280 $215K 0.17% -46,989 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 4,276 $215K 0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 4,273 $215K 0.18% new 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 4,272 $214K 0.04% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 4,259 $214K 0.04% -7,373 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 4,261 $214K 0.05% -3,095 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,260 $214K 0.02% new 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 4,254 $214K 0.13% new 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 4,248 $213K 0.05% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,243 $213K 0.03% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 4,241 $213K 0.04% new 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 4,240 $213K 0.1% new 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 4,234 $213K 0.13% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 4,222 $212K 0.02% new 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 4,546 $212K 0.06% new 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 4,220 $212K 0.06% new 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 4,215 $212K 0.1% new 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 4,211 $211K 0.1% new 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 4,301 $211K 0.13% new 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 4,201 $211K 0.02% new 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 4,199 $211K 0.11% new 13F-HR/A Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 4,199 $211K 0.13% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,186 $210K 0.02% new 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 4,183 $210K 0.04% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,182 $210K 0.06% -32 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 5,153 $210K 0.02% +93 13F-HR Timeline Group Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 4,165 $209K 0.04% new 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 4,165 $209K 0.09% new 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 4,161 $209K 0.13% new 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 4,160 $209K 0.04% new 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 4,138 $208K 0.05% new 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 4,370 $207K 0.07% +16 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 4,118 $207K 0.1% new 13F-HR Timeline NS Partners Ltd More: the full row for NS Partners Ltd 4,115 $207K 0.01% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,112 $206K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 4,105 $206K 0.09% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,100 $206K 0.06% +307 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 4,100 $206K 0.06% new 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 4,100 $206K 0.02% new 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 4,091 $205K 0.07% new 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 4,090 $205K 0.02% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 4,509 $205K 0.09% new 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 4,083 $205K 0.14% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 4,079 $205K 0.01% new 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 4,074 $205K 0.06% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 4,070 $204K 0.04% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,070 $204K 0.1% new 13F-HR Timeline Group Adelphi Trust Co More: the full row for Adelphi Trust Co 4,059 $204K 0.17% new 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 4,048 $203K 0.04% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,047 $203K 0.01% -3,032 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 4,313 $203K 0.12% new 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 4,045 $203K 0.01% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,311 $203K 0.02% new 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 4,042 $203K 0.13% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4,036 $203K 0.02% new 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 4,029 $202K 0.03% -10,385 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 4,013 $201K 0.14% new 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 4,002 $201K 0.04% new 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 4,000 $201K 0.05% new 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 3,989 $200K 0.08% new 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 3,989 $200K <0.01% new 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 3,977 $200K 0.01% +721 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 3,968 $199K 0.05% -100 13F-HR/A Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 3,937 $198K 0.05% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 3,928 $197K <0.01% new 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3,916 $197K 0.11% +101 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 3,894 $195K 0.09% -1,150 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 3,862 $194K 0.03% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,815 $192K 0.04% +386 13F-HR Timeline BAYBAN More: the full row for BAYBAN 3,809 $191K 0.17% +116 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 3,807 $191K 0.05% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 3,800 $191K <0.01% 0 13F-HR Timeline Group Fairway Wealth LLC More: the full row for Fairway Wealth LLC 3,790 $190K 0.05% +389 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 3,783 $190K 0.15% +604 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 12,779 $187K 0.04% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,734 $187K 0.04% +355 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 3,720 $187K 0.05% +7 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3,658 $184K 0.11% +30 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 4,226 $183K 0.08% -132 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3,630 $182K 0.13% +4 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 3,618 $182K 0.13% +52 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 3,589 $180K 0.07% new 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 3,572 $179K 0.05% -6,497 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 3,537 $178K 0.02% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 3,515 $176K 0.07% +280 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,507 $176K 0.01% -500 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 3,451 $173K 0.07% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3,421 $172K 0.01% +250 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 3,372 $169K 0.14% +85 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 3,365 $169K 0.15% -68 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 3,361 $169K 0.15% +1,589 13F-HR/A Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,326 $167K 0.15% +13 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 3,293 $165K 0.09% +16 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 3,246 $163K 0.02% +946 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 3,226 $162K 0.07% +3 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,212 $161K 0.02% -134 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3,195 $160K 0.03% +396 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 3,162 $159K <0.01% +122 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 3,160 $159K 0.05% +111 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,159 $159K 0.01% +102 13F-HR Timeline Security National Bank More: the full row for Security National Bank 3,137 $157K 0.02% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,084 $155K 0.01% -77 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 3,060 $154K 0.07% +1,422 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 3,016 $151K 0.04% +251 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 3,010 $151K 0.04% -716 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,002 $151K 0.02% -265 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,964 $149K 0.03% +1,087 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 2,953 $148K 0.07% -1,011 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 2,953 $148K 0.04% -45 13F-HR/A Timeline NVWM, LLC More: the full row for NVWM, LLC 2,934 $147K 0.03% +128 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,834 $142K 0.02% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 2,818 $141K 0.04% -193 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,812 $141K 0.03% +29 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 2,799 $140K 0.1% +9 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,791 $140K 0.07% +375 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,787 $140K 0.06% -1,281 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,783 $140K 0.02% new 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 2,754 $138K 0.07% +8 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,715 $136K 0.02% +172 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,670 $134K 0.01% +500 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 2,663 $134K 0.09% -355 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,643 $133K 0.02% +283 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,637 $132K 0.08% -137 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 2,599 $130K 0.04% +1,226 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,574 $129K 0.01% -2,642 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 2,509 $126K <0.01% new 13F-HR/A Timeline Group 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 2,458 $123K 0.12% +35 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 2,354 $118K 0.02% -1,553 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 2,746 $116K 0.07% +146 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2,299 $115K 0.03% +113 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,286 $115K 0.14% -81 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 2,269 $114K 0.07% +106 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 2,261 $114K 0.01% new 13F-HR/A Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 2,259 $113K 0.05% +322 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 2,232 $112K 0.09% -2,617 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 2,215 $111K 0.02% +1,602 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 2,212 $111K 0.02% -115 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 2,187 $110K <0.01% -57 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 2,169 $109K 0.03% new 13F-HR/A Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 2,163 $109K 0.06% +4 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 2,157 $108K 0.04% +130 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 2,152 $108K 0.08% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2,136 $107K 0.04% +302 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 2,136 $107K 0.09% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 2,111 $106K 0.02% +781 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,109 $106K 0.02% -118 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 2,044 $103K 0.01% +88 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,046 $101K 0.02% -126 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,011 $101K 0.03% -996 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,005 $101K 0.04% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 2,000 $100K 0.02% -28,557 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 1,998 $100K 0.09% -13 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,997 $100K 0.07% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,977 $99.3K 0.09% +953 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 1,937 $97.3K 0.07% -1,435 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,921 $96.4K 0.06% +73 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,917 $96.2K 0.07% +37 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1,864 $94.1K <0.01% -17,075 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,874 $94.1K 0.02% +677 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,838 $92.3K 0.01% -844 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,835 $92.1K 0.07% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,787 $89.7K 0.03% 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,774 $89.1K 0.01% +114 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,771 $88.9K 0.04% +2 13F-HR/A Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,771 $88.9K 0.02% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,757 $88.2K 0.05% +125 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 1,717 $86.2K 0.05% 0 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 1,701 $85.4K 0.07% 13F-HR/A Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,690 $84.8K 0.03% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 1,662 $83.6K <0.01% +455 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,690 $83.6K 0.04% -479 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,636 $82K 0.06% -904 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,626 $81.6K 0.03% +405 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,591 $79.9K 0.01% +1 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,582 $79.4K 0.01% -80 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,578 $79.2K 0.01% +24 13F-HR Timeline