Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 883 $203K 0.13% -107 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 883 $203K 0.03% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 878 $202K 0.02% new 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 877 $202K 0.06% new 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 875 $201K 0.01% new 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 874 $201K 0.03% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 873 $201K 0.02% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 872 $200K 0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 866 $200K 0.1% -41 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 864 $199K 0.04% -56 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 830 $191K 0.05% -21 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 820 $189K 0.08% +132 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 820 $188K 0.02% +7 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 820 $188K 0.03% +793 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 818 $188K <0.01% +114 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 811 $186K 0.04% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 810 $186K 0.08% -169 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 804 $185K 0.01% 0 13F-HR Timeline Group Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 800 $183K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 775 $182K 0.02% +67 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 793 $182K 0.02% +17 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 773 $178K 0.05% +3 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 770 $177K 0.1% 0 13F-HR/A Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 769 $177K 0.09% +2 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 751 $173K <0.01% +2 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 751 $173K 0.05% -50 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 732 $168K 0.01% -70 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 720 $166K 0.03% +7 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 713 $165K 0.01% +48 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 711 $163K 0.01% +211 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 708 $163K 0.12% 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 700 $161K 0.12% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 700 $161K 0.07% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 677 $156K 0.07% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 668 $154K 0.03% +18 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 665 $153K 0.03% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 658 $151K 0.04% -25 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 635 $146K 0.05% -332 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 611 $140K 0.08% new 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 609 $140K 0.08% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 606 $139K 0.03% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 589 $135K 0.05% -187 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 586 $135K 0.09% +15 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 578 $134K 0.05% -29 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 562 $129K 0.08% +90 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 533 $125K 0.17% -137 13F-HR Timeline BAYBAN More: the full row for BAYBAN 533 $122K 0.11% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 520 $119K 0.01% +97 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 515 $118K 0.07% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 514 $118K 0.03% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 513 $118K 0.02% +133 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 506 $116K 0.03% new 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 500 $115K 0.06% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 495 $114K 0.03% +32 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 494 $114K 0.02% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 493 $113K 0.04% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 491 $113K 0.14% +2 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 489 $112K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 485 $111K 0.02% +45 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 470 $108K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Triumph Capital Management More: the full row for Triumph Capital Management 467 $107K 0.02% -56 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 451 $104K 0.1% -177 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 450 $103K 0.02% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 450 $103K <0.01% new 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 441 $101K 0.01% -18 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 439 $101K 0.04% 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 438 $101K 0.02% +2 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 437 $100K 0.01% +6 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 436 $100K 0.02% -88 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 426 $97.8K 0.03% +2 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 425 $97.6K 0.02% +1 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 422 $97K 0.03% -132 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 431 $96.6K 0.04% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 420 $96.5K 0.04% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 419 $96.3K 0.04% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 400 $91.9K 0.02% 0 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 400 $91.9K 0.04% -10 13F-HR Timeline Group 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 400 $91.9K 0.09% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 391 $91.5K 0.01% -60 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 395 $91K 0.01% -4,005 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 394 $90.5K 0.02% +346 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 392 $90.1K 0.01% new 13F-HR/A Timeline Align Financial, LLC More: the full row for Align Financial, LLC 392 $90.1K 0.05% -85,734 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 391 $89.8K 0.04% +35 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 387 $89K 0.06% +15 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 370 $85K 0.03% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 364 $83.6K 0.04% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 375 $83.6K 0.05% 0 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. 359 $82.5K <0.01% 0 13F-HR/A Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 353 $81.1K 0.02% +132 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 352 $80.9K 0.06% +94 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 347 $79.7K 0.03% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 345 $79K 0.06% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 343 $78.8K 0.01% -920 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 343 $78.8K 0.02% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 340 $78.1K 0.05% 0 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 340 $76.5K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quarry LP More: the full row for Quarry LP 332 $76.3K 0.02% +9 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 331 $75.5K 0.06% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 323 $74.2K 0.04% +1 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 322 $74K <0.01% -9 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 317 $72.8K 0.04% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 316 $72.8K 0.01% +77 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 313 $72.2K 0.02% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 312 $71.7K 0.03% -83 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 304 $69.9K <0.01% +100 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 299 $69K <0.01% +1 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 300 $68.9K 0.01% -14 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 300 $68.9K 0.01% -500 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 299 $68.6K 0.01% +30 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 294 $67.6K 0.03% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 291 $67.1K 0.02% -127 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 290 $66.6K 0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 290 $66.6K 0.01% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 290 $66.6K 0.04% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 284 $65.3K 0.03% -6 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 280 $64.3K 0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 276 $63.4K 0.01% +116 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 275 $63.2K 0.03% -45 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 273 $62K 0.01% +16 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 269 $61.8K 0.05% -96 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 266 $59.8K 0.01% +133 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 254 $58.4K 0.02% -10 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 254 $58.3K 0.04% 0 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 248 $56.9K 0.04% new 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 245 $56.3K 0.05% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 240 $55.1K 0.01% +4 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 248 $54.5K 0.02% 0 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 232 $53.4K <0.01% new 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 231 $53.1K 0.03% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 231 $53.1K 0.03% -115 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 229 $52.6K 0.02% -14 13F-HR/A Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 226 $51.9K 0.04% +93 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 219 $50.3K 0.01% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 219 $50.3K 0.01% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 211 $48.5K 0.01% +58 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 211 $48.5K 0.02% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 208 $47.8K 0.01% +81 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 206 $47.4K 0.02% +1 13F-HR Timeline PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 200 $46K 0.15% new 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 200 $46K 0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 200 $46K 0.04% new 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 200 $46K <0.01% -221 13F-HR Timeline Trask Adam Roland More: the full row for Trask Adam Roland 200 $46K 0.04% 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 199 $45.7K <0.01% +1 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 194 $44.9K 0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 194 $44.6K 0.01% +3 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 193 $44.4K 0.02% +73 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 193 $44.3K 0.01% -81 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 191 $43.9K 0.01% +1 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 186 $42.7K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 184 $42.2K <0.01% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 181 $41.6K <0.01% -92 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 180 $41.4K <0.01% +87 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 176 $40.4K 0.06% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 175 $40.2K 0.02% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 168 $38.7K 0.01% new 13F-HR/A Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 166 $38.1K <0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 166 $38.1K 0.02% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 164 $37.7K 0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 159 $36.5K 0.03% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 157 $36.1K 0.01% +44 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 154 $35.4K 0.01% 0 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 151 $35K <0.01% -5 13F-HR Timeline Group Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 152 $35K 0.03% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 152 $34.9K 0.03% -2 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 151 $34.7K 0.03% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 150 $34.5K 0.03% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 137 $32K 0.02% -45 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 139 $31.9K 0.01% +13 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 138 $31.7K <0.01% +7 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 137 $31.5K 0.01% new 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 131 $30.1K 0.01% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 125 $28.7K 0.01% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 123 $28.3K <0.01% -49 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 123 $28.3K 0.03% -9 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 122 $28K <0.01% new 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 124 $28K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 120 $27.6K 0.01% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 119 $27.3K 0.01% +80 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 118 $27.1K <0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 117 $26.9K 0.01% 0 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 117 $26.8K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 116 $26.7K <0.01% -2 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 116 $26.7K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 119 $26.5K <0.01% +41 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 115 $26.4K 0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 114 $26.2K 0.01% -4 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 112 $25.8K 0.02% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 113 $25K 0.01% +3 13F-HR/A Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 107 $24.6K 0.02% -32 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 106 $24.4K 0.02% -28 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 105 $24.1K 0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 106 $23.9K 0.02% +81 13F-HR/A Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 102 $23.4K 0.02% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 100 $23K 0.02% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 100 $23K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 100 $23K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 100 $23K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 100 $23K 0.01% 0 13F-HR Timeline