OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 3,028 $280K 0.21% 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 3,020 $279K 0.18% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,056 $274K 0.01% +596 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,952 $273K 0.01% +165 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,940 $272K 0.02% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,937 $271K <0.01% new 13F-HR/A Timeline American Trust More: the full row for American Trust 2,926 $270K 0.02% +1 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 2,907 $268K 0.22% -15 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,889 $267K 0.01% -1,019 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 2,888 $267K 0.03% +164 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 2,876 $266K 0.15% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,862 $264K <0.01% +59 13F-HR Timeline Group HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 2,781 $257K 0.08% -100 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,778 $257K 0.01% -47 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,765 $255K 0.05% 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,750 $254K 0.01% -127 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,745 $254K 0.07% +295 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,705 $250K 0.01% +486 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,684 $248K <0.01% +351 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,682 $248K 0.01% +126 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,672 $247K -17 Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,619 $242K 0.01% new 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 2,602 $240K 0.08% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,607 $240K <0.01% -1,345 13F-HR Timeline Group CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 2,567 $237K 0.24% -2,531 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,557 $236K 0.02% new 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 2,596 $234K 0.02% -2,313 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 2,533 $234K <0.01% -1 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,517 $232K <0.01% +208 13F-HR Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,512 $232K 0.08% 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,496 $231K <0.01% -312 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,491 $230K 0.1% 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,489 $230K 0.02% +147 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,477 $229K 0.06% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,467 $228K 0.02% -20,643 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 2,447 $226K 0.01% +410 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,390 $221K 0.02% +367 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,373 $219K 0.01% +127 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,351 $217K <0.01% -17,532 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,321 $214K 0.01% -93 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,315 $214K 0.01% +129 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,297 $212K 0.01% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,236 $206K 0.02% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,230 $206K <0.01% new 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 2,196 $203K 0.06% new 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 2,196 $203K <0.01% +2,188 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,192 $202K 0.01% -4,983 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,190 $202K <0.01% new 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,183 $202K <0.01% -800 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2,178 $201K 0.11% 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 2,124 $196K 0.01% 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 2,027 $187K 0.01% -2 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 2,043 $182K 0.01% -1,211 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,953 $180K <0.01% +1,004 13F-HR Timeline Group STEPH & CO More: the full row for STEPH & CO 1,918 $177K 0.06% -1,574 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,865 $172K 0.16% -8 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,800 $166K 0.01% -8 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 1,780 $164K 0.08% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,740 $163K 0.01% +340 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,600 $148K 0.09% +214 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,531 $141K <0.01% -883 13F-HR/A Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,456 $134K 0.04% +196 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,385 $128K 0.06% -226 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,320 $122K <0.01% +21 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,307 $121K 0.02% new 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 1,290 $119K <0.01% +175 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,274 $118K 0.01% +157 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,252 $116K 0.01% -664 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,214 $112K 0.14% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,217 $112K 0.01% -367 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,203 $111K 0.01% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,170 $108K 0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,153 $106K <0.01% -31 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,106 $103K 0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,110 $103K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,106 $102K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,078 $99.6K 0.01% +40 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,059 $97.8K 0.1% 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,043 $96.3K <0.01% -43 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,038 $95.9K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,032 $95.3K 0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,037 $95.3K 0.01% +765 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 951 $87.8K <0.01% +61 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 934 $86.3K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 910 $84K <0.01% +291 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 841 $77.7K <0.01% +414 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Leonteq Securities AG More: the full row for Leonteq Securities AG 820 $75.7K 0.01% +142 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 803 $74.2K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 690 $63.7K 0.01% +26 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 680 $62.8K 0.01% +32 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 666 $61.5K 0.01% +415 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 641 $59.2K 0.02% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 626 $57.8K 0.01% new 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 582 $53.7K 0.02% -1,698 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 493 $45.5K <0.01% -96 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 481 $44.8K <0.01% -580 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 484 $44.7K 0.03% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 458 $42.3K 0.01% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 436 $40.3K <0.01% 0 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 435 $40.2K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 429 $39K 0.01% -3 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 412 $38K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 412 $38K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 400 $36.9K <0.01% new 13F-HR Timeline Group Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 400 $36.9K 0.03% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 400 $36.9K 0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 396 $36.6K 0.02% -210 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 388 $35.8K 0.01% +38 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 371 $34.3K <0.01% +31 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 367 $33.9K <0.01% +29 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 363 $33.5K 0.01% -96 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 352 $32.5K 0.01% +17 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 350 $32.4K <0.01% +101 13F-HR Timeline Group Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 327 $30K 0.02% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 313 $28.9K 0.02% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 308 $28.4K 0.02% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 303 $28K <0.01% +5 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 282 $26K <0.01% +21 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 273 $25.2K 0.02% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 268 $24.8K 0.04% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 265 $24.3K 0.02% -133 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 261 $24.1K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 260 $24K 0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 259 $23.9K 0.02% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 234 $21.8K 0.01% 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 214 $19.8K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 212 $19.6K 0.01% +10 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 200 $18.5K 0.01% -1 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 200 $18.5K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 184 $17K 0.01% -22 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 184 $17K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 172 $16K <0.01% -48 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 162 $15.1K <0.01% +137 13F-HR Timeline Group Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 163 $15.1K 0.01% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 162 $15K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 155 $14.3K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 145 $13.3K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 137 $12.7K <0.01% +16 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 131 $12.1K <0.01% -26 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 130 $12K <0.01% +2 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 129 $11.9K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 129 $11.9K <0.01% +8 13F-HR Timeline Group Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 129 $11.9K -2,284 Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 125 $11.5K <0.01% -29 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 119 $11K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 105 $10K <0.01% +29 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 108 $9.97K 0.01% 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 106 $9.79K 0.01% -73 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 104 $9.6K <0.01% -40 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 103 $9.51K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 102 $9.42K <0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 100 $9.23K <0.01% new 13F-HR/A Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 100 $9.23K <0.01% 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 99 $9.14K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 97 $8.96K <0.01% +69 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 94 $8.68K <0.01% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 82 $7.57K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 79 $7.3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 79 $7.22K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 77 $7.11K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 72 $6.67K <0.01% -8 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 69 $6.37K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 67 $6.19K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 66 $6.09K <0.01% -5,911 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 63 $5.89K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 63 $5.89K <0.01% 0 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 62 $5.73K <0.01% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 62 $5.7K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 58 $5.36K <0.01% +13 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 56 $5.17K <0.01% +4 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 58 $5K <0.01% -4 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 51 $4.71K <0.01% -23 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 50 $4.62K <0.01% -1 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 47 $4.34K <0.01% -1 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 45 $4.16K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 45 $4.16K <0.01% -19 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 43 $4.15K <0.01% -6 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 45 $4.14K <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 44 $4.06K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 39 $3.6K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 39 $3.6K <0.01% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 37 $3.42K <0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 34 $3.14K <0.01% -13 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 33 $3.05K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 32 $2.96K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 28 $2.59K <0.01% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 26 $2.4K <0.01% -52 13F-HR/A Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 26 $2.4K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 25 $2.31K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 24 $2.22K <0.01% 0 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 24 $2.22K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 21 $1.94K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 21 $1.94K <0.01% +1 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 19 $1.75K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 19 $1.75K <0.01% 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 16 $1.48K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 16 $1.48K <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 15 $1.39K <0.01% 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 15 $1.39K <0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 14 $1.29K <0.01% new 13F-HR Timeline