HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 2,781 $252K 0.08% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,774 $252K <0.01% -863 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,763 $251K 0.01% +46 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,750 $250K 0.02% -35 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,728 $247K 0.01% -779 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,695 $245K <0.01% new 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 2,686 $244K 0.02% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,680 $243K 0.01% -110 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 2,678 $243K 0.01% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,644 $240K 0.01% +127 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,621 $238K 0.02% +72 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,602 $236K <0.01% -187 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 2,593 $235K 0.02% new 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,551 $231K 0.04% +597 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 2,534 $230K 0.07% +113 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,524 $229K 0.01% +112 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,522 $229K <0.01% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,514 $228K 0.01% -1,558 13F-HR Timeline PARNASSUS INVESTMENTS, LLC More: the full row for PARNASSUS INVESTMENTS, LLC 2,487 $226K <0.01% +170 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,487 $226K 0.01% +275 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,478 $225K 0.01% -2,719 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,496 $224K 0.01% +2,148 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,436 $221K 0.12% +899 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,429 $220K 0.04% new 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,412 $219K 0.01% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,386 $216K 0.01% -3,657 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,385 $214K 0.01% -27 13F-HR/A Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,349 $213K <0.01% +72 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 2,319 $210K <0.01% +74 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,302 $209K 0.05% -1,427 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 2,301 $209K 0.02% -1,685 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,258 $205K <0.01% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,247 $204K 0.06% +76 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,244 $204K 0.01% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,225 $202K <0.01% 0 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 2,207 $200K 0.03% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,289 $200K <0.01% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,168 $197K <0.01% +181 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,062 $187K <0.01% +29 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,053 $186K <0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,971 $178K <0.01% +22 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,896 $172K <0.01% -247 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,845 $167K 0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,800 $163K 0.01% -87 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,676 $152K 0.01% +431 13F-HR Timeline Group Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 1,665 $151K 0.06% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,597 $145K 0.18% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 1,582 $144K 0.12% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,565 $142K <0.01% +119 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,555 $141K 0.02% +971 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,522 $138K <0.01% +10 13F-HR/A Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1,487 $135K 0.06% -508 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,401 $127K 0.03% +977 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 1,290 $117K <0.01% 0 13F-HR Timeline Group Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,259 $114K 0.06% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,190 $108K <0.01% -13 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,105 $100K <0.01% +136 13F-HR Timeline BSN CAPITAL PARTNERS Ltd in group BSN CAPITAL PARTNERS Ltd More: the full row for BSN CAPITAL PARTNERS Ltd 1,059 $100K 0.01% 0 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,041 $94.5K <0.01% +700 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 999 $90.6K 0.06% +38 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 952 $86.4K 0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 860 $80K 0.05% -206 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 877 $79.6K <0.01% -293 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 871 $79K 0.05% +445 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 860 $78K <0.01% -154 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 850 $77.1K <0.01% +20 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 830 $75.3K 0.01% +168 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 810 $73.4K 0.01% -6 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 707 $64.1K <0.01% +84 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CVA Family Office, LLC More: the full row for CVA Family Office, LLC 654 $59.3K 0.01% -143 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 641 $58.2K 0.02% +390 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 638 $57.9K 0.04% +493 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 618 $56.1K 0.02% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 617 $55K 0.01% -8 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 594 $53.9K <0.01% new 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 59,010 $53.5K 0.94% +17,904 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 550 $49.9K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 544 $49.4K 0.03% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 510 $46.3K <0.01% +417 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 510 $46.3K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 435 $39.5K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 418 $37.9K 0.02% +162 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 412 $37.4K <0.01% 0 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 412 $37.4K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 411 $37.3K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 408 $37K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 402 $36.5K 0.01% -13 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 400 $36.3K 0.02% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 396 $35.8K 0.02% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 392 $35.6K <0.01% +7 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 384 $33.3K 0.01% +311 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 352 $31.9K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 313 $28.4K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 308 $27.9K 0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 307 $27.9K <0.01% -514 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 306 $27.8K 0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 301 $27.3K <0.01% -194 13F-HR Timeline City State Bank More: the full row for City State Bank 300 $27.2K 0.01% -100 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 299 $27.1K <0.01% -46 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 296 $26.9K 0.01% +238 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 283 $25.7K <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 280 $25.4K <0.01% -2 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 274 $24.9K 0.02% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 273 $24.8K <0.01% +48 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 273 $24.8K 0.02% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 264 $24K <0.01% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 261 $23.7K 0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 259 $23.5K 0.01% +19 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 253 $23K 0.01% +43 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 247 $22.4K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 222 $20.1K <0.01% -1 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 222 $20K <0.01% +13 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 215 $19.5K <0.01% +139 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 207 $18.8K <0.01% +17 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 200 $18.1K <0.01% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 191 $17.3K <0.01% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 191 $17.3K +64 Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 187 $16.9K <0.01% -282 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 162 $14.6K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 156 $14.2K <0.01% -11 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 155 $14.1K 0.06% -63 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 141 $12.8K <0.01% +75 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 140 $12.7K <0.01% +107 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 137 $12.4K <0.01% -93 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 137 $12.4K <0.01% +108 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 131 $11.9K 0.01% +19 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 129 $11.7K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 125 $11.3K 0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 124 $11.3K <0.01% -5 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 125 $11K <0.01% +9 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 121 $11K <0.01% -209 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 119 $10.8K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 113 $10.3K <0.01% -570 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 112 $10.2K <0.01% -37 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 110 $9.98K <0.01% +33 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 110 $9.98K <0.01% +81 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 104 $9.44K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 103 $9.35K <0.01% +24 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 103 $9.35K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 102 $9.26K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 100 $9.07K <0.01% +6 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 99 $8.98K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 97 $8.8K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 94 $8.53K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 91 $8.28K <0.01% +9 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 91 $8.26K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 89 $8.07K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 93 $8K <0.01% +21 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 84 $7.62K <0.01% -30 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 83 $7.53K <0.01% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 80 $7.26K <0.01% -1 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 80 $7.26K <0.01% +26 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 79 $7.25K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 71 $6.44K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 69 $6.26K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 62 $6K <0.01% -570 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 66 $5.99K <0.01% -233 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 65 $5.9K <0.01% +26 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 63 $5.72K <0.01% +1 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 $5.72K <0.01% 0 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 60 $5.44K <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 55 $4.99K <0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 55 $4.99K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 54 $4.9K <0.01% -25 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 52 $4.72K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 51 $4.67K <0.01% +1 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 50 $4.54K <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 46 $4.17K <0.01% +27 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 44 $3.99K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 41 $3.75K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 40 $3.63K <0.01% +7 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 39 $3.54K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 37 $3.32K <0.01% +14 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 36 $3.26K <0.01% -55 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 34 $3.08K <0.01% -104 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 33 $2.99K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 27 $2.45K <0.01% -32 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 27 $2.45K <0.01% +8 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 26 $2.36K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 26 $2.36K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 26 $2.36K <0.01% +20 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 26 $2.36K <0.01% +10 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 25 $2.29K <0.01% -1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 25 $2.27K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 25 $2.27K <0.01% -481 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 23 $2.09K <0.01% -52 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 23 $2.09K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 23 $2.09K <0.01% +4 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 22 $2K <0.01% -8 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 21 $1.91K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 21 $1.91K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 20 $1.81K <0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 19 $1.72K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 19 $1.72K <0.01% 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 18 $1.63K <0.01% +12 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 17 $1.54K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 16 $1.45K <0.01% +8 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 16 $1.45K <0.01% -13 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 15 $1.36K <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 15 $1.36K <0.01% 0 13F-HR Timeline