LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 2,169 $358K 0.02% +115 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 2,165 $358K 0.05% new 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,156 $356K 0.1% +700 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,147 $355K <0.01% +145 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,114 $349K <0.01% +228 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,109 $348K 0.02% -22 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,090 $345K 0.12% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,082 $344K 0.07% 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 2,081 $344K 0.26% 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,068 $342K 0.01% 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 2,060 $340K 0.18% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,046 $338K 0.03% new 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,046 $338K 0.02% +46 13F-HR Timeline Group TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 2,042 $337K 0.05% +22 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 2,040 $337K 0.05% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,035 $336K 0.02% +120 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,036 $336K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,009 $332K 0.03% +1,771 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,000 $330K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,000 $330K 0.02% 0 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,000 $330K 0.07% 0 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 2,000 $330K 0.17% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,988 $328K 0.02% +213 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,985 $328K 0.01% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,981 $327K 0.02% -14,146 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,975 $326K 0.03% +137 13F-HR/A Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,970 $325K 0.1% 0 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 1,924 $325K 0.14% -454 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,965 $325K 0.16% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,962 $324K 0.04% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,937 $320K 0.23% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,935 $320K 0.07% 0 13F-HR/A Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,900 $314K 0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,899 $314K 0.07% +28 13F-HR Timeline Group Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 2,012 $313K 0.02% +563 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,889 $312K <0.01% +168 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,869 $309K 0.04% 0 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 1,843 $307K 0.01% new 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 1,852 $306K 0.01% 13F-HR/A Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,847 $305K 0.15% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,843 $304K 0.01% new 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,834 $303K 0.02% new 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,832 $303K 0.15% 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 1,800 $297K 0.02% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 1,800 $297K 0.04% 0 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 1,782 $294K 0.07% 0 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 1,775 $293K 0.02% +42 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,769 $292K 0.02% +14 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,748 $289K 0.03% new 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 1,743 $288K 0.15% +74 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,743 $288K 0.01% +1,113 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 1,700 $281K 0.04% new 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 1,700 $281K 0.07% -538 13F-HR Timeline Spahn Wealth & Retirement LLC More: the full row for Spahn Wealth & Retirement LLC 1,700 $281K 0.18% 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,700 $281K 0.06% 0 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 1,700 $281K 0.19% 0 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,692 $279K 0.04% +13 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,686 $278K 0.09% +9 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,650 $273K 0.02% +5 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,645 $272K 0.04% -1,390 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 1,645 $272K 0.09% -226 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,645 $272K 0.03% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,641 $271K 0.02% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,634 $270K <0.01% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,632 $270K 0.11% new 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 1,622 $268K 0.02% -3,647 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,619 $267K <0.01% new 13F-HR Timeline Group Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 1,605 $265K 0.17% -50 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 1,600 $264K 0.01% new 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 1,587 $262K 0.16% -39 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,582 $261K 0.01% new 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 1,580 $261K 0.03% -39 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 1,556 $257K 0.01% new 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,647 $255K 0.04% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,541 $255K 0.04% +318 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,529 $253K 0.01% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,523 $252K 0.05% -91 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,513 $250K 0.02% -63 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,512 $250K 0.01% new 13F-HR Timeline Group CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,510 $249K 0.07% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,507 $249K 0.01% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,505 $249K 0.01% new 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 1,500 $248K <0.01% -300 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,500 $248K <0.01% new 13F-HR Timeline Savoie Capital LLC More: the full row for Savoie Capital LLC 1,500 $248K 0.03% new 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,500 $248K 0.35% 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,496 $247K 0.16% -104 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,489 $246K <0.01% new 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,475 $244K <0.01% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,469 $243K 0.03% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 1,450 $239K 0.07% new 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,435 $237K 0.04% new 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 1,434 $237K 0.63% 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,428 $236K 0.02% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,424 $235K 0.02% -157 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 1,396 $231K 0.07% 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,386 $229K 0.01% new 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 1,379 $228K <0.01% -95,056 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,366 $226K <0.01% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,343 $224K 0.02% new 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,357 $224K 0.13% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,357 $224K 0.02% new 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,340 $221K 0.18% 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,339 $221K 0.04% new 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,337 $221K 0.02% -743 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,335 $220K 0.1% new 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 1,330 $220K 0.02% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,323 $219K 0.02% new 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 1,311 $217K 0.09% new 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,311 $217K 0.05% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,310 $216K 0.03% new 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,430 $216K <0.01% 13F-HR/A Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,302 $215K 0.02% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,300 $215K 0.02% 0 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 1,270 $210K 0.04% new 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 1,268 $209K 0.17% new 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 1,266 $209K 0.05% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,264 $209K 0.08% -1,729 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,259 $208K 0.01% 0 13F-HR Timeline Group American Trust More: the full row for American Trust 1,253 $207K 0.02% -913 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 1,250 $206K <0.01% new 13F-HR Timeline Group Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,250 $206K <0.01% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,249 $206K 0.02% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,215 $205K 0.01% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,237 $204K 0.03% new 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,235 $204K 0.11% 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 1,231 $203K 0.04% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,226 $203K 0.01% +3 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,188 $202K 0.01% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,221 $202K 0.05% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,217 $201K 0.03% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,181 $194K <0.01% +1,133 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,100 $182K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,077 $178K 0.03% 0 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 1,071 $177K 0.11% -150 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,019 $168K 0.07% -160 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,018 $168K 0.03% +1,017 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 1,001 $165K 0.13% 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,000 $165K 0.12% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 998 $165K 0.01% -175 13F-HR Timeline Group Granite FO LLC More: the full row for Granite FO LLC 950 $157K 0.09% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 948 $157K <0.01% -2,260 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 919 $155K <0.01% +190 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 853 $141K 0.23% 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 821 $136K <0.01% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 821 $136K <0.01% +514 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 802 $132K <0.01% +136 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 800 $132K 0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 800 $132K 0.12% 0 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 798 $132K 0.05% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 757 $125K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 747 $123K 0.04% -666 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 722 $119K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 698 $115K <0.01% +26 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 695 $115K 0.04% new 13F-HR/A Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 676 $112K 0.06% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 667 $110K 0.03% +2 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 661 $109K 0.09% -146 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 623 $102K <0.01% -5,613 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 600 $99.1K <0.01% +575 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 600 $99.1K 0.04% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 597 $98.6K <0.01% -32 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 554 $91.4K 0.01% +7 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 546 $91.4K 0.02% -46 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 530 $89.5K 0.01% +3 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 541 $89.4K 0.01% new 13F-HR Timeline Group Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 534 $88.2K 0.17% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 501 $82.7K 0.02% +336 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 484 $80.6K 0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 481 $79.4K 0.03% +25 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 460 $76K <0.01% 13F-HR Timeline Group WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 455 $75.1K 0.02% +92 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 454 $75K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 446 $73.7K 0.01% +72 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 417 $68.9K <0.01% -16 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 413 $68.2K 0.06% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 409 $67.5K <0.01% +248 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 400 $66.1K 0.02% +100 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 384 $63.4K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 382 $63.2K 0.03% +1 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 381 $62.9K 0.02% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 370 $61.1K +79 Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 352 $58.1K 0.01% new 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 346 $57.1K 0.01% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 323 $53.3K 0.01% -41 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 311 $51.4K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 310 $51.2K <0.01% 0 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 300 $49.5K <0.01% -16 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 300 $49.5K 0.01% 0 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 288 $47.5K 0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 280 $46.2K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 279 $46.1K <0.01% +228 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HM PAYSON & CO More: the full row for HM PAYSON & CO 271 $44.8K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 269 $44K 0.02% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 263 $43.4K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 259 $42.8K <0.01% -145 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 248 $41.1K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 244 $40.3K <0.01% +40 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 251 $39.1K 0.03% 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 230 $38K <0.01% 0 13F-HR Timeline