CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,296 $306K <0.01% +383 13F-HR Timeline Group AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,276 $303K 0.13% 0 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 2,274 $303K 0.05% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,268 $302K 0.04% +71 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,263 $302K <0.01% -822 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,260 $301K <0.01% -2,444 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,259 $301K 0.05% -21 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,220 $296K 0.03% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,218 $296K 0.01% -7,471 13F-HR/A Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 2,213 $295K 0.04% +1 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,210 $295K 0.02% 0 13F-HR/A Timeline Group Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 2,200 $293K 0.12% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,192 $292K <0.01% +198 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,189 $292K <0.01% +463 13F-HR/A Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,138 $285K 0.01% 0 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 2,133 $284K 0.02% -21 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,130 $284K <0.01% +422 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,099 $280K 0.01% -2,296 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,081 $277K <0.01% +886 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,076 $277K <0.01% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,072 $276K <0.01% new 13F-HR/A Timeline Group Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 2,070 $276K 0.05% -3,181 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,068 $276K 0.01% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,064 $275K 0.01% -755 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,061 $275K 0.02% -12 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,054 $274K 0.01% -56 13F-HR Timeline Group TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 2,039 $272K 0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,025 $270K 0.02% +11 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,011 $268K 0.04% new 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,000 $267K 0.01% 0 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,000 $267K 0.05% 0 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 2,000 $267K 0.13% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,993 $266K 0.24% +1,193 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,985 $265K 0.01% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,975 $263K 0.01% +489 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,973 $263K 0.16% +36 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 1,971 $263K 0.17% -197 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,968 $262K 0.07% -27 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,968 $262K 0.01% -134 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,959 $261K 0.01% -276 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 2,000 $260K <0.01% 0 13F-HR Timeline Group Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,941 $259K 0.11% -69 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,932 $257K 0.02% +95 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,925 $257K 0.04% -75 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,917 $256K 0.08% +1,773 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,911 $255K 0.04% +182 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,900 $253K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,896 $253K 0.01% +16 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,892 $252K 0.02% +108 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,878 $250K 0.03% -182 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,924 $250K 0.05% +9 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,871 $249K 0.03% -414 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,871 $249K 0.04% 0 13F-HR Timeline Group WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,866 $249K 0.05% new 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 1,863 $248K 0.14% +176 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,863 $248K 0.1% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,862 $248K 0.04% +79 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,861 $248K 0.03% +128 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,852 $247K 0.05% +117 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,847 $246K <0.01% +145 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,840 $245K 0.02% +36 13F-HR Timeline Group JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 1,833 $244K 0.05% +51 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,830 $244K <0.01% +144 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,822 $243K 0.02% -266 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,820 $243K 0.01% -1,562 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 1,806 $241K 0.15% +63 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 1,800 $240K 0.03% 0 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 1,800 $240K 0.04% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,780 $237K 0.01% -1,112 13F-HR Timeline SMH CAPITAL ADVISORS INC More: the full row for SMH CAPITAL ADVISORS INC 1,875 $233K 0.48% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,740 $233K 0.01% -296 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,734 $231K 0.13% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,730 $231K 0.01% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,710 $228K 0.02% +284 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 1,707 $227K 0.08% 0 13F-HR Timeline Spahn Wealth & Retirement LLC More: the full row for Spahn Wealth & Retirement LLC 1,700 $227K 0.13% new 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 1,700 $227K 0.12% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,688 $225K 0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,677 $224K 0.01% +895 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,669 $222K 0.1% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,666 $222K 0.01% new 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 1,663 $222K 0.04% 0 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 1,656 $221K 0.15% new 13F-HR/A Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,651 $220K 0.04% 0 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,642 $219K <0.01% new 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,631 $217K 0.02% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,627 $217K 0.01% +64 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,625 $217K 0.01% +99 13F-HR Timeline Group Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 1,607 $214K 0.06% new 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,607 $214K 0.02% +8 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,586 $211K 0.02% +33 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,570 $209K <0.01% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,569 $209K 0.02% +104 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 1,565 $209K 0.04% 0 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 1,556 $207K 0.06% +48 13F-HR/A Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 1,545 $206K 0.03% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,542 $206K 0.02% -94 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,535 $205K 0.05% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 1,530 $204K 0.02% +4 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,530 $204K 0.11% -220 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,518 $202K 0.02% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,511 $201K <0.01% new 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 1,509 $201K 0.01% -22 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,506 $201K <0.01% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,506 $201K 0.01% +54 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,505 $201K 0.01% -16 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,476 $197K 0.11% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,456 $194K 0.04% 0 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 1,456 $194K <0.01% new 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,390 $185K 0.01% -44 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,357 $181K 0.03% +208 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 1,351 $180K 0.11% +350 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,304 $174K 0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,259 $168K <0.01% 0 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,169 $156K 0.03% +92 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,136 $151K 0.01% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,127 $150K <0.01% -28 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,100 $147K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,090 $145K 0.02% -55 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,128 $141K 0.09% -294 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,057 $141K 0.04% -198 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,012 $135K 0.01% +640 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,000 $133K 0.04% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 994 $132K <0.01% -251 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 980 $131K 0.01% new 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 950 $127K 0.07% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 884 $118K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 878 $117K <0.01% +150 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 855 $114K 0.01% -270 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 831 $111K <0.01% -167 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 822 $110K 0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 815 $109K 0.08% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 801 $107K 0.01% +648 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 800 $107K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 798 $106K <0.01% +74 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 794 $106K 0.03% +490 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 753 $100K 0.01% -33 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 747 $99.5K <0.01% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 726 $96.7K 0.09% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 704 $93.8K <0.01% -55 13F-HR Timeline Group Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 699 $93.2K 0.07% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 674 $89.8K 0.02% +3 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 605 $80.6K <0.01% +347 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Orion Capital Management LLC More: the full row for Orion Capital Management LLC 600 $80K 0.03% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 585 $78K 0.04% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 566 $75.4K 0.01% +82 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 558 $74.4K 0.01% +8 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 550 $73.3K 0.02% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 540 $72K 0.02% +140 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 534 $71.2K 0.12% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 550 $69.2K <0.01% -46 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 551 $68K 0.01% -45 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 482 $64.2K <0.01% +315 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 462 $61.6K 0.04% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 461 $61.4K <0.01% +77 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 460 $61.3K <0.01% 0 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 474 $59.7K 0.01% +211 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 426 $56.8K 0.01% +217 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 423 $56.5K 0.02% +1 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 400 $53.3K 0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 385 $51.3K 0.02% +2 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 372 $49.6K 0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 368 $49K <0.01% 0 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 361 $48.1K <0.01% -41 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 360 $48K <0.01% new 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 352 $46.9K 0.03% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 340 $45.3K +16 Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 346 $45K 0.02% +66 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 314 $41.8K 0.04% +2 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 313 $41.7K <0.01% +17 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 304 $40.5K 0.01% +11 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 300 $40K 0.01% 0 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 293 $39K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 290 $39K 0.02% -8 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 288 $38.3K 0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 280 $37.3K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 273 $36.4K 0.01% +8 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 257 $34.3K 0.02% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 254 $33.9K <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. 237 $31.5K <0.01% +59 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 208 $28K <0.01% +35 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 210 $28K 0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 209 $27.9K 0.02% +35 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 225 $27.7K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 208 $27.7K <0.01% +191 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 202 $26.9K 0.01% +7 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 200 $26.7K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 199 $26.5K <0.01% +99 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 177 $23.6K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 176 $23K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 170 $22.7K <0.01% +31 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 166 $22.1K <0.01% +61 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 165 $22K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 160 $21.3K 0.01% -2 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 165 $21K <0.01% +14 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 154 $20.5K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 147 $19.6K <0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 145 $19.3K 0.01% +68 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 135 $18K <0.01% 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 133 $17.7K 0.01% -38 13F-HR Timeline