Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,477 $359K 0.01% -130 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,462 $356K 0.03% +163 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,446 $354K 0.05% +178 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 2,413 $349K 0.01% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,617 $348K 0.01% +135 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,402 $348K 0.01% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,396 $347K 0.02% +186 13F-HR Timeline Group WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 2,388 $346K 0.11% +7 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 2,388 $346K 0.18% +87 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,381 $345K <0.01% +67 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 2,360 $342K <0.01% -4,048 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,356 $341K <0.01% +60 13F-HR Timeline Group Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 2,352 $340K 0.2% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,346 $340K 0.02% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,339 $339K 0.01% -924 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,305 $334K <0.01% +224 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,300 $333K 0.03% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 2,300 $333K 0.11% 0 13F-HR/A Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,276 $329K 0.14% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,270 $329K 0.03% +50 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,270 $329K 0.05% +11 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 2,265 $328K 0.11% new 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 2,264 $328K 0.17% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,256 $327K 0.01% -585 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,244 $325K 0.02% -7,356 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,218 $321K 0.01% 0 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 2,215 $321K 0.05% +2 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,206 $319K 0.02% +73 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,205 $319K 0.01% +141 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,202 $319K 0.01% -865 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,192 $317K 0.01% +54 13F-HR Timeline Group Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 2,349 $316K 0.04% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,175 $315K 0.03% new 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 2,173 $315K 0.18% -6,142 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,173 $315K 0.02% 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 2,153 $312K 0.18% +182 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 2,130 $308K 0.01% +400 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,117 $306K 0.02% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,101 $304K 0.02% +126 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 2,086 $302K <0.01% +444 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,081 $301K <0.01% +251 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,070 $300K 0.02% +45 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,068 $299K 0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 2,065 $299K 0.25% +72 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,061 $298K 0.03% +430 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,057 $298K 0.02% -4 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,052 $297K 0.01% -2 13F-HR Timeline Group BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,034 $294K 0.25% 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,026 $293K 0.04% +164 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,025 $293K 0.01% -4,004 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 2,000 $292K <0.01% 0 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,015 $292K 0.02% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,010 $291K 0.09% +93 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,003 $290K 0.05% +3 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 2,001 $290K 0.05% -273 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,000 $290K 0.01% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,997 $289K 0.18% +24 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,995 $289K 0.01% -887 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,985 $287K 0.01% 0 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 1,962 $284K 0.04% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,958 $283K 0.07% -10 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,953 $283K 0.01% -12,793 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,948 $282K 0.04% +87 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 1,940 $281K 0.32% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,922 $278K 0.02% -10 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,922 $278K 0.06% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,910 $276K 0.05% new 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,891 $274K 0.11% -50 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,891 $274K 0.05% +25 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,884 $273K 0.03% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,876 $272K <0.01% +306 13F-HR Timeline SMH CAPITAL ADVISORS INC More: the full row for SMH CAPITAL ADVISORS INC 1,876 $272K 0.55% +1 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,867 $270K 0.03% -4 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,866 $270K 0.03% -16,303 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 1,865 $270K 0.16% +59 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 2,000 $269K 0.12% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,855 $268K 0.01% +178 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,848 $268K 0.13% +114 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 1,843 $267K 0.27% 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,835 $266K 0.05% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,832 $265K 0.01% +166 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 1,827 $264K <0.01% -1,854 13F-HR Timeline Group Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 1,820 $263K 0.17% 13F-HR Timeline Ares Systematic Credit Ltd More: the full row for Ares Systematic Credit Ltd 3,483 $263K 0.21% 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,808 $262K <0.01% -452 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,800 $261K 0.04% new 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 1,800 $261K 0.04% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,800 $261K 0.01% +1,724 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,799 $260K 0.2% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,796 $260K 0.09% -600 13F-HR Timeline Group CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,796 $260K 0.03% -82 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,790 $259K 0.02% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,784 $258K <0.01% +790 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,765 $256K 0.03% +196 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 1,759 $255K 0.08% +52 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,727 $250K 0.04% -125 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 1,724 $250K 0.46% -1,397 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,721 $249K 0.01% +94 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,721 $249K 0.03% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,716 $248K 0.01% +210 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,714 $248K 0.09% new 13F-HR Timeline Spahn Wealth & Retirement LLC More: the full row for Spahn Wealth & Retirement LLC 1,700 $246K 0.15% 0 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 1,700 $246K 0.12% 0 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,697 $246K 0.03% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,705 $245K 0.01% -35 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,688 $244K <0.01% -384 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,682 $244K 0.01% -28 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 1,665 $241K 0.04% +2 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,664 $241K 0.02% -800 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Steadtrust LLC More: the full row for Steadtrust LLC 1,656 $240K 0.15% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,651 $239K 0.03% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,651 $239K 0.01% -169 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,650 $239K <0.01% new 13F-HR/A Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,645 $238K 0.04% -266 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,644 $238K 0.02% +37 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,642 $238K 0.01% 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,636 $237K 0.01% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,635 $237K 0.02% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,624 $235K 0.02% -216 13F-HR Timeline Group Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,612 $233K 0.01% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 1,606 $231K 0.01% new 13F-HR Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,575 $228K 0.02% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,574 $228K 0.01% +69 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 1,567 $227K 0.02% +37 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,566 $227K 0.01% new 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 1,565 $227K 0.04% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,552 $225K 0.01% -73 13F-HR Timeline Group Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 1,545 $224K 0.03% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,531 $222K 0.01% -2,928 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,526 $221K 0.01% new 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 1,524 $221K 0.07% -83 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,518 $220K 0.02% 0 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 1,509 $219K 0.01% 0 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 1,509 $218K 0.09% -47 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,506 $218K <0.01% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,505 $218K <0.01% -839 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,500 $217K 0.02% -371 13F-HR Timeline Group BXM Wealth LLC More: the full row for BXM Wealth LLC 1,500 $217K 0.17% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,491 $216K <0.01% -20 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,489 $216K 0.11% -41 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,476 $214K 0.12% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,471 $213K 0.02% -115 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,464 $212K 0.07% -399 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 1,461 $211K 0.11% 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,456 $211K 0.05% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 1,450 $210K 0.05% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,439 $208K 0.01% -1,767 13F-HR Timeline Group Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,402 $203K 0.04% -2,114 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,360 $197K 0.01% +1,000 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,357 $196K 0.03% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,304 $189K 0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,259 $182K 0.01% 0 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,228 $178K 0.01% +92 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,169 $169K 0.03% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,128 $163K 0.11% 0 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 1,113 $161K 0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,100 $159K 0.01% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 1,100 $159K 0.1% -251 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,080 $156K <0.01% +1,039 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,067 $154K 0.01% +314 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,066 $154K <0.01% -61 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,043 $151K 0.01% -347 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,022 $148K 0.02% -68 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,012 $147K 0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 980 $142K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 961 $139K 0.03% -963 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 950 $138K 0.07% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 925 $134K 0.1% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 907 $131K 0.02% +705 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 897 $130K 0.01% +19 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 884 $128K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 854 $124K 0.01% +541 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 834 $121K 0.01% -21 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 831 $120K <0.01% 0 13F-HR/A Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 807 $117K 0.03% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 805 $117K 0.01% +4 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 726 $105K 0.09% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 717 $104K 0.03% +294 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 710 $103K 0.03% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 708 $102K 0.05% +9 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 700 $101K 0.01% +142 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 690 $99.9K 0.02% -104 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 678 $98.1K 0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 677 $97.9K 0.02% +3 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 674 $97.6K 0.05% +670 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 650 $94.1K 0.02% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 622 $93.2K 0.01% +148 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 634 $91.8K 0.05% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 605 $87.6K <0.01% -217 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 590 $85.4K 0.03% -10 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 585 $84.7K 0.04% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 546 $83.4K <0.01% -4 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 550 $79.6K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 546 $79K 0.01% -20 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 544 $78.8K 0.11% +10 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 540 $78.2K 0.02% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 558 $74.1K 0.01% +7 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 500 $72.4K 0.01% +100 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 460 $67.4K <0.01% 0 13F-HR/A Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 461 $66.7K <0.01% 0 13F-HR Timeline