Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,644 $229K 0.02% -409 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,641 $228K 0.01% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,632 $227K 0.01% -269 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,630 $227K 0.01% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,626 $226K 0.01% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,624 $226K <0.01% +5 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,621 $226K 0.01% -725 13F-HR Timeline Group Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,617 $225K 0.08% +93 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 1,611 $224K 0.17% +38 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,807 $224K 0.02% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,602 $223K 0.03% +82 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,594 $222K 0.02% +48 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 1,588 $221K 0.07% new 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 1,586 $221K <0.01% 0 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 1,576 $219K 0.18% +9 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,576 $219K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,604 $219K 0.01% 0 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 1,573 $219K 0.13% -83 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,570 $219K 0.05% -445 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 1,568 $218K 0.03% new 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 1,565 $218K 0.21% -193 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,544 $215K 0.01% -1,454 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,540 $214K 0.07% 0 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 1,539 $214K 0.05% -524 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,537 $214K 0.01% -1,356 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,530 $213K 0.03% +50 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,529 $213K 0.04% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 1,529 $213K 0.11% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,526 $212K 0.03% -383 13F-HR/A Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,538 $212K 0.03% -12 13F-HR/A Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 1,521 $212K 0.09% 0 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 1,512 $210K 0.13% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,506 $210K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 1,500 $209K 0.02% 0 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 1,500 $209K 0.15% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,500 $209K 0.07% 0 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,499 $209K 0.07% new 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 1,479 $206K 0.06% 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,475 $205K 0.01% +796 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,474 $205K 0.09% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,468 $204K 0.01% -174 13F-HR/A Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,452 $203K 0.07% 0 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 1,454 $202K 0.08% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,437 $200K 0.05% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,419 $197K <0.01% -103 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,340 $186K 0.37% -12,595 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,318 $183K 0.01% -365 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,314 $183K 0.01% -310 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,300 $181K 0.03% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,273 $177K 0.02% -35 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,215 $169K 0.02% +7 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,212 $169K <0.01% +45 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,197 $167K 0.01% -458 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,186 $165K 0.02% +561 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,169 $163K 0.01% +72 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,160 $161K 0.02% +38 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,148 $160K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,132 $158K 0.01% +435 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,099 $153K 0.02% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,085 $150K <0.01% +15 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,036 $144K <0.01% -45 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,004 $140K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,000 $139K 0.02% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,000 $139K 0.01% -319,550 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 938 $131K 0.01% +8 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 938 $131K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 927 $129K 0.03% -139 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 900 $125K 0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 884 $123K 0.01% +366 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 835 $116K 0.01% -39 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 828 $115K <0.01% -5,302 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 818 $114K 0.03% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 815 $113K 0.06% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 807 $112K +43 Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 800 $111K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 790 $110K 0.12% +56 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 763 $106K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 725 $101K <0.01% +99 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 725 $101K 0.01% -39 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 700 $97.4K 0.03% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 700 $97.4K 0.03% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 688 $95.7K 0.01% -168 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 660 $91.9K 0.06% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 624 $86.9K 0.06% +3 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 605 $84.3K 0.03% +266 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 588 $81.8K 0.01% +35 13F-HR Timeline CNB Bank More: the full row for CNB Bank 580 $80.7K 0.03% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 530 $73.8K 0.02% -15 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 526 $73.2K 0.05% +19 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 500 $71K 0.05% -57 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 500 $69.6K 0.02% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 496 $69K 0.04% -92 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 458 $63.7K <0.01% +4 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 457 $63.6K <0.01% +98 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 454 $63K 0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 419 $58.3K 0.05% -3 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 406 $56.5K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 383 $53.3K <0.01% -22 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 370 $52K <0.01% +18 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 356 $49.6K <0.01% +3 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 352 $49K 0.03% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 350 $48.7K 0.02% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 344 $47.9K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 337 $46.9K 0.02% +206 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 320 $44.5K <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 317 $44.2K 0.01% +34 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 314 $43.7K 0.01% -89 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 300 $42K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 300 $41.8K 0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 297 $41.3K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 294 $40.9K <0.01% +60 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 289 $40.2K <0.01% +257 13F-HR Timeline Group MOTCO More: the full row for MOTCO 287 $39.9K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 286 $39.8K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 283 $39.4K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 280 $39K <0.01% -128 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 277 $38.6K <0.01% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 275 $38.3K 0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 269 $37.4K 0.01% -12 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 263 $36.6K <0.01% 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 260 $36.2K 0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 241 $33.5K 0.02% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 214 $29.8K 0.01% -29 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 213 $29K 0.02% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 208 $29K <0.01% +183 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 206 $28.7K <0.01% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 203 $28K <0.01% new 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 200 $28K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 201 $28K 0.02% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 200 $27.8K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 199 $27.7K <0.01% -12 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 200 $27.2K 0.01% -3 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 192 $26.7K 0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 190 $26.4K <0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 190 $26.4K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 187 $26.1K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 186 $25.9K 0.02% -52 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 185 $25.8K 0.02% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 176 $24.5K <0.01% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 170 $23.1K 0.01% -257 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 164 $23K <0.01% -5 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 163 $22.7K <0.01% +100 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 163 $22.7K 0.01% +1 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 160 $22.3K <0.01% 0 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 160 $22.3K 0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 160 $22.2K <0.01% 0 13F-HR Timeline Group KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 159 $22.1K 0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 157 $21.9K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 156 $21.7K 0.02% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 150 $20.9K 0.01% -175 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 150 $20.9K 0.01% -100 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 150 $20.9K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 150 $20.9K 0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 142 $19.8K <0.01% +2 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 141 $19.6K <0.01% +129 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 140 $19.5K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 143 $19.5K 0.01% +1 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 138 $19.2K 0.01% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 141 $19K 0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 136 $18.9K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 131 $18.2K <0.01% 0 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 130 $18.1K <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 124 $17.2K 0.01% +1 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 125 $17K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 121 $17K 0.01% -15 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 122 $17K <0.01% 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 117 $16.3K <0.01% +41 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 116 $16.1K <0.01% +9 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 114 $15.9K <0.01% +104 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 113 $15.6K <0.01% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 110 $15.3K 0.01% 0 13F-HR/A Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 109 $15.2K 0.01% +69 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 109 $15.1K <0.01% +108 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 106 $14.8K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 105 $14.6K <0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 105 $14.6K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 103 $14.4K 0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 102 $14.2K 0.01% +43 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 106 $14K <0.01% +12 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 102 $14K <0.01% +5 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 100 $14K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 100 $14K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 100 $13.9K <0.01% 0 13F-HR Timeline Group Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 100 $13.9K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 100 $13.9K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 100 $13.9K 0.01% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 100 $13.9K 0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 97 $13.5K 0.01% +7 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 97 $13.5K <0.01% -14 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 97 $13.5K 0.01% -10 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 97 $13.5K <0.01% -826 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 95 $13.2K <0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 94 $13.1K <0.01% 0 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 94 $13.1K <0.01% -258,709 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 90 $12.5K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 90 $12.5K 0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 89 $12.4K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 89 $12.4K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 89 $12.4K 0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 88 $12.2K <0.01% 0 13F-HR Timeline