FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,529 $299K 0.03% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,255 $299K 0.03% -513 13F-HR/A Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 2,251 $298K 0.01% new 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 2,237 $296K <0.01% -188 13F-HR Timeline SYCOMORE ASSET MANAGEMENT More: the full row for SYCOMORE ASSET MANAGEMENT 2,800 $294K 0.04% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,773 $294K 0.2% -2,130 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 2,209 $293K 0.04% +1,659 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,074 $292K <0.01% 0 13F-HR/A Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,202 $291K 0.02% +223 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 2,205 $291K 0.01% new 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 2,200 $291K 0.36% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LRI Investments, LLC More: the full row for LRI Investments, LLC 2,185 $289K 0.03% +473 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,179 $288K 0.01% new 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,178 $288K 0.07% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 2,173 $287K 0.03% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,151 $284K <0.01% new 13F-HR Timeline Group BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 2,140 $283K 0.09% new 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,140 $283K 0.06% new 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 2,137 $283K 0.05% new 13F-HR Timeline Group DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,130 $282K 0.01% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,114 $280K 0.02% new 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 2,107 $279K 0.15% new 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,104 $278K 0.03% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,082 $275K 0.02% -432 13F-HR Timeline Group Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 2,077 $275K 0.04% -5,493 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,074 $274K 0.03% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,067 $273K 0.02% -852 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,059 $272K 0.11% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,059 $272K 0.05% new 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 2,055 $272K 0.09% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,042 $270K <0.01% new 13F-HR Timeline Group SRN Advisors, LLC More: the full row for SRN Advisors, LLC 2,036 $269K 0.3% -14,964 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,028 $268K 0.01% -502 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,027 $268K 0.01% new 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 2,022 $267K 0.04% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 2,021 $267K 0.03% -123 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,021 $267K 0.07% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,009 $266K 0.02% -24 13F-HR Timeline BLKBRD Asset Management, LP More: the full row for BLKBRD Asset Management, LP 2,009 $266K 0.32% new 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 2,005 $265K 0.03% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,004 $265K 0.02% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,002 $265K 0.02% +306 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 2,000 $264K 0.01% new 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 2,000 $264K 1.02% -1,000 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 2,000 $264K 0.02% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,000 $264K 0.02% new 13F-HR Timeline Sassicaia Capital Advisers LLC More: the full row for Sassicaia Capital Advisers LLC 2,000 $264K 0.96% new 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,000 $264K 0.02% new 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 2,000 $264K 0.32% new 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,000 $264K 0.06% new 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 2,000 $264K 0.32% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,000 $264K 0.08% 0 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 1,995 $264K 0.07% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,985 $262K 0.01% -3,929 13F-HR/A Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,976 $261K 0.02% new 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 1,975 $261K 0.19% -2,200 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,947 $257K <0.01% -1,674 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 1,923 $254K <0.01% new 13F-HR Timeline Group SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 1,915 $253K 0.01% +840 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,903 $252K 0.01% new 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,900 $251K 0.01% new 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 1,879 $248K 0.09% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,864 $246K 0.02% new 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 1,863 $246K 0.03% new 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 1,862 $246K 0.12% new 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 1,858 $246K 0.08% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,858 $246K 0.02% new 13F-HR Timeline Kerrisdale Advisers, LLC More: the full row for Kerrisdale Advisers, LLC 1,856 $245K 0.1% -40,255 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,850 $245K 0.02% new 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 1,834 $243K 0.08% new 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,825 $241K 0.03% new 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,819 $241K 0.23% new 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 1,810 $239K 0.09% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,805 $239K 0.02% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,796 $238K 0.02% +140 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 1,796 $237K 0.03% -2,771 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 1,793 $237K 0.22% new 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,785 $236K 0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,785 $236K 0.16% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,782 $236K 0.01% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,779 $235K 0.01% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,779 $235K 0.12% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,777 $235K 0.02% +60 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,769 $234K 0.07% -2,800 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,769 $234K 0.01% new 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 1,769 $234K 0.09% -4,814 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,766 $233K 0.01% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,215 $233K 0.04% 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,755 $232K 0.12% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,747 $231K 0.01% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,750 $231K 0.08% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,728 $228K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,726 $228K 0.12% 0 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 1,722 $228K 0.13% -4,896 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 2,089 $227K 0.14% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 66,996 $227K 0.02% -125 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 1,706 $226K <0.01% -345 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,689 $223K 0.21% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,689 $223K <0.01% new 13F-HR/A Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,677 $222K <0.01% new 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,676 $222K 0.06% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,676 $222K <0.01% -507 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,667 $220K 0.02% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,023 $217K 0.06% new 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,637 $216K 0.02% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,636 $216K 0.03% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 1,630 $216K 0.06% new 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,623 $215K <0.01% new 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 1,617 $214K 0.05% new 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 1,600 $212K 0.27% new 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 1,600 $212K 0.18% -1,200 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,596 $211K 0.01% -7,211 13F-HR Timeline Group Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 1,594 $211K 0.04% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,587 $210K 0.01% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,585 $210K 0.02% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,583 $209K 0.03% new 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 1,582 $209K 0.12% new 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 1,582 $209K 0.12% +82 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 1,576 $208K 0.04% new 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,571 $208K new Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 1,558 $206K 0.01% -2,696 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,554 $205K 0.02% new 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 1,554 $205K 0.06% new 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 1,549 $205K 0.13% new 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 1,547 $205K 0.08% -23,244 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,544 $204K 0.08% +28 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 1,538 $203K 0.02% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,412 $187K 0.01% -1 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,381 $183K 0.05% +442 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,354 $179K 0.02% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,316 $174K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,207 $160K <0.01% +302 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,050 $150K 0.05% -81 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,122 $149K 0.02% -50 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 1,118 $148K 0.09% +340 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,073 $142K <0.01% -1,529 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,050 $139K <0.01% +100 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,032 $136K 0.05% +1,007 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,025 $136K 0.02% +597 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,023 $135K 0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,014 $134K 0.01% -112 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 976 $129K 0.07% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 960 $127K <0.01% +78 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 955 $126K 0.1% -557 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 921 $122K 0.08% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 868 $115K 0 Timeline Tidemark, LLC More: the full row for Tidemark, LLC 847 $112K 0.04% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 837 $111K 0.01% +630 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 829 $110K 0.01% -2,894 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 819 $108K 0.02% -62 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 787 $104K 0.05% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 756 $100K 0.03% +11 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 720 $95.2K <0.01% -27 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 709 $93.8K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 700 $92.6K 0.01% -297 13F-HR/A Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 692 $91.5K <0.01% +15 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 680 $90K 0.05% +20 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 678 $89.7K 0.03% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 650 $86K 0.09% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 643 $85K 0.07% +25 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 616 $81K 0.06% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 610 $80.8K 0.04% +75 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 611 $80.8K 0.02% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 610 $80.7K 0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 609 $80.5K 0.01% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 600 $79.3K 0.02% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 597 $79K 0.01% -115 13F-HR/A Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 595 $78.7K <0.01% -930 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 579 $76.6K 0.07% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 575 $76K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 546 $72.2K <0.01% -181 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 524 $69.3K 0.01% +359 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 519 $68.6K 0.04% -133 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 515 $68.1K 0.01% +207 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 500 $66.1K <0.01% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 500 $66.1K 0.06% new 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 497 $65.7K <0.01% +117 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 487 $64.4K <0.01% 0 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 491 $64K 0.01% +25 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 465 $61.5K 0.04% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 462 $61.1K 0.02% -20 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 450 $59K 0.02% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 438 $57.9K 0.02% +50 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 438 $57.9K 0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 434 $57.4K 0.05% +61 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 421 $56K <0.01% -79 13F-HR Timeline Group Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 460 $54.7K 0.02% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 402 $53.2K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 400 $52.9K 0.04% +304 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 400 $52.9K 0.04% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 396 $52.4K 0.01% +21 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 390 $51.6K 0.18% +150 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 384 $50.7K 0.01% +27 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 369 $48.8K <0.01% +259 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 355 $46.9K <0.01% +292 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 346 $45.8K 0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 345 $45.6K 0.02% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 340 $45K <0.01% +100 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 339 $44.8K 0.01% -200 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 315 $41.8K 0.01% +285 13F-HR Timeline