NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,739 $255K <0.01% +344 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 5,739 $255K <0.01% new 13F-HR/A Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,727 $255K <0.01% -1,282 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 5,721 $254K 0.1% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 5,677 $252K 0.05% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 5,676 $252K +51 Timeline GoodHaven Capital Management, LLC More: the full row for GoodHaven Capital Management, LLC 5,673 $252K 0.09% 0 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 5,657 $251K 0.49% -237 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 5,662 $251K 0.06% 0 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 5,637 $251K 0.21% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 5,577 $248K 0.01% +333 13F-HR Timeline Group Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 5,455 $242K <0.01% +5,437 13F-HR/A Timeline Group CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 5,430 $241K 0.01% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,389 $239K <0.01% +946 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 5,367 $239K 0.04% new 13F-HR Timeline Group SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 5,289 $235K 0.04% +23 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,275 $234K <0.01% -7,337 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,252 $233K <0.01% -2,913 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 5,251 $233K 0.19% +776 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 5,236 $233K 0.02% 0 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 5,200 $231K 0.07% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 5,153 $229K 0.04% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,136 $228K <0.01% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,130 $228K 0.01% +8 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 5,100 $227K 0.02% +300 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 5,058 $225K 0.07% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 5,037 $224K <0.01% -110 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,024 $223K 0.01% +760 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 4,948 $220K 0.01% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,941 $220K <0.01% -282 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,906 $218K <0.01% +240 13F-HR Timeline Laurus Global Equity Management Inc. More: the full row for Laurus Global Equity Management Inc. 4,827 $215K 0.21% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,814 $214K <0.01% new 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,786 $213K 0.01% -1,759 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 4,759 $212K <0.01% +2,315 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,576 $203K <0.01% -432,402 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,529 $201K <0.01% +34 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 4,529 $201K 0.02% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 4,360 $194K 0.02% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,824 $169K <0.01% +516 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,650 $162K <0.01% +1,321 13F-HR/A Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,415 $152K 0.44% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,888 $128K 0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,768 $123K 0.01% +1,692 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 2,606 $116K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,550 $113K <0.01% +1,521 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,519 $112K <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,389 $106K 0.01% +2,345 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,325 $103K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,307 $103K 0.03% +2,245 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,296 $102K <0.01% -186 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,199 $94.9K <0.01% -348 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,114 $93.9K <0.01% -277 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 2,102 $93.4K 0.09% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,097 $93.2K 0.01% -4 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,066 $91.8K 0.04% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,999 $88.9K <0.01% +313 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,990 $88.5K 0.02% -190 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,973 $87.7K <0.01% 0 13F-HR Timeline Group WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,685 $87.2K 0.05% +1,280 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,926 $85.6K <0.01% 0 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,788 $79.5K <0.01% -5,755 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,770 $79K 0.05% -1,273 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 1,765 $78.5K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,709 $76K <0.01% +793 13F-HR/A Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,647 $73.2K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,599 $71.1K <0.01% +530 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,591 $70.7K 0.04% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,579 $70K <0.01% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,548 $69K 0.01% +250 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,551 $68.8K 0.01% -1,150 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,544 $68.6K 0.02% +1 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,529 $68K 0.01% +173 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,524 $67.7K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,448 $64.4K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,422 $63K 0.01% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 1,402 $62.2K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,370 $60.9K <0.01% +107 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,320 $58.7K <0.01% +10 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,299 $57.7K <0.01% -1 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,283 $57K <0.01% +832 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,124 $50K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,035 $49.3K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,007 $44.8K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,001 $44.5K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,000 $44.5K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 995 $44.2K <0.01% +421 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 910 $40.5K <0.01% +63 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 909 $40.4K 0.02% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 893 $40K 0.03% 0 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 849 $37.7K <0.01% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 844 $37.5K <0.01% -1,047 13F-HR/A Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 600 $37.1K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 816 $36.3K <0.01% +328 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 755 $34K <0.01% 0 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 731 $32.5K <0.01% -3,454 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 714 $31.7K <0.01% +31 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 709 $31.5K <0.01% -231 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 661 $29.4K 0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 600 $26.7K <0.01% new 13F-HR Timeline Group Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 597 $26.5K 0.02% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 587 $26.1K <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. 575 $25.6K <0.01% -521 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 776 $25.4K <0.01% -9,832 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 571 $25.4K <0.01% +5 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 550 $24.4K <0.01% -570 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 523 $23.2K <0.01% -261 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 500 $22.2K 0.01% 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 451 $20K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 407 $18.1K <0.01% +41 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 382 $17K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 380 $16.9K <0.01% +3 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 350 $15.6K 0.01% 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 348 $15.5K <0.01% 0 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 338 $15K <0.01% new 13F-HR/A Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 327 $14.5K <0.01% +159 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 306 $13.6K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 305 $13.6K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 304 $13.5K <0.01% +15 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 294 $13.1K <0.01% +223 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 291 $12.9K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 289 $12.8K <0.01% +282 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 272 $12.1K <0.01% -167 13F-HR Timeline Group GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 272 $12.1K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 262 $11.6K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 253 $11.2K <0.01% +247 13F-HR Timeline MOTCO More: the full row for MOTCO 248 $11K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 241 $11K <0.01% +234 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 240 $10.7K <0.01% -91 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 207 $9.2K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 207 $9.18K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 190 $8.45K <0.01% 0 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 187 $8.31K 0.01% -39 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 176 $7.82K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 177 $7.8K <0.01% +170 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 175 $7.78K 0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 159 $7.07K <0.01% +2 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 159 $7.07K <0.01% +27 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 157 $6.98K <0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 155 $6.89K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 153 $6.8K 0.01% +57 13F-HR/A Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 150 $6.67K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 146 $6.49K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 136 $6.03K <0.01% +2 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 129 $5.74K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 121 $5.38K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 97 $4.7K <0.01% -18 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 105 $4.63K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 100 $4.45K <0.01% +93 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 80 $4.42K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 90 $4K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 89 $3.96K <0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 84 $3.73K <0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 81 $3.6K <0.01% -18 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 80 $3.56K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 79 $3.51K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 76 $3.37K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 75 $3.33K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 72 $3.2K <0.01% -1 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 68 $3.02K <0.01% +19 13F-HR Timeline CX Institutional More: the full row for CX Institutional 57 $3K <0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 66 $2.93K <0.01% 0 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 65 $2.89K <0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 62 $2.75K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 60 $2.67K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 58 $2.58K <0.01% +53 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 58 $2.58K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 57 $2.53K <0.01% -19 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 55 $2.44K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 53 $2.36K <0.01% -160 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 53 $2.36K <0.01% +9 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 52 $2.31K <0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 51 $2.27K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 50 $2.22K <0.01% -12 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 48 $2.13K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 46 $2.04K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 45 $2K <0.01% -258 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 42 $1.87K <0.01% new 13F-HR/A Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 39 $1.73K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 35 $1.54K <0.01% -10,024 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 33 $1.47K <0.01% -28 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 27 $1.2K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 26 $1.16K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 26 $1.16K <0.01% +11 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 26 $1.16K <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 24 $1.07K <0.01% +12 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 24 $1.07K <0.01% 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 23 $1.02K <0.01% new 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 22 $978 <0.01% +17 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 22 $978 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 22 $978 <0.01% -35 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 22 $978 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 21 $933 <0.01% +6 13F-HR Timeline McMillan Office, Inc. 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