CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 7,601 $312K 0.02% -791 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 7,500 $308K 0.2% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 7,497 $308K 0.02% new 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 7,490 $307K 0.01% -181 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,464 $306K <0.01% -48,257 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 7,461 $306K 0.18% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 7,437 $305K 0.04% +6,262 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 7,392 $303K 0.02% +35 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 7,386 $303K 0.08% 0 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 7,201 $295K 0.3% 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 7,195 $295K 0.01% +693 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 6,794 $294K 0.02% new 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 7,141 $293K 0.08% +845 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,134 $293K <0.01% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 7,122 $292K 0.06% 0 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 7,000 $287K 0.08% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,976 $286K 0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,145 $285K 0.01% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,933 $284K 0.02% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,882 $282K <0.01% -10,015 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 6,849 $281K 0.08% +93 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 6,833 $280K 0.14% -17 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 6,831 $280K 0.09% +40 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,802 $279K <0.01% +229 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 6,766 $278K 0.02% +709 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 6,759 $277K 0.07% -61 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 6,746 $277K 0.05% -86,367 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 6,627 $272K 0.01% -1,350 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,593 $270K <0.01% +117 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,498 $267K 0.01% new 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 6,440 $264K 0.02% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 6,412 $263K 0.02% -70 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 6,411 $263K 0.09% -1,026 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 6,397 $262K 0.01% -3,041 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,282 $258K 0.01% -1,551 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 6,267 $257K 0.05% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 6,264 $257K 0.02% 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 6,184 $254K 0.03% new 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 6,178 $253K 0.02% new 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 6,045 $248K 0.14% new 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 6,010 $247K 0.07% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,909 $242K 0.04% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,814 $238K <0.01% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,803 $238K <0.01% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,745 $236K 0.02% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,736 $235K 0.01% -303 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 5,671 $233K 0.03% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 5,512 $226K 0.02% -167 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,506 $226K 0.02% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,417 $222K 0.02% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,392 $221K 0.02% -167 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,283 $217K 0.04% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 5,267 $216K 0.06% -1,025 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,197 $213K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,196 $213K <0.01% -8,448 13F-HR/A Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,156 $211K 0.02% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,083 $209K 0.03% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 5,020 $206K 0.02% new 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 5,000 $205K 0.06% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 5,000 $205K <0.01% new 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 5,000 $205K 0.18% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,474 $205K <0.01% +63 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,267 $202K 0.02% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,778 $196K 0.03% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 4,060 $167K <0.01% -23,336 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,012 $165K 0.01% +438 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 3,983 $163K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,972 $163K 0.01% -350 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,965 $163K 0.01% +83 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 3,931 $161K <0.01% -113 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 3,918 $161K 0.01% 0 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,781 $155K 0.01% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 3,751 $154K 0.07% -611 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,381 $139K 0.01% +116 13F-HR Timeline OSSIAM More: the full row for OSSIAM 3,365 $138K <0.01% -9,968 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 3,193 $131K 0.1% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,169 $130K 0.08% +269 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,165 $130K 0.01% +3,047 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3,075 $126K 0.03% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,000 $123K 0.03% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,917 $120K <0.01% -48 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,907 $119K <0.01% +40 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,842 $117K 0.01% -87 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,830 $116K 0.01% +1,274 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,820 $116K <0.01% -2 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,676 $110K 0.02% +376 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 2,600 $107K 0.01% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 2,591 $106K <0.01% -1,969 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,589 $105K <0.01% +2,505 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 2,509 $103K 0.01% -697 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 2,368 $97.1K 0.03% +144 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 2,355 $96.6K 0.09% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,342 $96.1K 0.01% +18 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,339 $95.9K 0.03% -83 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,328 $95.3K 0.01% -700 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 2,201 $89.9K <0.01% +1,598 13F-HR Timeline Group LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 2,138 $88K <0.01% 0 13F-HR Timeline Group Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 2,109 $85.5K <0.01% 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,000 $82K 0.02% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,824 $74.8K <0.01% +1,396 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,821 $74.7K <0.01% -2,177 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,792 $73.5K 0.02% +223 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,739 $71.3K <0.01% +1,490 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,739 $71.3K 0.01% -2,731 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,705 $69.9K 0.03% -172 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,696 $69.6K 0.03% -67 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,687 $69.2K <0.01% -2,169 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 1,588 $66K <0.01% 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,573 $64.5K <0.01% -139 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,425 $58.4K <0.01% -595 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 1,388 $56.9K 0.01% new 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,297 $53.2K <0.01% +571 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,260 $51.7K 0.02% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,178 $46.7K <0.01% 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,123 $46.1K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,053 $43.2K <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,026 $42.1K <0.01% -740 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 963 $39.5K 0.01% -13 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 927 $38K <0.01% +38 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 908 $37.2K 0.01% +41 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 814 $33K <0.01% -8,997 13F-HR/A Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 800 $33K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 743 $30.5K <0.01% -6 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 740 $30.4K <0.01% +216 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 725 $29.7K <0.01% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 714 $29.3K <0.01% +108 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 700 $28.7K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 690 $28.3K <0.01% -5 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 688 $28.2K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 687 $28.2K <0.01% +52 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 670 $27.5K <0.01% +386 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 663 $27.2K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 629 $26K 0.02% -9 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 632 $25.9K 0.01% +46 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 622 $25.5K 0.01% +176 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 599 $24.6K 0.02% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 593 $24.3K <0.01% +351 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 592 $24.3K 0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 587 $24.1K 0.02% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 524 $21.5K <0.01% +179 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 524 $21.5K 0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 503 $20.6K <0.01% +32 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 500 $20.5K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 498 $20.4K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 456 $18.7K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 444 $18.2K 0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 440 $18K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 420 $17.2K <0.01% +130 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 407 $16.7K <0.01% -85 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 400 $16.4K <0.01% 13F-HR Timeline Group Peterson Wealth Services More: the full row for Peterson Wealth Services 400 $16.4K <0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 392 $16K <0.01% -114 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 376 $15.4K <0.01% +2 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 350 $14.4K <0.01% -44,324 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 344 $14.1K 0.01% -2 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 325 $13.3K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 318 $13K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 341 $13K <0.01% +119 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 315 $12.9K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 296 $12.1K <0.01% -2 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 295 $12.1K 0.01% +125 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 287 $11.8K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 281 $11.5K <0.01% +103 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 280 $11.5K <0.01% +1 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 247 $10.1K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 247 $10.1K <0.01% -160 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 245 $10K 0.01% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 242 $10K <0.01% +18 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 240 $9.85K <0.01% new 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 234 $9.6K 0.01% 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 228 $9.35K <0.01% +13 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 226 $9.27K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 238 $9K <0.01% +7 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 219 $8.98K <0.01% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 218 $8.94K <0.01% -33 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 216 $8.86K 0.01% 13F-HR Timeline Security National Bank More: the full row for Security National Bank 214 $8.78K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 190 $8.35K <0.01% 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 200 $8.2K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 200 $8.2K <0.01% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 194 $7.96K <0.01% +130 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 182 $7.47K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 182 $7.47K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 175 $7.18K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 170 $6.97K <0.01% +163 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 168 $6.89K <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 166 $6.81K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 165 $6.77K <0.01% -164 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 163 $6.69K <0.01% +4 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 161 $6.6K <0.01% +28 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 157 $6.44K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 153 $6.28K 0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 151 $6.21K <0.01% +6 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 150 $6.15K <0.01% +20 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 149 $6.11K 0.01% 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 145 $5.95K <0.01% 0 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 141 $5.78K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 140 $5.74K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 134 $5.5K <0.01% new 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 124 $5.09K <0.01% new 13F-HR Timeline