CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 7,146 $274K 0.02% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 7,122 $273K 0.04% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 7,034 $270K 0.02% -1,304 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 7,000 $268K <0.01% 0 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 7,000 $268K 0.07% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 6,813 $261K 0.01% +154 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 6,811 $261K 0.2% -8,740 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 6,794 $260K 0.06% -347 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,790 $260K <0.01% +275 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,672 $256K <0.01% -76,248 13F-HR/A Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 6,602 $253K 0.07% -244 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 6,585 $252K 0.01% +2 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,553 $251K <0.01% -1,464 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,547 $251K <0.01% -703 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 6,517 $250K 0.13% 0 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 6,440 $247K 0.22% -761 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 6,163 $236K 0.02% -603 13F-HR Timeline Group Volterra Technologies LP More: the full row for Volterra Technologies LP 6,148 $236K 0.32% 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 6,115 $234K 0.06% +229 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 6,114 $234K <0.01% new 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,092 $234K <0.01% -102 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 6,045 $232K 0.11% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 6,043 $232K 0.02% -12,344 13F-HR/A Timeline Group PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 6,043 $232K 0.05% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,018 $231K 0.01% +91 13F-HR Timeline Group Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 5,937 $228K <0.01% -32,386 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,937 $228K 0.01% +627 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,936 $228K 0.03% -379 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,916 $227K <0.01% -5,393 13F-HR/A Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 5,906 $226K <0.01% -3,533 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,901 $226K 0.01% -737 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 5,625 $226K 0.2% +59 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,813 $223K 0.01% +541 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,746 $220K <0.01% -436 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 5,714 $219K 0.03% -1,395 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,708 $219K 0.02% new 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,536 $212K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,490 $210K <0.01% +119 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,470 $210K 0.02% +53 13F-HR Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 5,434 $208K -83,317 Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 5,410 $207K 0.01% -102 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,371 $206K 0.02% -1,022 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 5,362 $206K 0.07% 0 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 5,351 $205K 0.02% +296 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 5,343 $205K <0.01% +27 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 5,154 $198K 0.05% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 5,029 $193K <0.01% +2,724 13F-HR Timeline Group Caption Management, LLC More: the full row for Caption Management, LLC 5,000 $192K 0.02% -12,150 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 4,330 $166K <0.01% -88 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 4,219 $162K 0.01% 0 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 4,164 $160K <0.01% -1,085 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,895 $149K <0.01% +561 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,554 $136K 0.02% +2,030 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 3,500 $134K 0.02% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 3,470 $133K 0.12% -10,295 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,165 $130K 0.01% +573 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,314 $127K 0.08% +97 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,195 $122K <0.01% +1,508 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,145 $121K 0.01% -134 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3,075 $118K 0.02% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,888 $116K 0.06% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,000 $115K 0.02% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,923 $112K <0.01% -128 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 2,917 $112K 0.01% new 13F-HR/A Timeline STEPH & CO More: the full row for STEPH & CO 2,796 $107K 0.03% -3,487 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,790 $107K <0.01% -30 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,742 $105K 0.04% +2,722 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,676 $103K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,661 $102K 0.01% +54 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,583 $99K 0.07% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,440 $93.5K 0.03% +127 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 2,424 $92.9K <0.01% +609 13F-HR Timeline Black Cypress Capital Management, LLC More: the full row for Black Cypress Capital Management, LLC 2,394 $91.8K 0.08% -56,138 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $81.5K <0.01% -1,088 13F-HR Timeline Amount filed as zero, left out of ratios. Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,098 $80.4K <0.01% +424 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 2,084 $79.9K <0.01% 0 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,000 $76.7K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,761 $67.5K <0.01% +1,151 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,705 $65.4K 0.03% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,599 $61.3K 0.02% +3 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,572 $60.3K <0.01% -1,250 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,549 $59.4K <0.01% -1,269 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 1,485 $57K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,477 $56.6K 0.01% -1,249 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,260 $48.3K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,241 $47.6K <0.01% +496 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,209 $46.4K <0.01% -67 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,201 $46K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,156 $44.3K <0.01% +126 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,139 $43.7K <0.01% -592 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,123 $43.1K 0.01% 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 1,116 $42.8K 0.01% -138,108 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,115 $42.7K <0.01% -384 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,032 $39.6K <0.01% +384 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,029 $39.5K 0.01% -49,604 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 982 $38K <0.01% +65 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 953 $36.3K 0.02% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 846 $36K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 854 $32.7K <0.01% +326 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 840 $32.2K 0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 814 $31.2K <0.01% +74 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 772 $29.6K 0.01% -223 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 740 $28.4K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 717 $27.5K <0.01% -225 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 700 $26.8K <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 $26.5K <0.01% 0 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 688 $26.4K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 686 $26.3K <0.01% +5 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 682 $26.1K <0.01% +14 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 686 $26K <0.01% -84,787 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 667 $26K 0.02% +15 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 645 $24.7K 0.01% +13 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 615 $23.6K 0.01% +368 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 592 $22.7K 0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 572 $22.1K 0.01% -1,515 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 570 $21.9K <0.01% -85 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 560 $21K 0.01% -505 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 540 $20.7K 0.01% +222 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 524 $20.1K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 518 $19.8K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 507 $19.5K 0.01% -80 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 500 $19.2K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 500 $19.2K 0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 499 $19.1K <0.01% -55 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 475 $18.2K <0.01% +69 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 474 $18.2K <0.01% +420 13F-HR/A Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 474 $18K <0.01% -57 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 446 $17.1K <0.01% +92 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 446 $17.1K 0.01% -98 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 440 $16.9K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 429 $16.6K <0.01% +278 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 400 $15.3K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 384 $14.7K <0.01% +37 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 380 $14.6K <0.01% +3 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 325 $12.5K <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 324 $12.4K 0.01% 0 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 315 $12.1K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 307 $11.8K 0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 295 $11.3K <0.01% +278 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 287 $11K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 287 $11K <0.01% +61 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 287 $11K <0.01% +49 13F-HR/A Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 274 $10.5K <0.01% -6 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 266 $10.3K <0.01% +185 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 265 $10.2K <0.01% -153 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 262 $10K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 262 $10K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 251 $10K <0.01% -131 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 250 $9.59K <0.01% -1,352 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 247 $9.48K 0.01% +1 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 247 $9.47K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 246 $9.43K 0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 240 $9.2K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 237 $9.09K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 224 $9K <0.01% -18 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 234 $8.97K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 232 $8.89K <0.01% -797 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 232 $8.89K <0.01% +13 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 223 $8.55K <0.01% -592 13F-HR Timeline Group Compass Financial Services Inc More: the full row for Compass Financial Services Inc 216 $8.28K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 214 $8.21K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 213 $8.17K <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 204 $7.82K <0.01% +119 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 196 $7.51K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 191 $7.34K <0.01% -105 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 190 $7.29K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 189 $7.26K <0.01% -23 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 165 $7.23K <0.01% +52 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 184 $7.05K <0.01% +19 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 182 $6.98K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 179 $6.86K <0.01% -3 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 175 $6.71K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 170 $6.52K <0.01% 0 13F-HR Timeline Group Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 170 $6.52K 0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 166 $6.37K <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. 166 $6.35K <0.01% +84 13F-HR Timeline Group GFG Capital, LLC More: the full row for GFG Capital, LLC 160 $6.13K <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 157 $6.02K <0.01% +47 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 152 $5.83K <0.01% +12 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 149 $5.71K <0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 145 $5.56K <0.01% 0 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 144 $5.52K <0.01% +31 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 138 $5.29K <0.01% -41 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 138 $5.29K <0.01% 0 13F-HR Timeline Group Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 135 $5.16K 0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 120 $5K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 130 $4.98K <0.01% -98 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 124 $4.75K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 116 $4.45K <0.01% -1 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 115 $4.42K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 107 $4.1K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 107 $4.1K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 106 $4.06K <0.01% 0 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 105 $4.04K <0.01% 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 105 $4.03K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 102 $3.91K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 102 $3.91K <0.01% -190 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 100 $3.83K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 100 $3.83K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 100 $3.83K <0.01% 0 13F-HR Timeline