CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,561 $211K new Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,531 $209K 0.03% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,529 $208K <0.01% new 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,511 $207K 0.03% +2,504 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 2,501 $206K <0.01% new 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,444 $201K 0.01% new 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 2,428 $200K 0.02% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,306 $190K <0.01% -3,372 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 2,215 $183K <0.01% -530 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,173 $179K 0.01% -5 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,065 $170K 0.03% +396 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 2,050 $169K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,900 $157K <0.01% +14 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,855 $153K 0.01% +1,281 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,689 $139K 0.08% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,655 $136K 0.02% 0 13F-HR/A Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,619 $133K 0.05% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,532 $126K 0.02% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,532 $126K <0.01% +30 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,504 $124K 0.01% +46 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,476 $122K <0.01% +813 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,445 $119K <0.01% 0 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,295 $107K 0.06% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,250 $103K 0.03% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,203 $99.1K 0.04% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,064 $87.7K 0.05% -15 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,053 $86.8K <0.01% +17 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,050 $86.5K 0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,043 $85.9K <0.01% 0 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 1,043 $85.9K 0.04% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 1,042 $85.9K 0.04% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,035 $85.3K <0.01% +6 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 1,007 $83K 0.01% -9 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 984 $81.1K 0.01% +675 13F-HR/A Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 962 $79.3K 0.01% +12 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 946 $78K <0.01% -844 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 912 $75.1K <0.01% -326 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 826 $68.1K <0.01% +26 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 820 $67.6K 0.02% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 818 $67.4K 0.01% +1 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 766 $63.1K 0.01% +700 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 774 $62.1K 0.01% -216 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 700 $57.7K 0.03% -45 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 677 $55.8K <0.01% +8 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 656 $54.1K 0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 646 $53.2K <0.01% new 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 607 $50K 0.02% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 605 $49.9K 0.01% +372 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 595 $49K <0.01% +147 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 588 $48.5K <0.01% +86 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 500 $41.2K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 493 $40.6K 0.01% +489 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 486 $40K <0.01% +211 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 478 $39.4K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 474 $39.1K <0.01% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 468 $38.6K 0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 466 $38.4K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 464 $38.2K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 406 $33.5K 0.01% 0 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 403 $33.2K 0.03% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 400 $33K <0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 389 $31.5K 0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 376 $31K <0.01% +321 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 363 $29.9K 0.01% +49 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 352 $29K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 331 $27.3K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 330 $27.2K 0.01% +26 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 327 $26.9K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 320 $26.4K <0.01% -6 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 309 $25.5K <0.01% +79 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 306 $25.2K <0.01% -208 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 305 $25.1K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 300 $24.7K <0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 300 $24.7K 0.02% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 300 $24.7K <0.01% +1 13F-HR/A Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 282 $23.9K 0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 288 $23.7K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 275 $22.7K 0.01% +63 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 259 $21.3K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 256 $21.1K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 255 $21K <0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 245 $20K <0.01% -2,090 13F-HR Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 237 $19.5K 0.01% -64 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 232 $19.1K <0.01% +226 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 222 $18.3K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 214 $17.6K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 212 $17.5K 0.01% -4 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 209 $17.2K 0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 207 $17.1K 0.01% +166 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 206 $17K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 206 $16.9K 0.01% +1 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 205 $16.9K 0.01% -683 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 200 $16.5K <0.01% 0 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 200 $16.5K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 200 $16.5K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 184 $15.2K <0.01% +4 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 183 $15.1K <0.01% +103 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 178 $14.7K <0.01% +161 13F-HR Timeline Group Robinswood Financial LLC More: the full row for Robinswood Financial LLC 178 $14.7K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 174 $14.2K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 162 $13.3K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 162 $13.3K <0.01% +38 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 158 $13K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 158 $13K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 155 $12.8K <0.01% +43 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 149 $12.3K 0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 144 $11.9K <0.01% -13 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 137 $11.3K 0.01% +36 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 135 $11.2K <0.01% -168 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 135 $11.1K 0.01% +18 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 134 $11K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 133 $10.9K <0.01% -1 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 133 $10.9K <0.01% +1 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 131 $10.8K <0.01% +31 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 128 $10.7K <0.01% +1 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 127 $10.5K <0.01% +13 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 125 $10.3K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 124 $10.2K <0.01% +48 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 123 $10.1K <0.01% +47 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 117 $9.64K <0.01% -7 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 116 $9.54K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 115 $9.48K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 111 $9.15K 0.01% -221 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 110 $9.06K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 107 $8.82K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 103 $8.56K <0.01% +6 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 103 $8.49K <0.01% new 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 100 $8.24K <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 100 $8.24K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 100 $8.24K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 100 $8.24K <0.01% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 100 $8.24K <0.01% new 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 100 $8.24K 0.01% 0 13F-HR Timeline Ninety One UK Ltd More: the full row for Ninety One UK Ltd 99 $8.16K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 99 $8.16K <0.01% -34 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 96 $7.91K <0.01% +16 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 86 $7.09K <0.01% -76 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 85 $7K <0.01% -7 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 85 $7K <0.01% -83 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 82 $6.76K <0.01% +14 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 77 $6.34K <0.01% -300 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 77 $6.34K <0.01% -14 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 73 $6.01K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 69 $6K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 70 $5.77K <0.01% +63 13F-HR/A Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 68 $5.6K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 63 $5.19K <0.01% +36 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 61 $5.03K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 55 $4.53K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 54 $4.41K <0.01% +1 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 51 $4.2K <0.01% -13 13F-HR/A Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 50 $4.12K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 50 $4.12K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 50 $4.12K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 49 $4.04K <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 47 $3.87K <0.01% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 47 $3.87K <0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 45 $3.71K <0.01% 0 13F-HR Timeline Group BAYBAN More: the full row for BAYBAN 42 $3.46K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 41 $3.38K <0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 38 $3.09K <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 37 $3.05K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 33 $3K <0.01% 0 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 35 $2.88K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 33 $2.72K <0.01% new 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 34 $2.69K <0.01% 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 31 $2.55K <0.01% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 30 $2.47K <0.01% new 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 25 $2.06K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 25 $2.06K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 24 $2.01K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 22 $2K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 24 $1.98K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 23 $1.9K <0.01% new 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 23 $1.9K <0.01% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 22 $1.81K <0.01% +5 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 21 $1.73K <0.01% 0 13F-HR/A Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 20 $1.65K <0.01% 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 19 $1.57K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 20 $1.41K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 17 $1.4K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 16 $1.32K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 15 $1.24K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 15 $1.19K <0.01% -27 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 14 $1.15K <0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 13 $1.07K <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 11 $907 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 10 $824 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 9 $742 <0.01% new 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 9 $742 <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 9 $742 <0.01% new 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 8 $659 <0.01% -26 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 7 $577 <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 7 $577 <0.01% -89 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6 $495 <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 6 $494 <0.01% -53 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 5 $424 <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5 $412 <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 5 $412 <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 4 $330 <0.01% new 13F-HR Timeline