PFG Investments, LLC More: the full row for PFG Investments, LLC 3,772 $307K 0.01% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,676 $299K 0.01% new 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 3,673 $299K 0.12% +82 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,655 $297K <0.01% -78 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3,652 $297K 0.06% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,630 $295K <0.01% -614 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LASALLE INVESTMENT MANAGEMENT SECURITIE… More: the full row for LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 3,621 $294K 0.01% -3,336 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 3,614 $294K 0.07% -358 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 3,597 $292K 0.04% +500 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,461 $281K 0.01% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,391 $276K 0.01% +436 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 3,389 $276K 0.13% 0 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,351 $272K 0.01% -2,821 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 3,288 $267K 0.09% +26 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,255 $265K <0.01% -388 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 3,240 $263K 0.03% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,236 $263K 0.03% +878 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,236 $263K 0.01% +600 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,222 $262K 0.02% +313 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,266 $260K 0.01% -692 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,250 $259K 0.02% -417 13F-HR Timeline BANK OZK More: the full row for BANK OZK 3,160 $257K 0.09% -25 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,021 $246K 0.06% -1,369 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,009 $245K 0.01% -143 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 3,000 $244K 0.02% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,965 $241K <0.01% -65 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,949 $240K 0.07% -9,051 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,942 $239K <0.01% +259 13F-HR Timeline Group RB Capital Management, LLC More: the full row for RB Capital Management, LLC 2,934 $239K 0.05% -167 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,930 $238K 0.01% +68 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 2,931 $238K 0.05% -1,356 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,926 $238K 0.01% new 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 2,892 $235K 0.02% +95 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,836 $231K 0.01% +111 13F-HR Timeline Group Aries Wealth Management More: the full row for Aries Wealth Management 2,829 $230K 0.05% 0 13F-HR Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 2,818 $229K -6,121 Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,813 $229K 0.02% -238 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,809 $228K 0.02% -242 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,801 $228K 0.03% new 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 2,778 $226K 0.07% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,770 $225K 0.05% -225 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,764 $225K 0.04% +258 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,761 $224K 0.02% +426 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,729 $222K <0.01% -103 13F-HR Timeline Group Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 2,726 $222K -3,323 Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,698 $219K 0.01% -129 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,660 $216K 0.07% +300 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,657 $216K 0.07% +12 13F-HR Timeline CADEN CAPITAL PARTNERS, LP More: the full row for CADEN CAPITAL PARTNERS, LP 2,636 $214K 2.64% +1,538 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,592 $211K 0.02% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,580 $210K 0.02% +227 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,570 $209K -536 Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 2,545 $207K 0.03% -3,218 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,543 $207K 0.06% 0 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,533 $206K <0.01% +130 13F-HR Timeline Group Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 2,502 $203K 0.08% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,501 $203K 0.01% -194 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,485 $202K <0.01% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,476 $201K 0.02% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 2,475 $201K 0.15% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,476 $200K <0.01% +78 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,389 $194K 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 2,230 $181K 0.01% +739 13F-HR/A Timeline Group Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 2,061 $168K 0.01% 0 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 1,937 $158K 0.01% -429 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,913 $156K 0.17% -551 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,866 $152K <0.01% -1,429 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,864 $152K <0.01% +873 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,781 $145K 0.02% -16 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,779 $145K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,618 $132K 0.08% -6 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,609 $131K 0.01% -1,499 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 1,604 $130K 0.06% +338 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 1,593 $130K 0.09% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,556 $127K <0.01% +30 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1,455 $124K 0.09% +858 13F-HR/A Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,488 $121K <0.01% +138 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,465 $119K 0.02% -524 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,337 $109K <0.01% +197 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,201 $104K <0.01% -691 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,204 $97.9K 0.02% -220 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,197 $96.8K 0.06% -54 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,170 $95.1K 0.04% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,165 $94.7K <0.01% +18 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,048 $91.8K 0.04% -230 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,089 $88.5K 0.03% +523 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,084 $88.2K 0.02% +3 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 1,020 $82.9K 0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 978 $79.5K 0.02% +192 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 974 $79.2K <0.01% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 950 $77.2K <0.01% 0 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 936 $76.1K <0.01% -7 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 919 $74.7K <0.01% -60 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 900 $73K 0.02% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 895 $73K 0.05% -490 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 895 $72.8K 0.01% +21 13F-HR Timeline Muzinich & Co., Inc. More: the full row for Muzinich & Co., Inc. 892 $72.5K 0.03% +570 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 886 $72K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 750 $61K <0.01% 0 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 750 $61K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 696 $60.3K <0.01% -5 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 741 $60.3K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 709 $57.6K 0.02% +89 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 517 $53.9K 0.03% +9 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 645 $52.4K 0.03% -25 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 642 $52.2K <0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 629 $51K 0.01% -7,493 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 626 $50.9K 0.01% -83 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 617 $50.2K <0.01% -240 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 607 $49.4K 0.01% +7 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 578 $47K 0.01% -13,674 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 570 $46.3K 0.02% +50 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 550 $44.7K <0.01% -40 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 548 $44.6K 0.01% -5 13F-HR Timeline BAYBAN More: the full row for BAYBAN 545 $44.3K 0.04% +45 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 544 $44.2K 0.01% +4 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 538 $43.7K <0.01% -17 13F-HR Timeline CNB Bank More: the full row for CNB Bank 530 $43.1K 0.02% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 532 $43K <0.01% +57 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 525 $42.7K 0.01% -77 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 523 $42.5K 0.01% +49 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 522 $42.4K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 516 $42K <0.01% -1,999 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 515 $41.6K <0.01% -83 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 511 $41.5K 0.02% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 498 $40.5K 0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 488 $39.7K 0.01% +75 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 497 $39.6K 0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 461 $37.5K <0.01% -6,014 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 437 $35.5K <0.01% -808 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 434 $35.3K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 425 $35K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 420 $34.1K 0.01% +2 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 414 $33.7K <0.01% -2,059 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 409 $33.3K <0.01% -495 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 400 $32.5K 0.02% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 398 $32.4K 0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 384 $31.2K <0.01% -19,590 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 344 $30.6K <0.01% +69 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 375 $30.5K 0.02% +134 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 375 $30.5K <0.01% -478 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 374 $30.4K 0.02% -35 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 372 $30.3K 0.03% -65 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 360 $29.3K 0.01% 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 353 $28.7K 0.02% +203 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 350 $28.5K 0.01% +280 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 347 $28.2K 0.01% -522 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 338 $27.5K <0.01% -1,217 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 331 $27K <0.01% -307 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 320 $26K <0.01% -76 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 311 $25.2K 0.03% +5 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 300 $24.4K <0.01% -800 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 300 $24.4K <0.01% 0 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 301 $24K <0.01% +1 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 290 $23.6K <0.01% -94 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 278 $22.6K 0.01% +200 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 275 $22.4K 0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 271 $22K <0.01% +4 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 276 $22K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 275 $22K 0.01% +4 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 281 $21K <0.01% -10 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 254 $21K 0.01% -320 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 253 $20.6K <0.01% +48 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 253 $20.6K <0.01% +27 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 250 $20.3K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 250 $20.3K 0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 249 $20.2K <0.01% -8 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 249 $20.2K 0.01% -75 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 245 $19.9K <0.01% -409 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 243 $19.8K <0.01% -232 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 242 $19.7K <0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 230 $18.7K 0.01% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 225 $18.3K 0.02% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 219 $17.8K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 215 $17.5K 0.01% -48 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 212 $17.2K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 211 $17.2K <0.01% -5 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 206 $16.8K 0.02% -8 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 199 $16.2K <0.01% +86 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 195 $15.9K <0.01% -122 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 195 $15.8K <0.01% +9 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 192 $15.6K <0.01% -19 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 191 $15.5K <0.01% +5 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 187 $15.2K <0.01% -14 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 179 $14.6K 0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 176 $14.3K 0.01% +18 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 175 $14.2K 0.01% -4 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 175 $14.2K <0.01% +2 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 167 $13.6K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 165 $13.4K <0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 160 $13K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 155 $12.6K <0.01% -4 13F-HR/A Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 152 $12.4K <0.01% +2 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 152 $12.4K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 150 $12.2K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 148 $12K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 147 $12K <0.01% +93 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 145 $11.8K <0.01% -19 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 129 $11.6K <0.01% +31 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 140 $11.4K <0.01% 0 13F-HR Timeline