Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 854 $263K 0.12% new 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 844 $260K 0.02% new 13F-HR Timeline Group Janney Capital Management LLC More: the full row for Janney Capital Management LLC 840 $259K 0.02% -436 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 833 $257K 0.01% +10 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 829 $255K 0.02% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 827 $255K 0.15% -124 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 826 $255K 0.07% -1 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 824 $254K 0.03% new 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 818 $252K 0.19% -382 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 818 $252K 0.01% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 813 $250K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 809 $249K 0.03% -8 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 808 $249K 0.01% new 13F-HR/A Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 804 $248K 0.04% -320 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 798 $246K 0.01% new 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 798 $246K 0.01% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 796 $245K 0.01% -6 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 792 $244K 0.02% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 789 $243K 0.09% +297 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 787 $243K 0.02% -151 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 779 $240K 0.13% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 778 $240K 0.04% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 776 $239K 0.1% -17 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 771 $238K 0.02% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 771 $238K 0.03% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 752 $237K 0.04% +22 13F-HR/A Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 731 $236K 0.11% -1,770 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 765 $236K 0.14% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 763 $235K 0.03% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 759 $234K 0.05% new 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 750 $231K 0.09% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 748 $230K 0.03% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 746 $230K 0.01% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 745 $230K 0.02% new 13F-HR Timeline Pinnacle Wealth Management, LLC More: the full row for Pinnacle Wealth Management, LLC 744 $229K 0.19% -4,908 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 733 $226K <0.01% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 728 $224K 0.04% -383 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 727 $224K 0.1% 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 723 $223K 0.01% new 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 720 $222K 0.01% +505 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 720 $222K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 719 $222K 0.02% +49 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 718 $221K 0.08% new 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 716 $221K 0.1% -107 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 711 $219K 0.01% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 711 $219K 0.16% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 707 $218K 0.02% new 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 705 $217K 0.03% new 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 703 $217K 0.01% -135 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 700 $216K 0.08% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 700 $216K 0.06% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 693 $214K 0.01% -22 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 692 $213K 0.01% new 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 685 $211K 0.08% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 684 $211K <0.01% -384 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 679 $209K 0.01% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 678 $209K 0.02% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 676 $208K 0.02% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 674 $208K 0.01% new 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 670 $206K 0.03% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 670 $206K 0.02% -142 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 669 $206K 0.06% new 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 669 $206K 0.07% new 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 667 $206K 0.07% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 667 $206K 0.05% new 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 664 $205K 0.14% new 13F-HR/A Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 664 $205K 0.01% new 13F-HR Timeline Group GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 664 $205K 0.1% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 660 $203K 0.01% new 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 653 $201K 0.03% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 650 $200K 0.02% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 638 $197K <0.01% +179 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 637 $191K 0.02% +101 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 609 $188K 0.01% -52 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 603 $186K 0.04% new 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 585 $180K 0.13% +70 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 583 $180K 0.01% +434 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 540 $166K 0.05% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 528 $163K 0.02% +84 13F-HR Timeline Bleichroeder LP More: the full row for Bleichroeder LP 525 $162K 0.04% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 511 $157K 0.13% +3 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 510 $157K 0.04% +7 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 501 $154K 0.02% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 500 $154K 0.11% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 496 $153K 0.05% +179 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 486 $150K 0.04% -5 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 480 $148K <0.01% -874 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 480 $148K 0.01% +55 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 418 $148K 0.05% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 425 $131K 0.07% -35 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 422 $131K 0.02% +22 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 420 $129K 0.05% +21 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 403 $124K <0.01% 0 13F-HR/A Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 402 $124K 0.03% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 398 $123K 0.15% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 397 $122K 0.02% +20 13F-HR Timeline Group Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 383 $118K 0.05% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 380 $117K 0.05% +161 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 368 $113K 0.02% +70 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 358 $110K 0.07% +17 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 358 $110K 0.01% +112 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 358 $110K <0.01% +54 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 404 $106K <0.01% +168 13F-HR Timeline MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 329 $101K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 325 $100K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 324 $99.8K 0.06% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 319 $98K 0.04% -201 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JNBA Financial Advisors More: the full row for JNBA Financial Advisors 318 $98K 0.01% -394 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 315 $97.1K <0.01% +76 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 304 $93.7K 0.01% +1 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 288 $88.7K 0.02% +10 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 283 $87.2K 0.04% -70 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 280 $86.3K 0.02% -25 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 277 $85.4K 0.06% +275 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 272 $83.8K 0.01% +59 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 262 $80.7K 0.02% +229 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 261 $80K 0.01% +32 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 258 $79.4K <0.01% -59 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 256 $79.2K 0.03% -78 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 250 $77K 0.1% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 237 $73.1K 0.02% +145 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 228 $70K 0.01% +115 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 223 $69K <0.01% +56 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 221 $68K 0.04% -115 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 214 $65.9K 0.01% -28 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 210 $64.7K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 209 $64.4K 0.01% +12 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 212 $64.4K 0.03% -10 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 206 $63K 0.09% new 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 200 $61.6K <0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 198 $61K <0.01% +36 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 193 $59.5K 0.04% -15 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 187 $57.6K 0.02% -24 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 183 $56.4K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 182 $56.1K 0.02% +8 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 180 $55.5K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 179 $55.2K <0.01% -1 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 176 $54.2K <0.01% +118 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 170 $52.4K 0.01% +53 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 164 $50.5K 0.01% +74 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 163 $50.4K <0.01% +62 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 155 $47.8K <0.01% +104 13F-HR/A Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 136 $41.9K 0.02% -303 13F-HR/A Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 135 $41.6K 0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 134 $41.3K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 131 $40.4K 0.01% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 130 $40.1K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 129 $39.8K 0.01% +82 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 127 $39.1K 0.04% +37 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 126 $38.8K 0.01% -1 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 124 $38.2K <0.01% +8 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 121 $37.3K 0.01% +21 13F-HR Timeline Quarry LP More: the full row for Quarry LP 116 $35.7K 0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 113 $34.8K 0.01% +12 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 108 $33.3K 0.02% new 13F-HR/A Timeline ORG Partners LLC More: the full row for ORG Partners LLC 106 $32.8K 0.01% +16 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 106 $32.7K 0.01% 0 13F-HR/A Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 103 $31.7K 0.05% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 103 $31.7K 0.02% +3 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 101 $31.1K <0.01% -11 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 101 $31.1K 0.02% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 100 $30.8K 0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $30.8K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 98 $30.2K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 81 $29.2K 0.01% -4 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 91 $28K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 85 $26.2K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 83 $25.6K 0.01% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 80 $25K 0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 81 $25K <0.01% +75 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 81 $25K 0.01% +10 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 79 $24.3K <0.01% -8 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 78 $24K 0.01% +5 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 75 $23.1K <0.01% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 72 $22.2K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 68 $21K <0.01% -12 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 67 $20.7K <0.01% -16 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 67 $20.6K 0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 65 $20K <0.01% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 75 $19.1K 0.01% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 60 $18.5K <0.01% -50 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 59 $18.2K 0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 58 $17K <0.01% +28 13F-HR/A Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 54 $17K <0.01% -4 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 55 $16.9K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 54 $16.6K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 54 $16.6K 0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 51 $15.7K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 50 $15.4K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 50 $15.4K <0.01% +8 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 49 $15.1K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 49 $15.1K 0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 49 $15.1K <0.01% -64 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 41 $14.9K 0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 48 $14.8K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 47 $14.5K <0.01% +2 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 47 $14.5K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 39 $14.2K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 47 $14K <0.01% +9 13F-HR Timeline Security National Bank More: the full row for Security National Bank 45 $13.9K <0.01% 0 13F-HR Timeline