Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 5,075 $208K 0.1% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,053 $207K <0.01% -1,154 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 5,028 $206K 0.01% -254 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 5,009 $205K 0.09% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 4,967 $204K 0.04% +4 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,878 $196K 0.02% -596 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,652 $191K 0.03% +2,967 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,119 $190K 0.08% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,588 $188K 0.14% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 4,544 $186K <0.01% -4,232 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 4,475 $183K 0.08% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,433 $182K 0.01% +113 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,404 $180K <0.01% -518 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 4,311 $177K 0.01% -242 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,291 $176K 0.01% +658 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,915 $160K 0.02% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,500 $143K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 3,493 $143K <0.01% -137 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,397 $139K <0.01% +1,233 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,377 $138K 0.01% +203 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,327 $136K <0.01% +144 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LRI Investments, LLC More: the full row for LRI Investments, LLC 3,292 $135K 0.01% +62 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,215 $132K 0.01% +61 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,212 $132K 0.03% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,155 $129K 0.06% -355 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,141 $129K 0.02% -5,947 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,095 $127K 0.01% -81 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 3,090 $124K <0.01% +182 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,932 $120K 0.05% +42 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,421 $118K <0.01% +368 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,002 $112K <0.01% +411 13F-HR Timeline CAAS CAPITAL MANAGEMENT LP More: the full row for CAAS CAPITAL MANAGEMENT LP 2,650 $109K 0.05% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,606 $107K <0.01% +746 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,427 $106K 0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,511 $103K 0.01% +1,016 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 2,464 $101K 0.07% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,404 $98.5K <0.01% -49 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,260 $92.6K <0.01% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,178 $89.2K <0.01% -509 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,175 $89.1K <0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,080 $85.2K <0.01% -578 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,000 $81.9K <0.01% -43 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,883 $77.1K 0.01% +56 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,879 $77K <0.01% +56 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,879 $77K 0.01% +1,320 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,800 $73.7K 0.04% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,749 $71.7K 0.02% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,624 $66.5K <0.01% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,612 $66K 0.01% +337 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,611 $66K 0.03% -99 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,564 $64K 0.04% -1,057 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,479 $60.6K <0.01% -33 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,456 $59.7K 0.04% +28 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,398 $57.3K 0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,334 $54.7K 0.02% +198 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,334 $54.7K 0.03% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,331 $54.5K 0.03% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,319 $54K <0.01% +17 13F-HR Timeline Group LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 1,311 $54K <0.01% -701 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,300 $53.3K 0.01% +1,000 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,230 $50.4K 0.01% -241 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 1,190 $48.8K 0.02% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1,167 $47.8K 0.03% 0 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,161 $47.6K 0.04% +861 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,135 $46.5K <0.01% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,132 $46K 0.02% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,106 $45.3K <0.01% new 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 943 $38.6K <0.01% +100 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 935 $38.3K 0.01% 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 828 $33.9K 0.03% -239 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 730 $30K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 713 $29.2K <0.01% -214 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 687 $28.1K 0.01% +99 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 681 $27.9K <0.01% -40 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 678 $27.8K <0.01% +334 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 630 $27.6K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 644 $26.4K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 638 $26K <0.01% +67 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 598 $24.5K 0.01% -9 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 588 $24.1K 0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 605 $24K <0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 553 $22.7K 0.02% -27 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 551 $22.6K <0.01% +1 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 550 $22.5K 0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 500 $20.5K 0.02% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 475 $19.5K <0.01% +158 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 460 $18.8K <0.01% +59 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 457 $18.7K <0.01% 0 13F-HR/A Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 427 $17.5K <0.01% +165 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 414 $17K <0.01% new 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 389 $15.9K 0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 378 $15.5K 0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 364 $14.9K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 324 $14.8K 0.01% +3 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 352 $14.4K <0.01% +158 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 350 $14.3K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 349 $14.3K <0.01% +40 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 349 $14.3K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 346 $14.2K 0.01% +255 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 325 $13.3K <0.01% 0 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 309 $12.7K <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 300 $12.3K 0.24% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 272 $11.1K <0.01% 0 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 270 $11.1K 0.01% -6 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 265 $10.9K <0.01% +82 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 256 $10.5K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 251 $10.3K 0.01% +1 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 250 $10.2K 0.01% 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 259 $10.2K <0.01% +3 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 246 $10K <0.01% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 238 $9.75K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 231 $9.46K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 230 $9.42K 0.01% -12 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 227 $9.29K 0.01% -82 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 218 $8.93K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 236 $8.61K <0.01% +133 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 209 $8.56K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 205 $8.4K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 201 $8.23K 0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 200 $8.19K <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 200 $8.19K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 198 $8.09K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 176 $7.21K <0.01% +5 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 173 $7.09K 0.04% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 170 $6.96K <0.01% -1,000 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 166 $6.8K <0.01% -3 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 160 $6.56K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 159 $6.51K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 145 $5.94K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 144 $5.9K <0.01% 0 13F-HR/A Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 143 $5.84K <0.01% +2 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 137 $5.61K <0.01% -313 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 132 $5.41K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 53 $5.12K <0.01% -131 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 123 $5K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 121 $4.96K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 119 $4.88K <0.01% -423 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 116 $4.75K <0.01% +43 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 114 $4.66K <0.01% -24 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 112 $4.59K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 110 $4.51K <0.01% new 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 109 $4.47K <0.01% -780 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 100 $4.1K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 104 $4K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 92 $3.77K <0.01% -53 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 92 $3.77K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 91 $3.73K <0.01% 0 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 90 $3.69K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 84 $3.44K <0.01% +6 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 83 $3.4K <0.01% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 79 $3.24K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 75 $3.07K <0.01% +6 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 75 $3.07K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 75 $3.07K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 70 $2.87K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 69 $2.83K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 69 $2.81K 0.01% -9 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 67 $2.75K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 67 $2.75K <0.01% -4 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 64 $2.62K <0.01% +32 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 61 $2.5K <0.01% +3 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 57 $2.49K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 59 $2.42K <0.01% +7 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 54 $2.21K <0.01% -40 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 53 $2.17K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 51 $2.09K <0.01% +10 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 50 $2.05K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 49 $2.01K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 48 $1.98K <0.01% -31 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 47 $1.91K <0.01% new 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 46 $1.89K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 46 $1.89K <0.01% +12 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 44 $1.8K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 44 $1.8K <0.01% -16 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 44 $1.8K <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 43 $1.76K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 38 $1.56K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 37 $1.52K <0.01% -77 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 35 $1.43K <0.01% -35 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 32 $1.31K <0.01% -54 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 30 $1.23K <0.01% new 13F-HR/A Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 32 $1.2K <0.01% +21 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 29 $1.15K <0.01% +1 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 27 $1.09K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 25 $1.02K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 25 $1.02K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5 $1K <0.01% 0 13F-HR Timeline Group JDM Financial Group LLC More: the full row for JDM Financial Group LLC 23 $942 <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 22 $901 <0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 20 $819 <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 20 $819 <0.01% -4 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 20 $819 <0.01% +8 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 18 $737 <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 17 $697 <0.01% -41 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 17 $696 <0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 14 $574 <0.01% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 14 $559 <0.01% +4 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 13 $533 <0.01% +9 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 12 $492 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 10 $410 <0.01% 13F-HR Timeline