BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,973 $191K <0.01% +3 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,808 $175K 0.03% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,806 $175K <0.01% -15 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,787 $173K 0.08% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,685 $163K <0.01% -2 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,632 $158K 0.02% +3 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,579 $153K 0.04% -378 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,573 $153K <0.01% +302 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 1,559 $151K 0.06% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,538 $149K 0.02% +1 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 1,440 $140K 0.06% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,400 $136K 0.05% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,395 $135K <0.01% +318 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 1,392 $135K 0.05% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,390 $135K 0.03% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,233 $119K <0.01% new 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,222 $118K 0.01% -5 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,213 $118K 0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,200 $116K 0.09% -1,770 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,164 $113K 0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,100 $107K 0.06% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,081 $105K 0.02% -2 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,077 $104K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,057 $102K 0.06% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,015 $98.3K 0.01% +37 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,002 $97K <0.01% +75 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 990 $95.9K <0.01% -1,256 13F-HR Timeline Group USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 939 $91K 0.02% 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 900 $87.9K 0.02% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 890 $86.2K 0.03% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 880 $85.3K 0.04% +39 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 876 $84.9K 0.02% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 867 $84K 0.01% -135 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 850 $82.3K 0.02% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 841 $81.4K 0.01% +6 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 839 $81.3K 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. 837 $81.1K 0.01% -15 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 834 $80.8K <0.01% +25 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 800 $77.5K 0.02% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 800 $77.5K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 788 $76K 0.01% -83 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 750 $72.7K <0.01% -100 13F-HR Timeline Group Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 750 $72.7K 0.05% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 691 $66.9K <0.01% -39 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 671 $65K 0.01% +257 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 659 $63.8K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 653 $63.3K 0.02% -15 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 645 $62.5K <0.01% -89 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 643 $62.3K 0.04% -18 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 623 $60.4K <0.01% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. 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More: the full row for Bernard Wealth Management Corp. 400 $38.8K 0.01% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 400 $38.8K 0.03% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 391 $37.9K 0.02% 0 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 375 $36.3K <0.01% 0 13F-HR Timeline Group Align Financial, LLC More: the full row for Align Financial, LLC 368 $35.7K 0.02% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 350 $33.9K 0.01% 0 13F-HR/A Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 340 $32.9K <0.01% +255 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 340 $32.9K 0.02% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 329 $31.9K 0.01% +248 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 314 $30.4K <0.01% -8 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 301 $29.1K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 296 $28.7K <0.01% 0 13F-HR Timeline Group Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 290 $28.6K 0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. 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More: the full row for Evolution Advisers, Inc. 283 $27K 0.01% +5 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 275 $26.6K <0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 275 $26.6K 0.01% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 271 $26.3K <0.01% -2 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 270 $26.2K <0.01% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 258 $25K <0.01% new 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 260 $24.4K <0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 250 $24.2K 0.01% -200 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 243 $23.6K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 240 $23.3K <0.01% -21 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 237 $23K 0.01% -23,531 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 235 $22.8K <0.01% -7 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 235 $22.8K 0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 227 $22K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 201 $19.5K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. 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More: the full row for Physician Wealth Advisors, Inc. 179 $17.3K <0.01% +53 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 167 $16.2K <0.01% +23 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 163 $15.8K 0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 162 $15.7K <0.01% -2 13F-HR Timeline LANARK FINANCIAL, INC. 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More: the full row for First Command Advisory Services, Inc. 141 $13.7K <0.01% +25 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 137 $13.3K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 136 $13.2K <0.01% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 135 $13.1K <0.01% +60 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 135 $13.1K <0.01% +17 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 135 $13.1K 0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 130 $12.6K <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 130 $12.6K 0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 127 $12.3K 0.01% +65 13F-HR/A Timeline Sachetta, LLC More: the full row for Sachetta, LLC 126 $12.2K 0.01% +37 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 125 $12.1K 0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 122 $11.8K -2,474 Timeline Covestor Ltd More: the full row for Covestor Ltd 110 $11K 0.01% +10 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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More: the full row for Kemnay Advisory Services Inc. 100 $9.69K <0.01% +5 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 100 $9.69K 0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 100 $9.69K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 98 $9.49K <0.01% +27 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 94 $9.1K <0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 90 $8.72K 0.01% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 84 $8.14K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 81 $7.85K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 80 $7.75K <0.01% +32 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 80 $7.75K <0.01% 0 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 80 $7.71K <0.01% +1 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 76 $7.36K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. 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More: the full row for SJS Investment Consulting Inc. 67 $6.49K <0.01% +49 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 63 $6.1K <0.01% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 62 $6.01K <0.01% +21 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 61 $5.91K <0.01% +33 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 60 $5.81K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 58 $5.62K <0.01% -415 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 56 $5.42K <0.01% +11 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 55 $5.33K <0.01% +16 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 52 $5.04K <0.01% -64 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 51 $4.91K <0.01% +1 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 46 $4.46K <0.01% +4 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 45 $4.36K <0.01% 0 13F-HR Timeline Group GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 44 $4.26K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 44 $4.26K <0.01% +11 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 44 $4.26K <0.01% +15 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 43 $4.17K <0.01% -4 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 42 $4.07K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 39 $3.78K <0.01% +24 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 39 $3.78K <0.01% +10 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 38 $3.72K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 38 $3.68K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 37 $3.58K <0.01% new 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 37 $3.58K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 36 $3.49K <0.01% +4 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 34 $3.29K <0.01% +3 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. 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