UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,452 $340K <0.01% new 13F-HR Timeline Group Trajan Wealth LLC More: the full row for Trajan Wealth LLC 1,450 $339K 0.01% -166 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,442 $337K 0.03% new 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,440 $337K 0.13% new 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 1,438 $336K 0.14% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,439 $331K 0.03% new 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,411 $330K 0.02% new 13F-HR Timeline Ausbil Investment Management Ltd More: the full row for Ausbil Investment Management Ltd 1,408 $329K 0.19% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,399 $327K 0.12% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,394 $326K <0.01% -22 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,385 $324K 0.01% -39 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,370 $320K 0.04% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,365 $319K 0.06% new 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 1,364 $319K 0.01% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,364 $319K <0.01% new 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 1,357 $317K 0.19% -262 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,348 $316K 0.05% new 13F-HR Timeline Group 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,341 $314K 0.11% -418 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 1,336 $312K 0.26% 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,322 $309K 0.01% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,291 $302K 0.02% new 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 1,287 $301K 0.06% -644 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,266 $298K 0.02% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 1,268 $297K <0.01% -48,747 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,246 $291K 0.01% new 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 1,245 $291K 0.24% 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 1,245 $291K 0.1% -486 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,134 $288K 0.03% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,222 $286K 0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,204 $282K <0.01% +668 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 1,195 $279K 0.17% 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,180 $276K 0.01% new 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 1,170 $274K <0.01% new 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 1,162 $272K 0.08% +185 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,152 $269K 0.03% -1,047 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 1,139 $266K <0.01% new 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 690 $265K 0.03% new 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 1,124 $263K 0.01% new 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 1,123 $263K 0.2% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,122 $262K 0.09% 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,119 $262K 0.06% new 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,111 $260K 0.02% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 1,106 $259K 0.01% new 13F-HR Timeline Group Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 1,100 $257K 0.05% -2,584 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,099 $257K 0.02% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,088 $254K 0.01% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,071 $250K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,070 $250K 0.03% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,065 $249K 0.02% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,062 $248K 0.01% +714 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,055 $247K 0.01% +68 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,044 $244K 0.12% -510 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,041 $243K 0.01% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,040 $243K <0.01% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,037 $243K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,002 $239K 0.01% +425 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,016 $238K <0.01% -119 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 1,000 $234K 0.14% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,000 $234K 0.01% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 990 $232K <0.01% -2,315 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,000 $231K 0.12% 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 977 $228K <0.01% new 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 975 $228K 0.09% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 972 $227K 0.02% 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 952 $223K <0.01% new 13F-HR Timeline EQ LLC More: the full row for EQ LLC 950 $222K 0.06% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 948 $222K <0.01% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 935 $219K 0.03% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 924 $216K <0.01% -88 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 903 $211K 0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 889 $208K 0.14% -464 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 887 $207K 0.04% new 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 880 $206K 0.02% -48 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 856 $200K <0.01% -2,110 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 835 $195K <0.01% -18 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 800 $187K 0.02% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 800 $187K 0.05% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 783 $183K 0.01% -120 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 781 $183K <0.01% -326 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 779 $182K 0.01% +45 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 756 $177K 0.02% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 737 $173K <0.01% +97 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 714 $167K <0.01% new 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 710 $166K <0.01% +63 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 666 $156K 0.02% +166 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 645 $151K 0.03% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 561 $131K <0.01% +101 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 510 $119K <0.01% +198 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 497 $116K 0.04% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 485 $113K 0.03% new 13F-HR/A Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 462 $108K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 452 $106K 0.03% +38 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 406 $95K <0.01% +206 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 370 $86.5K 0.02% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 367 $85.8K 0.02% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 366 $85.6K 0.01% -688 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 365 $85.4K 0.01% +3 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 357 $83.5K 0.04% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 327 $83.1K <0.01% 0 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 346 $82.7K <0.01% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 333 $77.9K <0.01% -102 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 331 $77.5K 0.01% +280 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 312 $73K 0.02% 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 309 $72.3K 0.05% 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 298 $69.7K 0.01% 13F-HR Timeline Quarry LP More: the full row for Quarry LP 292 $68.3K 0.01% -878 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 291 $68.1K <0.01% -18 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 277 $64.8K <0.01% +9 13F-HR Timeline Positano Wealth Management Ltd More: the full row for Positano Wealth Management Ltd 260 $60.8K 0.05% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 250 $58.5K 0.01% new 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 250 $58.5K <0.01% -750 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 237 $55.5K 0.01% -382 13F-HR Timeline Group Torren Management, LLC More: the full row for Torren Management, LLC 226 $52.9K 0.03% 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 213 $49.8K <0.01% 0 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 212 $49.6K <0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 209 $48.9K <0.01% 0 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 206 $47.6K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 200 $46.8K 0.03% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 192 $44.9K <0.01% -108 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 179 $42K 0.02% -6 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 171 $40K 0.01% 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 171 $40K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 165 $38.6K 0.02% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 161 $38K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 157 $36.7K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 156 $36.5K 0.01% -64 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 154 $36K 0.01% +48 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 150 $35.1K 0.01% +10 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 149 $34.8K 0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 141 $33K 0.01% -5 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 135 $31.6K <0.01% +32 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 132 $30.9K <0.01% +35 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 126 $29.5K <0.01% +3 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 110 $25.7K <0.01% +34 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 106 $24.8K <0.01% +44 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 100 $23.4K 0.01% -50 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 100 $23.4K <0.01% 0 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 99 $23.2K <0.01% -110 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 96 $22.5K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 87 $20.3K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 86 $20.1K <0.01% +86 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 86 $20.1K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 76 $19.3K <0.01% +49 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 78 $18.2K 0.01% new 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 75 $17.5K 0.01% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 74 $17.3K <0.01% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 70 $16.4K <0.01% 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 68 $15.9K <0.01% 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 68 $15.8K 0.02% 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 65 $15.2K <0.01% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 65 $15K <0.01% new 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 64 $15K <0.01% 0 13F-HR/A Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 59 $14.1K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 56 $13.1K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 56 $13.1K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 53 $12.4K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 51 $11.9K <0.01% +4 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 45 $10.5K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 44 $10.3K <0.01% +39 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 44 $10.3K <0.01% +22 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 43 $10.1K <0.01% 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 43 $10.1K <0.01% +3 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 44 $10K <0.01% +27 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 42 $9.82K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 41 $9.59K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 40 $9.36K <0.01% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 39 $9.12K 0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 38 $8.89K <0.01% +19 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 35 $8.19K <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 34 $7.95K <0.01% 13F-HR/A Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 32 $7.48K <0.01% 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 28 $6.55K 0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 27 $6K <0.01% +5 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 25 $5.85K <0.01% +8 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 25 $5.85K <0.01% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 25 $5.85K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 24 $5.61K <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 24 $5.61K <0.01% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 24 $5.61K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 23 $5.38K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 22 $5.14K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 21 $4.91K <0.01% +2 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 21 $4.91K <0.01% 13F-HR/A Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 20 $4.68K <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 20 $4.68K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 19 $4.44K <0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 19 $4.44K <0.01% +1 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 19 $4.44K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 19 $4K <0.01% new 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 17 $3.98K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 17 $3.98K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 16 $3.74K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 14 $3.27K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 14 $3.27K <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 14 $3.27K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 14 $3.27K <0.01% -1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 14 $3.27K <0.01% +5 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 14 $3.27K <0.01% +5 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 14 $3.27K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 12 $2.81K <0.01% -10 13F-HR Timeline Group