Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,680 $241K 0.01% +2 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,666 $239K <0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,663 $239K 0.03% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,656 $238K 0.02% new 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 1,653 $238K 0.08% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,652 $237K 0.06% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,640 $236K 0.01% +17 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,632 $235K 0.02% new 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 1,617 $232K 0.12% +9 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,614 $232K 0.02% +2 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,611 $232K 0.05% 0 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,603 $230K 0.01% -965 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,571 $227K 0.01% -568 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,566 $225K 0.01% -2 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,562 $224K 0.01% +74 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 1,547 $222K 0.03% -246 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,550 $222K 0.01% -249 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,544 $221K 0.04% 0 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 1,526 $219K <0.01% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,523 $219K 0.01% -125 13F-HR Timeline Group Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,520 $218K 0.13% 0 13F-HR/A Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,510 $218K 0.04% 0 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,512 $217K 0.02% +9 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 1,510 $217K 0.01% -237 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,504 $216K 0.11% 0 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 1,500 $216K 0.1% -60 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,494 $215K 0.01% new 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 1,487 $214K 0.06% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,484 $213K 0.01% +65 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,469 $211K 0.03% -78 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,467 $211K 0.02% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,462 $210K 0.05% new 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 1,462 $210K 0.05% new 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 1,458 $210K 0.02% new 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,455 $209K 0.04% new 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 1,441 $207K 0.01% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,479 $206K 0.01% +42 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,430 $205K 0.04% 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,403 $202K 0.01% new 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 1,403 $202K 0.02% new 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 1,400 $201K 0.04% new 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,358 $195K 0.03% +1,116 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,298 $188K 0.01% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. State of Wyoming More: the full row for State of Wyoming 1,260 $181K 0.02% -134 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,259 $181K 0.01% +110 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,236 $178K <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,227 $176K <0.01% -48 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,225 $176K 0.01% -3,502 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,210 $174K 0.02% -825 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,207 $171K <0.01% -283 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,173 $169K <0.01% +45 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,125 $162K <0.01% -15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,116 $159K <0.01% +381 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,075 $154K 0.01% -555 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,058 $152K 0.02% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,057 $152K 0.03% +741 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,001 $144K <0.01% +216 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 959 $138K 0.17% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 921 $133K 0.01% +3 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 884 $127K 0.01% 0 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 763 $110K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 760 $109K <0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 747 $107K 0.05% +647 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 703 $101K 0.02% +69 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 700 $101K 0.07% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 686 $98.6K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 671 $97K 0.06% -817 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 671 $96.4K <0.01% -9 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 667 $95.8K <0.01% +103 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 661 $95K 0.06% -12 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 630 $90.5K 0.02% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 610 $87.7K 0.01% -23 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 600 $86.2K 0.03% -137 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 587 $84K 0.04% -96 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 554 $79.6K <0.01% -188 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 549 $78.9K 0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 543 $78K <0.01% -345 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 530 $76.2K 0.01% 0 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 500 $71.8K <0.01% new 13F-HR Timeline Group Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 500 $71.8K 0.06% 13F-HR/A Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 492 $70.7K 0.06% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 479 $68.8K <0.01% -195 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 475 $68.6K 0.04% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 463 $66.5K <0.01% -1 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 440 $63.2K 0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 430 $61.8K 0.02% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 415 $59.6K <0.01% +173 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 400 $57.8K 0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 400 $57.5K 0.01% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 390 $56K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 384 $55.2K <0.01% -9 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 372 $53.5K <0.01% -66 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 358 $51.4K <0.01% +138 13F-HR Timeline Group Kentucky Trust Co More: the full row for Kentucky Trust Co 358 $51.4K 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 352 $50.6K <0.01% -100 13F-HR Timeline Group McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 348 $50K 0.14% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 327 $48.3K 0.02% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 335 $48.1K <0.01% +205 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 315 $45.3K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 315 $45.3K 0.02% +10 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 313 $45K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 303 $43.5K 0.04% 13F-HR/A Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 300 $43.1K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 298 $42.8K 0.02% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 294 $42K 0.01% +35 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 267 $38.4K 0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 261 $37.5K 0.01% new 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 250 $35.9K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 225 $32.3K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 215 $30.9K <0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 215 $30.9K 0.02% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 215 $30.9K 0.02% -30 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 250 $29.5K 0.02% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 200 $28.7K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 195 $28.2K 0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 186 $27K <0.01% new 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 187 $26.9K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 185 $26.6K 0.01% +28 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 179 $25.7K <0.01% +4 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 156 $22.4K 0.01% +31 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 153 $22K <0.01% +2 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 155 $22K 0.02% -14 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 153 $22K <0.01% +4 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 161 $21.8K <0.01% -3 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 146 $21K <0.01% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 144 $20.8K <0.01% 0 13F-HR/A Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 144 $20.7K <0.01% +64 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 136 $19.5K 0.02% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 137 $18.8K 0.01% -51 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 137 $18.8K 0.01% -51 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 129 $18.5K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 128 $18.4K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 124 $17.8K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 123 $17.7K 0.01% +114 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 116 $16.9K <0.01% -39 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 115 $16.5K <0.01% +25 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 110 $16K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 107 $15.4K <0.01% -14 13F-HR Timeline Trust Co More: the full row for Trust Co 105 $15.1K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 101 $14.5K <0.01% -49 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 100 $14.4K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 99 $14.2K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 98 $14.1K <0.01% +1 13F-HR Timeline Group Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 100 $14K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 94 $13.5K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 88 $12.6K <0.01% -10 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 84 $12.1K <0.01% +1 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 81 $11.7K <0.01% -3 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 80 $11.5K 0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 77 $11.1K <0.01% +5 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 75 $10.8K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 73 $10.5K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 68 $10K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 69 $9.91K 0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 68 $9.83K <0.01% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 68 $9.77K 0.01% 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 65 $9.34K 0.01% 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 60 $8.62K <0.01% +27 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 60 $8.62K <0.01% 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 57 $8.19K <0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 55 $7.9K 0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 54 $7.76K <0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 52 $7.47K <0.01% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 52 $7.47K <0.01% new 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 52 $7.47K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 50 $7.18K <0.01% 0 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 50 $7.18K <0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 48 $6.9K <0.01% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 47 $6.75K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 44 $6.32K <0.01% new 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 44 $6.32K <0.01% -3 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 43 $6.18K <0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 40 $5.75K <0.01% 0 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 40 $5.75K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 40 $5.75K <0.01% +11 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 36 $5.17K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 35 $5.12K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 39 $5K <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 33 $5K <0.01% +32 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 32 $4.6K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 32 $4.6K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 31 $4.46K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 30 $4.31K <0.01% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 28 $4.1K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 27 $3.88K <0.01% 0 13F-HR Timeline Group WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 26 $3.74K <0.01% +8 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 25 $3.59K <0.01% +9 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 24 $3.45K <0.01% +2 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 23 $3.35K <0.01% -132 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 23 $3.31K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 23 $3.31K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 21 $3.02K <0.01% -1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 20 $2.87K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 19 $2.73K <0.01% 0 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 17 $2.44K <0.01% new 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 16 $2.3K 0.01% 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 14 $2.01K <0.01% -852 13F-HR/A Timeline Avion Wealth More: the full row for Avion Wealth 14 $2K <0.01% +5 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 13 $1.88K <0.01% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 13 $1.87K <0.01% 0 13F-HR Timeline