EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,735 $256K 0.06% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,734 $256K 0.01% +172 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,724 $255K 0.05% +15 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,723 $255K 0.01% +200 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 1,928 $253K 0.01% +12 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 1,707 $252K 0.14% new 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 1,694 $250K 0.04% -48 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 1,688 $249K 0.03% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,685 $249K 0.19% -58 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 1,680 $248K 0.11% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,679 $248K 0.02% -25 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,678 $248K 0.01% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,675 $247K 0.02% +61 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,666 $246K <0.01% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,666 $246K 0.01% -17 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 1,664 $246K 0.11% -140 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,663 $246K 0.04% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,662 $246K <0.01% -33 13F-HR Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,658 $245K 0.12% new 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 1,653 $244K 0.08% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,652 $244K 0.06% 0 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 1,627 $240K 0.12% +10 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,625 $240K 0.01% -15 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 1,603 $237K 0.07% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,601 $237K 0.01% +30 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 1,600 $236K 0.06% -109 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,599 $236K 0.16% +928 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,596 $236K 0.01% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,566 $231K 0.01% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,552 $231K 0.06% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,552 $229K <0.01% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,551 $229K 0.01% +1 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,527 $226K 0.02% -105 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,510 $224K 0.04% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,517 $224K 0.03% -598 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,512 $223K 0.04% -32 13F-HR Timeline Group DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,504 $222K 0.11% 0 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,503 $222K 0.02% -9 13F-HR/A Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 1,500 $222K 0.11% 0 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 1,499 $221K 0.01% -3,381 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,495 $221K 0.02% -254 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 1,487 $220K 0.06% 0 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 1,485 $219K 0.16% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,484 $219K 0.01% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,471 $218K 0.01% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,472 $217K 0.01% new 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,472 $217K 0.03% +5 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,469 $217K 0.04% +14 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,467 $217K 0.01% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,546 $216K 0.01% +67 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 1,458 $215K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,445 $213K 0.01% +186 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,437 $212K 0.05% -32 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,424 $210K 0.05% -6 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,418 $209K 0.03% +60 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,403 $207K 0.01% 0 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 1,403 $207K 0.03% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,397 $206K 0.01% -2,426 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,369 $202K 0.01% new 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 1,367 $202K 0.11% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,479 $202K 0.04% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,364 $201K 0.08% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,320 $195K 0.01% -858 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,299 $193K 0.01% +1 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,275 $188K <0.01% +48 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,273 $188K <0.01% +100 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,236 $183K <0.01% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,219 $180K 0.07% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,210 $179K 0.02% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,100 $162K 0.04% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,063 $157K 0.02% +5 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 929 $137K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 910 $135K 0.01% -11 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 887 $131K <0.01% -114 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 826 $122K 0.01% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 941 $120K <0.01% -266 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 763 $113K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 754 $111K <0.01% -6 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 747 $110K 0.05% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 751 $110K <0.01% -365 13F-HR Timeline Group Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 732 $108K 0.02% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 700 $103K 0.07% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 686 $101K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 671 $99.1K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 660 $97.5K 0.02% -951 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 634 $93.7K 0.01% -69 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 630 $93.1K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 613 $90.6K <0.01% -512 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PSI Advisors, LLC More: the full row for PSI Advisors, LLC 600 $88.6K 0.03% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 552 $81.5K <0.01% +137 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 551 $81.4K <0.01% +216 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 550 $81.2K 0.01% -675 13F-HR Timeline Group ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 549 $81.1K 0.02% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 547 $80.7K 0.05% -114 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 543 $80.2K <0.01% +64 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 530 $78.3K 0.02% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 527 $77.8K <0.01% new 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 500 $73.9K 0.07% 0 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 492 $72.7K 0.05% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 485 $72.1K 0.05% +10 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 476 $70.3K 0.01% +429 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 462 $68.2K <0.01% -1 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 440 $65K 0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 430 $63.5K 0.02% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 400 $59.4K 0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 390 $58K 0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 452 $57K 0.04% -135 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 383 $56.6K <0.01% -1 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 372 $55K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 358 $52.9K 0.03% 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 352 $52K <0.01% 0 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 335 $49K 0.01% +41 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 327 $48.3K 0.02% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 325 $48K 0.01% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 321 $47.4K 0.01% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 315 $46.5K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 300 $44.3K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 298 $44K 0.02% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 282 $42K <0.01% +96 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 275 $40.6K 0.02% -40 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 267 $39.4K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 263 $38.9K 0.01% 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 258 $38.1K 0.01% +102 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 255 $38K 0.01% +250 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 250 $36.9K 0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 231 $34K 0.01% +46 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 225 $33.2K 0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 217 $32.1K 0.02% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 215 $31.8K <0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 215 $31.8K 0.02% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 212 $31.3K 0.01% -101 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 205 $30.3K <0.01% +26 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 200 $29.5K <0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 200 $29.5K <0.01% 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 200 $29.5K 0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 195 $29K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 196 $29K <0.01% +50 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 174 $25.7K <0.01% +76 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 168 $24.8K <0.01% +15 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 161 $23.8K <0.01% 0 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 154 $22.8K <0.01% +1 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 147 $21.7K <0.01% +31 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 144 $21.4K <0.01% 0 13F-HR/A Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 137 $20.2K 0.01% 0 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 130 $19.2K 0.02% -6 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 130 $19.2K <0.01% +6 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 128 $18.9K 0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 117 $17.2K 0.01% -6 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 115 $17K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 115 $17K 0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 115 $17K <0.01% -243 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 111 $16.4K 0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 111 $16.4K <0.01% +38 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 110 $16K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 105 $16K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Trust Co More: the full row for Trust Co 105 $15.5K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 104 $15.4K <0.01% -40 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 103 $15.2K <0.01% -4 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 101 $14.9K <0.01% +49 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 100 $14.8K 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 $14.6K <0.01% 0 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 94 $13.9K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 86 $12.7K <0.01% +2 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 82 $12.1K <0.01% +1 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 75 $11.1K <0.01% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 68 $10K 0.01% 0 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 Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 65 $9.6K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 65 $9.6K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 64 $9.45K 0.01% -5 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 62 $9.16K 0.05% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 260 $8.86K 0.01% +200 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 57 $8.43K 0.01% +44 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 57 $8.42K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 57 $8.42K <0.01% +47 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 54 $7.98K <0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 52 $7.68K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 52 $7.68K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 50 $7.39K <0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 48 $7.09K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 54 $7K <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 47 $6.94K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 46 $6.78K <0.01% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 43 $6.35K <0.01% -1 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 43 $6.35K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 39 $6K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 40 $5.91K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 36 $5.32K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 35 $5.27K <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% 0 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 32 $4.73K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 31 $4.58K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 30 $4.43K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 29 $4.33K <0.01% new 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 28 $4.24K <0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 28 $4.14K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 27 $3.99K <0.01% 0 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 25 $3.7K <0.01% -7 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 25 $3.69K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 24 $3.55K <0.01% 0 13F-HR Timeline