GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,712 $255K 0.05% -12 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 1,711 $255K 0.06% +108 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 1,699 $253K 0.04% +5 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 1,688 $251K 0.03% 0 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 1,680 $250K 0.11% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,677 $250K 0.01% +308 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,667 $248K <0.01% -11 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,666 $248K 0.01% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,660 $247K 0.02% -15 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 1,653 $246K 0.08% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,641 $246K 0.06% +89 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,647 $245K 0.05% new 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 1,644 $245K 0.07% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,642 $245K <0.01% -1,064 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 1,637 $244K 0.11% +10 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,610 $241K 0.16% -75 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,605 $239K <0.01% +208 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,595 $238K 0.01% +111 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,571 $234K 0.05% -164 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,565 $233K 0.01% -1 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,562 $233K 0.03% -101 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,552 $231K 0.01% +6 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,540 $229K 0.02% -139 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,528 $228K 0.01% 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,525 $227K 0.02% +22 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,526 $227K 0.01% -70 13F-HR/A Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,512 $226K 0.01% +41 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,510 $226K 0.04% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,517 $226K 0.03% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,509 $226K 0.05% +72 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,504 $224K 0.1% 0 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 1,500 $223K 0.13% -500 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 1,500 $223K 0.08% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,498 $223K 0.08% new 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 1,491 $222K <0.01% -3,432 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,491 $222K 0.01% -2,800 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 1,487 $221K 0.06% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,479 $221K 0.04% -33 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,482 $221K 0.01% -119 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 1,481 $221K 0.08% -183 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,479 $220K 0.02% -16 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,466 $218K 0.01% -1 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 1,458 $217K 0.02% 0 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,441 $215K 0.16% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,415 $211K <0.01% new 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 1,412 $210K 0.04% -4,537 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,403 $209K 0.01% 0 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 1,403 $209K 0.03% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,401 $209K 0.01% +850 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 1,386 $206K 0.01% 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 1,367 $204K 0.1% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,374 $203K 0.06% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,356 $203K <0.01% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,358 $203K 0.11% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,358 $202K 0.01% new 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 1,357 $202K 0.03% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,349 $201K 0.05% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,344 $200K 0.01% -101 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,300 $195K 0.01% +1 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,264 $188K <0.01% -9 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,248 $186K 0.02% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,236 $184K <0.01% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,230 $183K 0.03% -188 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,203 $179K 0.02% -7 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,200 $179K <0.01% -75 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,100 $164K 0.04% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,096 $163K 0.05% +775 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,083 $161K 0.01% new 13F-HR/A Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,063 $158K 0.02% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,060 $158K <0.01% new 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 19,300 $153K 0.13% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 892 $133K <0.01% +5 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 874 $130K 0.01% -36 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 845 $125K <0.01% -84 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 845 $125K <0.01% +94 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 782 $116K <0.01% +28 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 763 $114K <0.01% 0 13F-HR/A Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 750 $112K 0.08% new 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 747 $111K 0.05% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 700 $104K 0.06% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 686 $102K 0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 680 $101K <0.01% new 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 671 $99.9K <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 $98.3K 0.02% 0 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 639 $95.2K 0.01% +5 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 630 $93.8K 0.02% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 610 $90.8K <0.01% -216 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 605 $90.1K <0.01% +431 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 550 $81.9K 0.01% 0 13F-HR Timeline Group ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 549 $81.8K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 545 $81.2K <0.01% -7 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 543 $80.9K <0.01% -70 13F-HR/A Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 530 $78.9K 0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 528 $78.7K 0.05% -19 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 500 $74.5K 0.06% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 493 $73.8K 0.04% +8 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 492 $73.3K 0.06% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 492 $73.3K <0.01% +30 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 485 $72.2K 0.01% +9 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 472 $70.3K <0.01% -71 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 461 $68.7K <0.01% new 13F-HR/A Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 452 $66K 0.04% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 440 $65.5K 0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 430 $64K 0.02% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 410 $61.1K 0.02% +152 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 409 $60.9K 0.01% +178 13F-HR/A Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 405 $60K 0.04% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 400 $59.9K 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 AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 389 $57.9K <0.01% +6 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 372 $55.4K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 371 $55K 0.01% +36 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 358 $53.3K 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 $52.4K <0.01% 0 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 327 $48.7K 0.02% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 325 $48K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 310 $46.2K 0.01% +110 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 300 $44.7K 0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 300 $44.7K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 298 $44.4K 0.02% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 271 $40.4K 0.01% -4 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 267 $39.8K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 266 $39.6K <0.01% +61 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 263 $39.2K 0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 260 $38.7K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 255 $38K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 254 $38K 0.02% -1,345 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 250 $37.2K 0.01% 0 13F-HR/A Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 228 $34K <0.01% +200 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 222 $33.2K 0.01% +27 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 215 $32K 0.02% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 209 $31.1K <0.01% +13 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 206 $30.7K 0.02% -11 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 200 $29.8K <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 $29.8K <0.01% 0 13F-HR Timeline Group REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 187 $27.8K 0.04% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 186 $27.7K <0.01% +18 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 170 $25.3K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 155 $23.1K 0.01% -70 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 144 $21.6K <0.01% 0 13F-HR/A Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 137 $20.4K 0.01% 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 $20.4K 0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 136 $20K <0.01% +31 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 128 $19.1K 0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 125 $18.6K <0.01% -36 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 123 $18.3K <0.01% +8 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 123 $18.3K <0.01% -7 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 117 $17.4K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 116 $17.3K <0.01% +5 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 115 $17.1K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 111 $16.5K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 110 $16K <0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 110 $16K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 107 $16K <0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 105 $15.6K 0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 105 $15.6K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 104 $15.5K <0.01% -108 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 103 $15.3K <0.01% +17 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 101 $15K <0.01% 0 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 100 $14.9K 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 $14.7K <0.01% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 99 $14.7K <0.01% -5 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 98 $14.6K <0.01% -5 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 94 $14.1K 0.01% -23 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 89 $13.3K <0.01% -58 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 88 $13.1K <0.01% 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 79 $11.8K 0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 75 $11.2K <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 Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 65 $9.68K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 64 $9.53K <0.01% +12 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 64 $9.53K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 60 $8.94K <0.01% -200 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 59 $8.79K <0.01% +2 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 57 $8.5K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 57 $8.49K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 54 $8K <0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 52 $7.74K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 50 $7.7K <0.01% +4 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 51 $7.59K 0.01% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 50 $7.45K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 48 $7.15K <0.01% -17 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 47 $7K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 45 $6.81K <0.01% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 46 $6.81K <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 43 $6.4K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 42 $6.33K <0.01% +13 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 40 $5.96K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 39 $5.81K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 36 $5.36K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 33 $5.01K <0.01% -2 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% 0 13F-HR Timeline Group Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 33 $4.91K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 32 $4.77K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 32 $4.76K <0.01% +5 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 31 $4.62K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 30 $4.47K <0.01% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 28 $4.3K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 26 $3.87K <0.01% new 13F-HR Timeline