Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,022 $318K 0.07% -51 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,022 $318K 0.06% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 2,020 $318K 0.12% 0 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 2,005 $315K <0.01% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,003 $315K 0.09% -1,190 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 2,000 $315K 0.02% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,958 $308K 0.02% +2 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,953 $307K 0.02% +105 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 1,950 $307K 0.05% 0 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 1,900 $299K 0.2% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,895 $298K 0.02% +13 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,893 $298K <0.01% -1,537 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 1,900 $297K <0.01% -200 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,885 $297K 0.02% -1,096 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,881 $296K <0.01% +200 13F-HR Timeline Group DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 1,880 $296K 0.06% +10 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 1,875 $295K 0.04% new 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 1,866 $294K 0.08% 0 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 1,854 $294K 0.26% +79 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 1,860 $293K 0.29% -390 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,853 $292K 0.02% -1,279 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,851 $291K 0.04% +183 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,846 $290K <0.01% -160 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,842 $290K 0.01% new 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 1,839 $289K 0.15% +9 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,839 $288K 0.01% -405 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,816 $286K 0.03% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 1,811 $285K 0.01% +556 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,706 $284K 0.01% +415 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 1,800 $283K 0.1% 0 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 1,788 $281K 0.1% new 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 1,773 $279K 0.19% -2,491 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,763 $277K <0.01% 0 13F-HR/A Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1,758 $277K 0.02% new 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,737 $273K 0.02% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,725 $273K 0.06% +5 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 1,688 $266K 0.03% 0 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 1,681 $265K 0.07% +35 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 1,680 $264K 0.11% 0 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 1,675 $264K 0.12% -544 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,661 $261K 0.01% +54 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,650 $259K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,640 $258K <0.01% +90 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 1,627 $256K 0.14% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,626 $256K 0.01% -554 13F-HR Timeline Group Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,610 $253K 0.1% new 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 1,602 $252K 0.13% -800 13F-HR Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 1,596 $251K -7,783 Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,593 $251K 0.01% +2 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,576 $248K <0.01% +57 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 1,575 $248K 0.06% new 13F-HR/A Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,565 $246K <0.01% +3 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,539 $242K 0.01% -18 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 1,500 $241K 0.18% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,517 $239K 0.01% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,510 $239K 0.03% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,507 $239K <0.01% +105 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 1,500 $236K 0.13% 0 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 1,500 $236K 0.17% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,500 $236K 0.05% -29 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,496 $235K 0.01% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,479 $233K 0.04% 0 13F-HR Timeline Group PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,465 $231K 0.04% +123 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 1,458 $229K 0.02% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,453 $229K 0.05% +470 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,435 $226K 0.03% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,415 $223K 0.14% -60 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 1,403 $221K 0.03% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,402 $221K 0.01% -327 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,401 $220K 0.01% -15 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,391 $219K 0.02% +6 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 1,384 $218K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,371 $216K 0.03% -950 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 1,367 $215K 0.1% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,361 $215K 0.1% -4 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 1,355 $213K 0.05% -14 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,331 $211K <0.01% -271 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 1,333 $210K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,307 $209K <0.01% -597 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,325 $209K <0.01% new 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,324 $208K <0.01% new 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,302 $206K 0.01% 0 13F-HR/A Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 1,256 $205K 0.12% 0 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,303 $205K 0.16% 0 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,293 $203K 0.01% -72 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,289 $203K 0.01% -67 13F-HR/A Timeline Client First Capital LLC More: the full row for Client First Capital LLC 1,289 $203K 0.09% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,277 $201K 0.01% +27 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,275 $201K 0.03% new 13F-HR Timeline Group CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,274 $200K 0.01% +12 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,236 $194K <0.01% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,221 $192K 0.01% new 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,204 $189K 0.02% +1 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,133 $178K 0.04% new 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,111 $175K <0.01% +1,044 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 895 $144K <0.01% -165 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 877 $138K 0.01% +330 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 876 $136K <0.01% +27 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 814 $128K 0.01% +133 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 767 $121K 0.02% +5 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 761 $120K 0.13% -1,051 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 747 $118K 0.05% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 722 $114K <0.01% -9 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 674 $106K <0.01% +3 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 654 $103K <0.01% new 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 639 $101K 0.01% 0 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 630 $99.1K 0.02% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 628 $99K <0.01% +230 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 609 $95.8K 0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 607 $95.5K 0.05% +4 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 600 $94.4K 0.03% 0 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 574 $90.3K 0.01% -4 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 566 $89.1K 0.01% +38 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 564 $88.7K <0.01% +3 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 550 $86.8K 0.01% -40 13F-HR Timeline Group ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 549 $86.4K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 538 $84.7K 0.01% +5 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 530 $83.4K 0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 518 $81.5K 0.04% -16 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 502 $79.5K 0.04% +9 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 500 $78.7K 0.06% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 500 $78.7K 0.04% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 500 $78.7K 0.04% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 496 $78K 0.01% +179 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 483 $77.3K <0.01% -3 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 491 $77.3K <0.01% +368 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 488 $76.8K <0.01% +156 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 479 $75.4K 0.03% +218 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 476 $74.8K 0.01% +1 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 474 $74.6K <0.01% new 13F-HR Timeline Group Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 465 $73.2K 0.02% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 459 $72.2K 0.01% +456 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 432 $68K 0.04% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 429 $67.6K 0.04% -15 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 425 $66.9K <0.01% -125 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 420 $66.1K 0.01% -297 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 410 $64.5K 0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 405 $63.7K 0.01% +399 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 400 $63.3K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 400 $63K <0.01% +1 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 366 $61K 0.04% +41 13F-HR/A Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 390 $61K 0.01% -70 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 358 $56.3K 0.03% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 356 $56K 0.01% -1 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 351 $55.6K <0.01% +302 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 344 $54.1K 0.02% new 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 343 $54K 0.01% -33 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 340 $53.5K 0.03% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 339 $53.3K <0.01% +29 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 327 $51.5K 0.02% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 310 $48.8K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bangor Savings Bank More: the full row for Bangor Savings Bank 300 $47.2K <0.01% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 297 $46.7K <0.01% -253 13F-HR Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 296 $46.6K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 293 $46.1K <0.01% +170 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 282 $44.4K <0.01% +10 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 281 $44.2K <0.01% -91 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 279 $43.9K <0.01% 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 277 $43.6K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 268 $42.2K 0.01% +3 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 267 $42K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 255 $40K <0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 250 $39.3K 0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 245 $38.6K 0.02% 0 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 228 $35.9K <0.01% +17 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 215 $33.8K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 203 $31.9K <0.01% -18 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 200 $31.5K <0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 190 $29.9K <0.01% -130 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 183 $28.8K 0.01% -36 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 152 $23.9K <0.01% -49 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 151 $23.8K 0.01% +1 13F-HR/A Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 134 $21.2K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 133 $20.9K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 130 $20.5K 0.01% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 128 $20.1K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 128 $20.1K 0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 127 $20K <0.01% -4 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 126 $19.9K <0.01% -6 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 125 $19.7K <0.01% +6 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 123 $19.4K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 121 $19K <0.01% -31 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 120 $18.9K <0.01% +10 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 119 $18.7K <0.01% -2 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 119 $18.7K <0.01% +56 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 115 $18.1K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 114 $17.9K <0.01% +26 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 110 $17K <0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 107 $17K <0.01% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 105 $16.5K <0.01% new 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 104 $16.3K <0.01% -4,957 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 101 $15.9K <0.01% new 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 100 $15.7K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 99 $15.6K <0.01% 0 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 97 $15.3K <0.01% 0 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 95 $15K 0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 91 $14.3K <0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 90 $14.2K 0.01% new 13F-HR Timeline Raleigh Capital Management Inc. 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