Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 11,811 $371K <0.01% +1,082 13F-HR/A Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 11,761 $369K 0.01% +2,447 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 11,617 $365K 0.16% +383 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 11,512 $361K 0.1% -1,847 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 11,493 $361K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 11,224 $352K 0.04% +24 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 11,081 $348K 0.03% +492 13F-HR Timeline Group Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 10,981 $345K 0.18% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 10,962 $344K <0.01% +2,867 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 10,920 $343K 0.02% +1 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 10,893 $342K 0.08% +172 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 10,798 $339K 0.03% +520 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 10,718 $337K 0.1% -255 13F-HR Timeline Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 10,700 $336K 0.16% -9,000 13F-HR/A Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 10,677 $335K <0.01% -4,144 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 10,595 $333K 0.02% +1,445 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 10,367 $326K 0.05% -8,584 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 10,276 $323K 0.04% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 10,105 $317K 0.03% new 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 9,952 $313K <0.01% +66 13F-HR Timeline Group Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 9,915 $311K 0.02% -91,078 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 9,902 $311K 0.01% +3,264 13F-HR Timeline Group Candriam S.C.A. More: the full row for Candriam S.C.A. 9,810 $308K <0.01% -2,879 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 9,761 $307K 0.01% -140 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 9,733 $306K 0.15% +1,311 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 9,713 $305K <0.01% -6,508 13F-HR Timeline Group 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 9,687 $304K 0.11% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,586 $301K 0.01% +46 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 9,557 $300K <0.01% +2,208 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 9,510 $299K 0.12% -590 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,151 $298K 0.01% -85 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 9,400 $295K 0.02% 0 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 9,190 $289K 0.22% +155 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 9,129 $287K 0.01% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 8,757 $275K <0.01% -702 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 8,660 $272K <0.01% -724 13F-HR/A Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 8,553 $269K 0.02% +1,488 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8,549 $268K 0.03% -2,010 13F-HR Timeline Group AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 8,491 $267K 0.06% new 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 8,486 $266K 0.09% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 8,124 $259K 0.01% -1 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 8,132 $255K <0.01% -230 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 8,109 $255K <0.01% +434 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 8,021 $252K 0.04% +565 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 7,970 $250K 0.01% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 7,922 $249K 0.01% -30,342 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 7,837 $246K 0.02% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 7,822 $246K <0.01% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 7,777 $244K 0.02% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 7,738 $243K 0.03% -13,768 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 7,689 $241K 0.03% -1,613 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 7,660 $241K <0.01% -1,812 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,644 $240K 0.01% +43 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 7,632 $240K <0.01% -2,479 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 7,612 $239K 0.02% -8,440 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 7,592 $238K 0.04% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 7,555 $237K 0.01% -586 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,407 $235K <0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 7,357 $231K 0.01% -14,103 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,318 $230K <0.01% -1,052 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 7,265 $229K <0.01% new 13F-HR Timeline Group Welch & Forbes LLC More: the full row for Welch & Forbes LLC 7,290 $229K <0.01% -48 13F-HR Timeline NatWest Group plc in group NatWest Group plc More: the full row for NatWest Group plc 7,182 $226K 0.07% 0 13F-HR Timeline Group Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 7,151 $225K 0.06% +479 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 7,123 $224K 0.03% -109 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,000 $222K 0.01% new 13F-HR/A Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 7,026 $221K 0.01% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 7,005 $220K 0.01% -1,734 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,742 $212K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 6,667 $209K <0.01% +2,646 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 6,665 $209K 0.06% -100 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 6,490 $203K 0.06% +1,640 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,047 $190K <0.01% +1,682 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5,613 $176K 0.02% +448 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 5,423 $170K 0.11% +755 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 5,140 $161K 0.05% +72 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 5,060 $159K 0.09% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,055 $159K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 5,026 $158K 0.06% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,879 $153K 0.01% -249 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,870 $153K <0.01% -12 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,639 $146K 0.09% -460 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,513 $142K 0.01% +1,786 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,443 $140K <0.01% +27 13F-HR/A Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 4,407 $139K <0.01% +236 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,200 $133K <0.01% +2,400 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4,078 $128K 0.09% +3,359 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,000 $126K 0.03% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 4,000 $125K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 3,970 $125K 0.09% +3,210 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,600 $115K 0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 3,600 $113K 0.02% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,432 $108K 0.01% +2,683 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,426 $108K <0.01% -1,214 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 3,017 $94.7K <0.01% -1,065 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,993 $94K <0.01% +876 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,833 $88.9K <0.01% -36 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,721 $85.4K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,680 $84.2K <0.01% +22 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,538 $79.7K 0.02% +726 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,437 $76.5K <0.01% 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,413 $75.8K 0.03% -561 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 2,400 $75.4K 0.06% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,240 $70.3K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,113 $66.3K <0.01% +790 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,046 $64.2K <0.01% +62 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 1,956 $61.5K 0.17% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,788 $56.1K 0.04% +963 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,712 $53.8K <0.01% 0 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,710 $53.7K 0.02% +1,300 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 1,680 $52.8K <0.01% 0 13F-HR/A Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,606 $50.4K 0.04% +37 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,460 $45.8K <0.01% -823 13F-HR Timeline Group TrinityBridge Ltd More: the full row for TrinityBridge Ltd 1,400 $44K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,352 $42.5K 0.01% +45 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,220 $38.3K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,218 $38.3K <0.01% +15 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,200 $37.7K <0.01% 0 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 1,175 $36.9K 0.03% +178 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 614 $36.1K <0.01% +614 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,041 $32.7K 0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,000 $31.7K 0.02% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,000 $31.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 960 $30.1K <0.01% -82 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 896 $28.1K 0.01% +677 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 865 $27.2K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 858 $26.9K <0.01% new 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 800 $25.1K 0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 736 $23.1K 0.02% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 716 $22.7K 0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 686 $21.5K 0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 680 $21.4K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 620 $19.5K <0.01% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 600 $18.8K 0.02% 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 576 $18.1K 0.02% 0 13F-HR/A Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 572 $18K 0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 500 $16K <0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 500 $15.7K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 495 $15.6K <0.01% -77 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 440 $13.8K <0.01% -364 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 436 $13.7K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 430 $13.5K <0.01% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 417 $13.1K <0.01% new 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 400 $12.6K <0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 400 $12.6K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 368 $11.6K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 357 $11.2K <0.01% +6 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 350 $11K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 317 $9.95K <0.01% -421 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 318 $9.51K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 292 $9.17K <0.01% new 13F-HR Timeline Group Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 292 $9.17K <0.01% -71 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 292 $9K <0.01% +36 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 262 $8.21K <0.01% +260 13F-HR/A Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 205 $6.43K <0.01% +3 13F-HR Timeline MOTCO More: the full row for MOTCO 200 $6.34K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 200 $6.28K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 200 $6.28K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 200 $6.28K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 195 $6.12K <0.01% +158 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 178 $5.59K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 175 $5.48K <0.01% +3 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 172 $5.4K <0.01% +76 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 160 $5.02K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 154 $5K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 158 $4.96K <0.01% -134 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 151 $4.74K <0.01% +58 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 150 $4.71K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 133 $4.18K <0.01% +50 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 128 $4.05K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 128 $4.02K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 112 $3.52K <0.01% new 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 111 $3.49K <0.01% +2 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 102 $3.21K <0.01% -261 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 102 $3.2K <0.01% new 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 102 $3.2K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 96 $3.01K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 79 $2.48K <0.01% +64 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 90 $2K <0.01% 0 13F-HR Timeline Group Traub Capital Management LLC More: the full row for Traub Capital Management LLC 62 $1.95K <0.01% 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 62 $1.95K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 60 $1.88K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 57 $1.8K <0.01% +1 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 52 $1.64K <0.01% -3 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 52 $1.63K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 48 $1.51K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 44 $1.4K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 44 $1.38K <0.01% -44 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 34 $1.07K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 50 $1K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 30 $1K <0.01% 0 13F-HR/A Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 30 $942 <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 28 $879 <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 25 $785 <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 0 $753 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 20 $628 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 18 $570 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 9 $283 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 9 $280 <0.01% +1 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 8 $251 <0.01% 0 13F-HR Timeline