Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 608 $240K 0.02% new 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 602 $237K 0.15% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 601 $237K 0.03% new 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 601 $237K 0.24% new 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 600 $237K 0.1% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 600 $237K <0.01% new 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 600 $237K 0.11% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 593 $234K 0.04% new 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 591 $233K 0.03% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 582 $230K 0.03% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 580 $229K 0.14% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Claret Asset Management Corp More: the full row for Claret Asset Management Corp 577 $228K 0.02% -2,046 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 577 $228K 0.08% new 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 575 $227K 0.03% new 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 571 $225K 0.09% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 570 $225K 0.01% new 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 569 $224K 0.07% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 567 $224K 0.01% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 567 $224K 0.07% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 561 $221K 0.04% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 556 $219K <0.01% -63 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 553 $218K 0.01% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 552 $218K <0.01% new 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 551 $217K 0.01% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 550 $217K 0.01% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 549 $216K 0.01% new 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 546 $215K 0.11% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 579 $213K 0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 591 $213K 0.02% -23 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 540 $213K 0.16% new 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 537 $212K 0.05% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 537 $212K 0.02% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 536 $211K 0.11% +48 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 534 $211K 0.09% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 532 $210K 0.12% +30 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 531 $209K 0.04% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 531 $209K <0.01% new 13F-HR Timeline Group MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 530 $209K 0.06% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 528 $208K 0.01% new 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 524 $207K 0.02% -1,310 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 524 $207K 0.01% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 523 $206K 0.01% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 522 $206K 0.02% new 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 517 $204K 0.04% new 13F-HR Timeline LANGLEY WEALTH MANAGEMENT, LLC More: the full row for LANGLEY WEALTH MANAGEMENT, LLC 517 $204K 0.2% 13F-HR/A Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 516 $204K 0.05% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 516 $204K 0.02% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 514 $203K 0.02% new 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 511 $202K 0.05% -2,534 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 510 $201K 0.07% new 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 509 $201K 0.45% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 501 $198K 0.06% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 500 $197K 0.12% -315 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 493 $194K <0.01% -590 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PALLADIEM, LLC More: the full row for PALLADIEM, LLC 490 $193K 0.19% +320 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 481 $190K 0 Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 471 $186K 0.02% +16 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 461 $182K 0.02% -16 13F-HR/A Timeline Galaxy Digital Capital Management GP LLC in group Galaxy Group Investments LLC More: the full row for Galaxy Digital Capital Management GP LLC 457 $180K 0.11% +176 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 449 $177K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 445 $176K 0.01% +441 13F-HR Timeline Group Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 440 $174K 0.03% +5 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 430 $170K 0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 422 $166K 0.02% new 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 400 $158K 0.06% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 400 $158K 0.01% -100 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 384 $151K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 375 $148K 0.02% -68 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 361 $142K <0.01% -100 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 360 $142K 0.04% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 348 $137K 0.04% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 343 $135K 0.01% +323 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 338 $134K 0.08% -134 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 337 $133K 0.01% new 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 337 $133K 0.03% -55 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 334 $132K 0.01% +84 13F-HR/A Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 331 $131K <0.01% new 13F-HR Timeline Group Founders Capital Management More: the full row for Founders Capital Management 330 $130K 0.06% -20 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 326 $129K 0.02% -172 13F-HR Timeline Ares Systematic Credit Ltd More: the full row for Ares Systematic Credit Ltd 324 $128K 0.08% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 401 $126K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 305 $120K 0.01% +5 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 300 $118K 0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 297 $117K 0.01% +29 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 288 $114K 0.09% +228 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 274 $108K 0.01% +87 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 273 $108K <0.01% +81 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 256 $101K 0.02% new 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 250 $98.6K 0.08% -75 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 249 $98.2K <0.01% +98 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 247 $97K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 235 $92.7K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 235 $92.7K 0.02% +3 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 218 $86K <0.01% 0 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 215 $84.8K 0.01% +9 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 204 $80.5K <0.01% +63 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 196 $77.5K <0.01% +129 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 194 $76.5K 0.03% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 189 $74.6K 0.01% +31 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 186 $73.4K 0.03% -591 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 166 $65.5K 0.02% -1,000 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 159 $62.7K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 154 $60.7K <0.01% +105 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 144 $56.8K <0.01% 0 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 138 $54.4K 0.02% -1,293 13F-HR Timeline Group GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 133 $52.5K 0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 130 $51.3K 0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 124 $48.9K 0.01% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 121 $47.7K 0.02% +26 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 121 $47.7K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 121 $47.7K 0.03% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 117 $46.2K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 116 $45.8K <0.01% -5 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 114 $45K 0.06% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 114 $45K <0.01% +8 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 113 $44.6K <0.01% -10 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 112 $44.2K 0.01% +2 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 110 $43.4K 0.03% +60 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 108 $42.6K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 108 $42.6K <0.01% +101 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 105 $41.4K 0.01% +5 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 104 $41K 0.03% +24 13F-HR/A Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 103 $40.6K 0.01% +9 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 100 $39.4K 0.02% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $39.4K 0.01% 0 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 100 $39.4K 0.01% +25 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 100 $39.4K 0.01% new 13F-HR Timeline Burnham & Co LLC More: the full row for Burnham & Co LLC 100 $39.4K 0.03% 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 99 $39.1K +13 Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 97 $38.3K <0.01% new 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 96 $37.9K 0.03% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 93 $36.7K 0.02% +68 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 92 $36.3K 0.01% +1 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 95 $35.9K <0.01% new 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 91 $35.9K <0.01% -1,309 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 81 $32K <0.01% -160 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 81 $32K 0.02% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 80 $31.6K 0.02% -21 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 78 $30.8K <0.01% +49 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 75 $29.6K 0.01% +8 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 73 $28.8K 0.01% +63 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 61 $24.1K <0.01% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 59 $23.3K 0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 59 $23.3K <0.01% +27 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 97 $23.1K 0.02% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 58 $22.9K 0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 53 $20.9K <0.01% -104 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 51 $20.1K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 53 $20K <0.01% +9 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 50 $19.7K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 49 $19.3K <0.01% +5 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 47 $18.5K 0.01% +15 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 45 $17.8K <0.01% +14 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 45 $17.8K <0.01% -71 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 45 $17.8K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 45 $17.8K 0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 44 $17.4K <0.01% +2 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 44 $17.4K 0.01% +14 13F-HR Timeline BAYBAN More: the full row for BAYBAN 44 $17.4K 0.01% 0 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 43 $17K <0.01% new 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 41 $16.2K <0.01% +11 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 41 $16.2K 0.02% +24 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 40 $15.8K <0.01% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 39 $15.4K <0.01% +17 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 39 $15.4K <0.01% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 47 $14.8K 0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 37 $14.6K <0.01% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 37 $14.6K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 36 $14.2K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 36 $14.2K 0.01% +1 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 35 $13.8K <0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 35 $13.8K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 35 $13.8K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 34 $13.4K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 34 $13.4K <0.01% +1 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 34 $13.4K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 33 $13K <0.01% +7 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 33 $13K <0.01% +5 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 33 $13K 0.01% -58 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 33 $13K <0.01% +13 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 31 $12.2K <0.01% -1 13F-HR Timeline Group RAMSEY QUANTITATIVE SYSTEMS More: the full row for RAMSEY QUANTITATIVE SYSTEMS 30 $11.8K 0.01% new 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 30 $11.8K <0.01% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 30 $11.8K <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 30 $11.8K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 29 $11.4K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 29 $11.4K <0.01% +5 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 29 $11.4K <0.01% +4 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 36 $11.2K <0.01% +2 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 26 $10.3K <0.01% +8 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 25 $9.86K <0.01% +3 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 22 $8.68K <0.01% -22 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 21 $8.28K <0.01% +4 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 21 $8.28K <0.01% +11 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 20 $7.89K <0.01% +17 13F-HR/A Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 20 $7.89K 0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 16 $6.31K <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 15 $6.24K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 14 $6K <0.01% +11 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 15 $5.92K <0.01% 0 13F-HR Timeline