Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 8,450 $267K 0.02% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8,409 $266K 0.02% -183 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 8,398 $265K <0.01% +452 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 8,376 $265K 0.01% +6 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 8,513 $264K 0.01% new 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 8,242 $263K 0.1% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,171 $258K 0.01% -1,469 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 8,135 $257K 0.02% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 8,100 $256K <0.01% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 8,175 $253K 0.01% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 7,951 $251K 0.02% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 7,940 $251K <0.01% -156 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 7,820 $247K <0.01% -5,911 13F-HR Timeline Group HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 7,790 $246K <0.01% -60 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 7,719 $244K 0.04% new 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 7,635 $241K 0.15% 0 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 7,634 $241K 0.03% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 7,622 $241K <0.01% -7,720 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,467 $236K 0.01% +530 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 7,432 $235K 0.01% +68 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 7,408 $234K <0.01% new 13F-HR Timeline QSV Equity Investors LLC More: the full row for QSV Equity Investors LLC 7,355 $232K 0.24% -205 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,242 $229K 0.03% new 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 7,175 $227K <0.01% 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 7,093 $224K 0.01% +93 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 7,075 $223K 0.01% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 7,028 $222K 0.13% -461 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 6,999 $221K <0.01% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,950 $219K <0.01% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,926 $219K 0.01% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,920 $219K <0.01% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,860 $217K 0.01% +64 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 6,847 $216K <0.01% -87,630 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,805 $215K 0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6,629 $209K 0.01% +215 13F-HR/A Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 6,601 $208K 0.18% +1 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 6,587 $208K 0.04% new 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 6,560 $207K 0.04% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,067 $192K <0.01% +2,023 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,814 $184K 0.01% +5,370 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 5,822 $184K 0.06% +5,638 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 5,635 $178K <0.01% -7,528 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5,461 $172K 0.12% +79 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 5,422 $171K 0.13% +92 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 5,307 $168K 0.01% +946 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 5,419 $167K 0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,719 $149K <0.01% 0 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 4,636 $146K <0.01% +2 13F-HR Timeline Quarry LP More: the full row for Quarry LP 4,512 $142K 0.03% new 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 4,212 $131K <0.01% -10,742 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,135 $131K 0.06% +671 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 4,000 $126K <0.01% 0 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 225 $125K 0.02% +210 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 3,833 $121K <0.01% 0 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,838 $120K <0.01% +234 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 3,766 $119K <0.01% +3,186 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,714 $117K <0.01% -794 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,698 $117K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,646 $115K <0.01% +2,488 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,331 $105K <0.01% +1,229 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,290 $104K <0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,136 $99K 0.01% +117 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 2,848 $89.9K 0.05% -241 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 2,800 $88.5K 0.08% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,683 $85K <0.01% -1,629 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,652 $83.8K -62 Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,400 $75.8K <0.01% +204 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,231 $70.5K 0.02% +2,098 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 2,209 $70K <0.01% -4,800 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,058 $65K <0.01% +1,149 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,000 $63.2K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,988 $62.8K <0.01% +1,988 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,942 $61.3K <0.01% +342 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,900 $60K <0.01% -177,096 13F-HR/A Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,883 $59.5K <0.01% -245 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,874 $59.2K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,660 $52.4K <0.01% -205 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,607 $51.1K 0.01% +701 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,600 $50.5K 0.01% 0 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,596 $50K <0.01% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,511 $47.7K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,400 $44.2K 0.02% +400 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,286 $41K <0.01% +192 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,298 $41K <0.01% +248 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,271 $40.1K <0.01% +586 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,233 $38.9K <0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,229 $38.8K <0.01% -105,670 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,158 $36.6K 0.01% -68 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,117 $35.3K 0.03% +53 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,113 $35.1K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,046 $33K 0.01% +217 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,005 $31.7K <0.01% +44 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 900 $28.4K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 877 $27.7K <0.01% +100 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 874 $27.6K 0.02% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 869 $27.4K 0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 854 $27K <0.01% -591 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 841 $26.6K <0.01% -15 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 825 $26.1K 0.02% -1,188 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 816 $25.8K <0.01% -311 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 796 $25.1K <0.01% -50 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 683 $21.6K 0.01% +278 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 616 $19.5K <0.01% +16 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 615 $19.4K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 614 $19.4K <0.01% +590 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 601 $19K <0.01% +597 13F-HR Timeline MOTCO More: the full row for MOTCO 566 $17.9K <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 559 $17.7K <0.01% new 13F-HR Timeline Group Joseph Group Capital Management More: the full row for Joseph Group Capital Management 545 $17.2K <0.01% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 539 $17K 0.01% +19 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 542 $17K 0.01% -68 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 503 $16.1K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 500 $15.8K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 480 $15.2K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 460 $14.7K <0.01% -13 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 464 $14.7K <0.01% 0 13F-HR/A Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 2,477 $14.3K 0.01% +2,277 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 429 $13K 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 402 $12.7K <0.01% +204 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 400 $12.6K <0.01% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 387 $12.2K +156 Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 386 $12.2K 0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 387 $12K <0.01% +184 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 346 $10.9K <0.01% +275 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 340 $10K <0.01% +3 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 313 $9.88K <0.01% +22 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 311 $9.82K <0.01% +193 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 310 $9.79K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 301 $9.51K <0.01% new 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 300 $9.47K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 300 $9.47K <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 290 $9.16K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 300 $9K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 277 $8.75K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 265 $8.37K <0.01% -14 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 257 $8K <0.01% -6 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 244 $8K <0.01% +234 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 250 $7.89K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 250 $7.89K <0.01% -22 13F-HR/A Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 240 $7.58K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 240 $7.58K <0.01% +195 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 234 $7.39K <0.01% +34 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 215 $6.79K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 215 $6.79K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 208 $6.57K <0.01% +189 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 200 $6.32K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 200 $6.32K <0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 200 $6.32K <0.01% -50 13F-HR Timeline Group Kings Path Partners LLC More: the full row for Kings Path Partners LLC 200 $6.32K <0.01% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 200 $6.32K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $6.3K <0.01% +1 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 195 $6.16K <0.01% -321 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 202 $6K <0.01% +137 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 189 $5.97K <0.01% 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 185 $5.84K <0.01% +161 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 184 $5.81K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 184 $5.81K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 182 $5.75K <0.01% +74 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 173 $5.47K <0.01% new 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 165 $5K <0.01% -2,517 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 150 $4.74K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 148 $4.67K <0.01% -344 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 144 $4.6K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 137 $4.33K <0.01% 0 13F-HR Timeline Group Fairman Group, LLC More: the full row for Fairman Group, LLC 127 $4.01K <0.01% +2 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 139 $4K <0.01% +96 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 112 $4K <0.01% -238 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 126 $3.98K <0.01% -4,942 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 124 $3.92K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 122 $3.85K <0.01% +3 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 122 $3.85K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 108 $3.41K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 109 $3.36K <0.01% -14 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 104 $3.33K <0.01% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 105 $3.32K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 104 $3.29K <0.01% +38 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 103 $3.26K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 100 $3.16K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 100 $3.16K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 100 $3.16K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 86 $3K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 86 $2.72K <0.01% +76 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 86 $2.72K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 83 $2.62K <0.01% -51 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 76 $2.4K <0.01% -36 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 75 $2.37K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 75 $2.37K <0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 75 $2.37K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 74 $2.34K <0.01% +11 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 68 $2.15K <0.01% -50 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 62 $1.96K <0.01% new 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 62 $1.96K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 58 $1.84K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 54 $1.71K <0.01% -39 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 52 $1.64K <0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 50 $1.58K <0.01% -50 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 47 $1.48K <0.01% +47 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 42 $1.33K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 40 $1.26K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 40 $1.26K <0.01% new 13F-HR/A Timeline