NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 9,080 $217K 0.1% -117 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 9,080 $217K 0.1% new 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 9,054 $217K 0.1% -127 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 9,130 $216K 0.03% +139 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,935 $214K 0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 8,349 $212K 0.02% -746 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 8,864 $212K 0.01% +7,298 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 8,801 $211K <0.01% new 13F-HR Timeline Group SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 8,793 $211K 0.1% -252 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 8,791 $211K 0.02% -451 13F-HR Timeline Sweet Financial Partners, LLC More: the full row for Sweet Financial Partners, LLC 8,732 $209K 0.05% +11 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,730 $209K 0.01% +153 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,522 $204K <0.01% -2,383 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 8,500 $204K 0.13% +1,500 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,358 $200K 0.01% +523 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,155 $195K 0.01% +1,333 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 8,206 $194K <0.01% -17,175 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,117 $194K 0.02% -2,924 13F-HR Timeline Chiron Investment Management, LLC More: the full row for Chiron Investment Management, LLC 8,089 $194K 0.07% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 8,059 $193K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,200 $192K <0.01% +3,905 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,881 $189K 0.01% -2,607 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 7,875 $189K 0.02% +35 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 7,687 $184K 0.04% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 7,314 $175K 0.01% -394 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 6,610 $158K 0.05% -240 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 6,073 $145K 0.07% -30,303 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 5,800 $139K 0.08% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,597 $134K <0.01% -960 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,542 $133K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 5,503 $131K 0.01% -423 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 5,460 $131K 0.01% -1,049 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,209 $125K 0.04% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 5,000 $120K 0.02% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 4,997 $120K 0.07% -6,015 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,937 $118K <0.01% -5,803 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,882 $117K <0.01% -49 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 4,797 $115K 0.03% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 4,542 $109K 0.1% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 4,369 $105K <0.01% +1,662 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 4,367 $105K 0.04% -119 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,293 $103K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,031 $96.5K <0.01% +317 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 3,730 $95.5K 0.06% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 3,730 $95.5K 0.06% 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,700 $89K 0.01% -21,477 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,695 $88.5K 0.01% +216 13F-HR Timeline Group Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 3,606 $86.4K 0.02% -40,912 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,442 $82.4K <0.01% -44 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,356 $80.4K 0.02% -3,631 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,313 $79.3K <0.01% -515 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Operose Advisors LLC More: the full row for Operose Advisors LLC 3,175 $76K 0.02% -5,010 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,093 $74.1K 0.01% +197 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 3,033 $72.6K 0.06% +450 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,000 $72K <0.01% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,893 $69K <0.01% -610 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,825 $67.7K 0.01% -2,393 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,785 $66.7K 0.02% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,778 $66.5K 0.01% +254 13F-HR Timeline TOBAM More: the full row for TOBAM 2,618 $63K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,624 $62.8K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,454 $58.8K <0.01% -336 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,402 $57.5K 0.01% 0 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 2,375 $56.9K 0.03% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,305 $55.2K <0.01% -300 13F-HR Timeline Group Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 2,225 $53.3K 0.12% -3,580 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,200 $52.7K 0.02% 0 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,074 $49.7K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,784 $42.7K <0.01% -2,493 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,783 $42.7K 0.01% -2,213 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,670 $40K 0.1% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,617 $38.7K 0.02% -29,016 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,594 $38.2K 0.01% -235 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,570 $37.6K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,557 $37.3K <0.01% +102 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,490 $35.7K <0.01% -44 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,420 $34K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,375 $32.9K <0.01% -1,875 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 1,294 $31K 0.01% -196 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,293 $31K 0.02% +44 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,279 $30.6K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,278 $30.6K <0.01% -340 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,202 $28.8K 0.01% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,173 $28.1K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,161 $28K 0.02% -19 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,090 $26.1K <0.01% -44 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,060 $25.4K <0.01% -320 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,080 $25K 0.02% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,043 $25K <0.01% +10 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,037 $24.8K +15 Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,020 $24.4K <0.01% -2,600 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,000 $23.9K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,000 $23.9K <0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,000 $23.9K 0.01% +650 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 962 $23K <0.01% -119 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 950 $22.8K <0.01% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 916 $21.9K <0.01% +63 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 903 $21.6K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 879 $21.1K <0.01% -2 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 878 $21K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 840 $20.1K <0.01% +40 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 734 $19.6K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 812 $19.4K <0.01% +19 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 800 $19.2K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 800 $19.2K 0.01% 0 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 800 $19K 0.01% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 786 $18.8K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 777 $18.6K <0.01% +751 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 731 $17.5K 0.01% -202 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 713 $17.1K <0.01% -40 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 687 $16.5K 0.01% +37 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 640 $16.4K 0.01% -2,905 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 620 $14.8K <0.01% -416 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 615 $14.7K 0.01% +6 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 605 $14.5K 0.02% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 602 $14.4K <0.01% 0 13F-HR Timeline Group Sandy Spring Bank More: the full row for Sandy Spring Bank 600 $14.4K <0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 600 $14.4K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 600 $14.4K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 589 $14.1K <0.01% -76 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 563 $13.5K <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 524 $12.6K <0.01% +166 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 508 $12.2K 0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 500 $12K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 479 $11.5K <0.01% +66 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 473 $11K <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 449 $10.8K <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 447 $10.7K 0.01% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 441 $10.6K <0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 441 $10.6K 0.01% +50 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 440 $10.5K <0.01% +45 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 435 $10.4K <0.01% -527 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 425 $10.2K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 400 $9.58K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 400 $9.58K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 387 $9.27K <0.01% +36 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 384 $9.2K <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 380 $9.1K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 379 $9.08K <0.01% -346 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 377 $9.03K <0.01% +258 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 336 $8.96K 0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 361 $8.65K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 359 $8.6K <0.01% new 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 356 $8.53K <0.01% -93 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 333 $7.91K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 317 $7.59K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 305 $7.3K <0.01% -120 13F-HR Timeline M&R CAPITAL MANAGEMENT INC More: the full row for M&R CAPITAL MANAGEMENT INC 300 $7.18K <0.01% 0 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 281 $6.73K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 281 $6.73K <0.01% +201 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 274 $6.56K <0.01% -932 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 264 $6.29K <0.01% -146 13F-HR Timeline CNB Bank More: the full row for CNB Bank 260 $6.23K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 254 $6.08K <0.01% +110 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 271 $6K <0.01% -20 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 239 $5.72K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 232 $5.56K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 219 $5.25K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 215 $5.15K <0.01% 0 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 200 $4.79K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 199 $4.77K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 188 $4.5K <0.01% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 185 $4.43K <0.01% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 184 $4.41K <0.01% new 13F-HR Timeline Group PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 200 $4K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 154 $4K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 164 $3.93K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 155 $3.72K <0.01% -100 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 154 $3.69K <0.01% 0 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 148 $3.54K <0.01% 0 13F-HR/A Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 144 $3.45K <0.01% +13 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 120 $2.88K <0.01% +81 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 120 $2.87K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 114 $2.73K <0.01% new 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 106 $2.54K <0.01% -106 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 104 $2.49K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 100 $2.4K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 99 $2.37K <0.01% -41 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 92 $2.2K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 88 $2.12K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 87 $2.08K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 85 $2.04K <0.01% -26 13F-HR/A Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 106 $2K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 103 $2K <0.01% +63 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 100 $2K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 90 $2K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 89 $2K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 82 $2K <0.01% -552 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 79 $1.89K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 74 $1.77K <0.01% -7 13F-HR Timeline FinTrust Capital Advisors, LLC More: the full row for FinTrust Capital Advisors, LLC 69 $1.65K <0.01% -17 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 58 $1.39K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 57 $1.37K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 54 $1.29K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 54 $1.29K <0.01% -54 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 49 $1.17K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 48 $1.15K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 63 $1K <0.01% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 36 $862 <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 36 $862 <0.01% 0 13F-HR Timeline