Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,081 $343K 0.02% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,077 $342K 0.01% new 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 1,072 $340K 0.1% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,050 $333K 0.36% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 1,043 $331K <0.01% -729 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,041 $330K <0.01% -146 13F-HR Timeline Group Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 1,041 $330K -92 Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,025 $325K 0.02% -78 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,022 $324K 0.05% +125 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,015 $322K 0.03% 0 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 1,014 $322K 0.01% new 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,012 $321K <0.01% +126 13F-HR Timeline Group Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 1,009 $320K <0.01% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,003 $318K 0.01% 0 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 1,000 $317K 0.14% 0 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 988 $313K <0.01% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 985 $313K <0.01% -671 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 984 $312K 0.06% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 980 $311K 0.03% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 977 $310K 0.01% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 964 $306K <0.01% +13 13F-HR Timeline Lingohr Asset Management GmbH More: the full row for Lingohr Asset Management GmbH 957 $304K 0.08% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 955 $303K <0.01% new 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 951 $302K 0.05% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 950 $301K 0.03% -50 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 950 $301K 0.07% -21 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 926 $294K 0.15% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 920 $292K 0.01% -19 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 911 $289K 0.01% -23 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 905 $288K 0.02% -16 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 906 $288K 0.01% new 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 905 $287K 0.03% -524 13F-HR Timeline Group Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 905 $287K 0.01% -13 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 900 $286K 0.01% -26 13F-HR Timeline Group Main Street Research LLC More: the full row for Main Street Research LLC 888 $282K 0.02% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 879 $279K 0.01% +130 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 878 $279K 0.1% -3,898 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 871 $276K 0.23% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 870 $276K 0.03% +5 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 864 $274K 0.26% -182 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 851 $270K 0.01% +3 13F-HR/A Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 850 $270K 0.05% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 847 $269K 0.01% new 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 840 $267K 0.02% 0 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 839 $266K 0.02% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 829 $263K 0.02% new 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 828 $263K 0.08% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 823 $261K 0.02% -1,025 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 822 $261K 0.01% -399 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 818 $260K 0.02% +241 13F-HR/A Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 800 $254K 0.05% 0 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 800 $254K 0.12% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 799 $253K 0.03% +259 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 797 $253K 0.14% +200 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 786 $249K 0.05% +175 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 783 $248K 0.06% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 771 $245K 0.05% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 769 $244K 0.02% +30 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 763 $242K 0.11% 0 13F-HR Timeline Group FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 715 $242K 0.1% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 759 $241K 0.01% +135 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 758 $240K 0.01% new 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 750 $238K 0.03% new 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 744 $236K 0.01% +69 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 741 $235K 0.02% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 737 $234K 0.03% +1 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 736 $234K <0.01% +47 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 735 $233K 0.02% +4 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 735 $233K 0.01% +22 13F-HR Timeline Group INTRUST BANK NA More: the full row for INTRUST BANK NA 731 $232K 0.02% +11 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 731 $232K 0.01% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 720 $228K <0.01% +52 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 717 $227K 0.03% -57 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 710 $225K 0.03% +117 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 705 $224K 0.01% +65 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 706 $224K 0.05% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 705 $224K 0.02% +605 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 626 $222K 0.15% -7 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 695 $221K 0.05% +116 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 692 $220K 0.11% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 686 $218K 0.01% +6 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 685 $217K 0.03% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 680 $216K 0.01% -27 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 674 $214K <0.01% 0 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 669 $212K 0.08% -2 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 666 $211K 0.01% +470 13F-HR Timeline ANB BANK More: the full row for ANB BANK 664 $211K 0.09% new 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 654 $207K 0.02% 0 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 650 $206K 0.01% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 648 $206K 0.01% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 646 $205K 0.01% +30 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 645 $205K <0.01% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 636 $202K <0.01% -38 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 630 $200K 0.04% 0 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 608 $193K 0.02% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 592 $188K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 559 $177K 0.03% +428 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 552 $175K 0.01% +172 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 527 $167K <0.01% +32 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 513 $163K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 500 $151K 0.07% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 473 $150K <0.01% +44 13F-HR Timeline Quarry LP More: the full row for Quarry LP 473 $150K 0.04% new 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 465 $148K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 452 $143K <0.01% +164 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 446 $142K <0.01% +277 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 420 $133K 0.01% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 400 $127K 0.03% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 400 $127K 0.02% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 377 $120K 0.01% +302 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 350 $111K 0.04% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 350 $111K 0.06% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 333 $106K <0.01% +21 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 331 $105K 0.02% +9 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 328 $104K 0.08% -151 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 319 $101K <0.01% -207 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 303 $97.5K 0.02% +258 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 294 $93.3K <0.01% +64 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 279 $88.5K <0.01% +11 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 271 $86K <0.01% +74 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 248 $78.7K 0.03% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 246 $78.1K <0.01% -72 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 246 $78.1K <0.01% -133 13F-HR/A Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 242 $76.8K 0.02% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 225 $71.5K 0.06% -16 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 218 $69.2K 0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 217 $69K 0.01% +115 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 214 $67.8K 0.01% -14 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 200 $63.5K 0.02% -150 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 199 $63.1K <0.01% +124 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 192 $60.9K 0.01% +13 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 187 $59.3K <0.01% +21 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 167 $53K 0.02% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 158 $50.1K <0.01% -309 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 141 $44.7K <0.01% -6 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 140 $44.4K -5,035 Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 139 $44.1K <0.01% +138 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 138 $43.8K <0.01% 0 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 128 $40.6K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 40 $36.5K <0.01% +5 13F-HR Timeline Amount filed as zero, left out of ratios. Kennebec Savings Bank More: the full row for Kennebec Savings Bank 112 $35.5K 0.04% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 110 $34.9K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 100 $31.7K 0.03% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 100 $31.7K 0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 95 $30.1K <0.01% -1,529 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 86 $27.3K <0.01% 0 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 86 $27.3K 0.02% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 86 $27.3K <0.01% +16 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 80 $25.4K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 77 $24K 0.02% +29 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 75 $23.8K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 73 $23.2K 0.01% -18 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 63 $20K <0.01% +3 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 61 $19.2K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 59 $18.8K <0.01% -896 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 53 $16.8K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 51 $16.2K <0.01% +2 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 50 $15.9K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 49 $15.5K <0.01% -209 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 45 $14.5K 0.01% -20 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 43 $14.4K <0.01% +34 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 45 $14.3K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 42 $13.3K 0.01% +40 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 38 $12.1K 0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 36 $11.4K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 34 $10.8K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 34 $10.8K <0.01% 0 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 32 $10.2K 0.01% -2 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 31 $10K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 27 $9.59K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 30 $9.52K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 27 $8.57K <0.01% +12 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 24 $7.62K <0.01% 0 13F-HR Timeline Group Robinswood Financial LLC More: the full row for Robinswood Financial LLC 24 $7.61K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 23 $7.3K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 22 $6.99K <0.01% 0 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 22 $6.98K <0.01% +19 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 22 $6.98K <0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 21 $6.66K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 20 $6.35K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 20 $6.35K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 20 $6K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 18 $5.71K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 17 $5.39K <0.01% -570 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 14 $4.44K <0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 13 $4.12K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 12 $3.81K <0.01% -52 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 11 $3.49K <0.01% -161 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 11 $3.49K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 11 $3.49K <0.01% +8 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 11 $3.49K <0.01% +9 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 10 $3.17K <0.01% +8 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 9 $2.86K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 9 $2.85K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 9 $2.85K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 7 $2.22K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 8 $2K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 7 $2K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 100 $1.9K <0.01% +94 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 6 $1.9K <0.01% -8 13F-HR Timeline