SUMMITRY LLC More: the full row for SUMMITRY LLC 3,385 $300K 0.01% +649 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,373 $299K <0.01% +175 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,356 $298K 0.02% -342 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 3,304 $293K 0.08% -139 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 3,295 $292K 0.1% -398 13F-HR/A Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,293 $292K 0.01% -15 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 3,293 $292K 0.07% 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,235 $287K 0.01% -103 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 3,200 $284K <0.01% 0 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,200 $284K 0.02% 0 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 3,200 $284K 0.08% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,163 $280K 0.02% -811 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,028 $279K 0.01% -98 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 3,124 $277K 0.02% +737 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 2,838 $275K 0.01% -26 13F-HR Timeline Group Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 3,092 $274K 0.17% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,007 $267K 0.04% -129 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,000 $266K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 3,000 $266K 0.02% 0 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 3,000 $266K 0.06% 0 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 2,988 $265K 0.01% new 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,967 $263K 0.01% +304 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,960 $262K 0.03% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,856 $260K 0.01% new 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 2,905 $258K 0.1% new 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 2,884 $256K 0.02% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,868 $254K <0.01% -2,627 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,868 $254K 0.01% -167 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,867 $254K <0.01% +305 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,836 $251K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,825 $250K 0.01% -7,965 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 2,800 $248K 0.02% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,792 $248K <0.01% -367 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,791 $247K <0.01% +16 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 2,790 $247K 0.14% 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,781 $247K <0.01% +6 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 2,781 $247K <0.01% +5 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,781 $247K <0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,761 $245K <0.01% -1,138 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 2,755 $244K 0.22% 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 2,540 $244K 0.02% new 13F-HR Timeline Group Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,735 $242K 0.04% -109 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 2,707 $240K 0.21% 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,705 $240K 0.04% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,684 $238K 0.01% +15 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,671 $237K 0.03% +226 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 2,668 $237K 0.06% 0 13F-HR Timeline Vericrest Private Wealth More: the full row for Vericrest Private Wealth 2,666 $236K 0.21% 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,644 $234K <0.01% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,616 $232K <0.01% -31 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,559 $227K <0.01% -1,961 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,555 $227K 0.03% +1,500 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,533 $225K 0.02% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,510 $223K 0.01% -161 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,480 $220K 0.01% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,479 $220K <0.01% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,477 $220K 0.01% +25 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,475 $219K 0.07% 0 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 2,459 $218K 0.06% -130 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,422 $215K <0.01% -134 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,396 $212K <0.01% new 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,362 $209K 0.01% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,361 $209K <0.01% new 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 2,357 $209K 0.1% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,348 $208K 0.01% -125 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,331 $207K 0.04% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,300 $204K 0.07% -845 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 2,298 $204K 0.21% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,271 $201K <0.01% new 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 2,267 $201K 0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,255 $200K <0.01% -163 13F-HR/A Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,107 $187K 0.01% +66 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,027 $187K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,044 $185K 0.01% +213 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,066 $183K 0.02% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,053 $182K <0.01% +802 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,040 $181K 0.01% +70 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 1,981 $176K 0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,980 $176K 0.01% 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 1,947 $175K <0.01% 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,950 $173K 0.08% +1,714 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,790 $159K <0.01% -1,687 13F-HR/A Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,654 $147K 0.01% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 1,647 $146K 0.04% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,568 $139K <0.01% -413 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,506 $134K <0.01% +1,433 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,459 $129K 0.02% +252 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,430 $127K 0.07% -60 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,417 $126K 0.01% +84 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,403 $124K <0.01% +123 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 978 $120K 0.06% +500 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,199 $106K 0.02% -190 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,178 $104K 0.03% new 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,163 $103K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,123 $100K 0.05% -4 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,115 $98.9K <0.01% +361 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,026 $91K <0.01% +2 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 974 $86K <0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 944 $83.7K 0.02% +409 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,000 $81.8K 0.02% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 890 $78.9K <0.01% +818 13F-HR Timeline Group Gleason Group, Inc. More: the full row for Gleason Group, Inc. 805 $71.4K 0.01% +3 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 800 $70.9K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 724 $64.2K <0.01% +2 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 660 $58.5K 0.04% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 645 $57.2K 0.03% 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 599 $53.1K <0.01% +288 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 595 $52.8K 0.02% +11 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 543 $48.1K 0.02% +2 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 511 $45.3K 0.03% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 494 $43.8K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 474 $42K 0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 452 $40.1K <0.01% -70 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 447 $39.5K <0.01% new 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 378 $33.5K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 377 $33.4K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 360 $31.9K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 350 $31K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 327 $29K 0.01% +2 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 324 $28.7K <0.01% -16 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 292 $25.9K <0.01% +67 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 289 $25.6K <0.01% +7 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 279 $24.7K <0.01% +223 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 264 $23.4K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 229 $20.3K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 226 $20K <0.01% +27 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 212 $18.8K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 200 $17.7K 0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 199 $17.6K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 192 $17K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 180 $15.9K <0.01% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 179 $15.9K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 173 $15.4K 0.01% 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 149 $13.2K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 145 $12.9K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 137 $12.1K <0.01% +32 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 127 $11.3K <0.01% +85 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 112 $9.93K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 110 $9.75K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 101 $8.96K <0.01% 0 13F-HR Timeline Group Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 100 $8.87K 0.01% 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 91 $8.07K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 90 $7.98K 0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 85 $7.54K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 80 $7.09K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 79 $7.03K <0.01% -3 13F-HR Timeline Group Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 78 $7.01K <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 78 $6.92K 0.13% -2 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 66 $5.85K <0.01% +17 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 63 $5.62K <0.01% +23 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 63 $5.59K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 61 $5.41K <0.01% 0 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 56 $5K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 52 $4.61K <0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 51 $4.52K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 50 $4.43K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 47 $4.17K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 47 $4.17K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 43 $3.81K <0.01% +7 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 40 $3.55K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 39 $3.46K <0.01% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 37 $3.28K <0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 34 $3.01K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 39 $3K <0.01% 0 13F-HR/A Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 33 $2.93K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 30 $2.66K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 29 $2.64K <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 29 $2.57K <0.01% -26 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 28 $2.51K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 27 $2.39K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 24 $2.13K <0.01% +6 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 23 $2.04K <0.01% +2 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 23 $2K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 21 $1.86K <0.01% -10 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 21 $1.86K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 20 $1.78K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 20 $1.77K <0.01% +13 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 20 $1.77K <0.01% -140 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 19 $1.69K <0.01% new 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 19 $1.69K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 19 $1.69K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 19 $1.69K <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 19 $1.69K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 16 $1.64K <0.01% -67 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 18 $1.6K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 18 $1.6K <0.01% +2 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 16 $1.42K <0.01% 0 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 16 $1.42K <0.01% -50 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 16 $1.42K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 15 $1.33K <0.01% +1 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 15 $1.33K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 13 $1.15K <0.01% -45 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 13 $1.15K <0.01% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 12 $1.06K <0.01% +4 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 12 $1.06K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 11 $976 <0.01% +3 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 10 $887 <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 10 $887 <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 10 $886 <0.01% +4 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 7 $621 <0.01% new 13F-HR Timeline