EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,315 $281K 0.01% +1,208 13F-HR/A Timeline Group M. Kraus & Co More: the full row for M. Kraus & Co 3,304 $280K 0.08% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,283 $279K 0.01% -1,337 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3,259 $277K 0.01% new 13F-HR Timeline Group Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 3,236 $275K <0.01% new 13F-HR Timeline Group First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 3,200 $272K <0.01% 0 13F-HR/A Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,200 $272K 0.02% 0 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 3,200 $272K 0.08% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,189 $271K 0.01% -46 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,096 $263K <0.01% -1,564 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,096 $263K 0.02% -1,458 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 3,092 $262K 0.17% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 3,068 $260K 0.09% -1,845 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,028 $259K 0.01% 0 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 3,048 $259K <0.01% -38,960 13F-HR Timeline Group Washington Trust Bank More: the full row for Washington Trust Bank 3,000 $255K 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 $255K 0.02% 0 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 3,000 $255K 0.06% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,983 $253K 0.01% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,960 $251K 0.03% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,952 $251K 0.01% +127 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,952 $251K 0.03% -55 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,925 $248K <0.01% +133 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,894 $246K 0.01% -269 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 2,884 $245K 0.02% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,884 $245K 0.01% -83 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,868 $243K 0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,858 $243K <0.01% -10 13F-HR/A Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,811 $239K <0.01% +20 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 2,800 $238K 0.02% 0 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 2,797 $237K 0.17% +42 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 2,790 $237K 0.14% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,786 $236K <0.01% new 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 2,749 $233K <0.01% -32 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,710 $230K 0.01% +26 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,705 $230K 0.04% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,672 $227K <0.01% -802 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 2,668 $226K 0.05% 0 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 2,632 $223K 0.01% -356 13F-HR Timeline Group Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,631 $223K 0.03% -104 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,627 $223K 0.01% +117 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,605 $221K 0.05% new 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 2,572 $218K 0.08% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,566 $218K <0.01% -50 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,563 $217K 0.01% +30 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 2,522 $214K 0.19% -185 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,511 $213K 0.04% new 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,500 $212K <0.01% +21 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,491 $211K 0.02% -180 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,475 $210K 0.07% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,455 $208K 0.03% -100 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 2,427 $206K 0.06% -32 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,426 $206K <0.01% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,409 $204K <0.01% -372 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 2,375 $202K 0.01% -2,375 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,365 $201K 0.01% +3 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 2,365 $201K 0.1% +8 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,326 $197K <0.01% +273 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 2,118 $180K 0.01% +78 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,079 $172K 0.01% +35 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,980 $168K 0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,937 $164K <0.01% -318 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,896 $162K <0.01% -131 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,904 $162K 0.03% -162 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 1,893 $161K 0.03% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,764 $150K <0.01% +601 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,707 $145K <0.01% +139 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 1,524 $129K 0.01% -130 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,516 $129K 0.01% +99 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,496 $127K <0.01% +93 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,430 $121K 0.06% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,351 $115K 0.04% -949 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,341 $114K <0.01% +315 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,253 $106K <0.01% +138 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bank of New Hampshire More: the full row for Bank of New Hampshire 1,174 $99.6K 0.02% -25 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,000 $84.9K 0.02% 0 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 974 $83K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 890 $75.5K <0.01% 0 13F-HR Timeline Group SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 830 $70.4K 0.03% 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 808 $68.6K 0.01% +3 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 800 $67.9K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 764 $64.8K 0.04% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 726 $61.6K <0.01% +2 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 719 $61K 0.01% -740 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 679 $57.6K <0.01% -1,111 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 660 $56K 0.04% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 609 $52K 0.04% -514 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 595 $50.5K 0.02% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 545 $46.9K 0.02% +2 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 550 $46.7K 0.01% -394 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 535 $45.4K <0.01% +211 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/ 509 $43.1K <0.01% +62 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 501 $42.6K 0.01% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 501 $42.5K <0.01% -3,124 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 478 $40.6K 0.02% -500 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 476 $40.4K 0.01% +2 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 468 $39.7K <0.01% -26 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 426 $36.2K <0.01% new 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 404 $34.3K <0.01% +125 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 390 $33.1K <0.01% -62 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 389 $33K <0.01% +11 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 377 $32K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 360 $30.6K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 349 $29.6K <0.01% +60 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 327 $27.8K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 320 $27.1K <0.01% +28 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 283 $24K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 264 $22.4K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 234 $19.9K 0.01% +34 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 220 $18.6K <0.01% -6 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 212 $18K 0.01% 0 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 203 $17.2K <0.01% new 13F-HR/A Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 200 $17K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 192 $16.3K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 180 $15.3K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 179 $15.2K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 177 $15K 0.01% +4 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 161 $13.7K 0.01% 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 145 $12.3K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 141 $12K <0.01% +4 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 135 $11.5K <0.01% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 131 $11.1K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 130 $11K <0.01% +51 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 123 $10.4K <0.01% -4 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 112 $9.51K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 110 $9.34K <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 $8.57K <0.01% 0 13F-HR Timeline Group Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 100 $8.49K 0.01% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 90 $7.75K <0.01% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 91 $7.72K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 90 $7.64K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 90 $7.64K <0.01% new 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 87 $7.38K <0.01% +44 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 85 $7.21K <0.01% +78 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 82 $6.96K <0.01% +43 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 82 $6.96K <0.01% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 78 $6.67K <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 78 $6.62K 0.12% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 76 $6.54K <0.01% -4 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 76 $6.45K <0.01% -73 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 66 $5.6K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 63 $5.38K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 62 $5.26K <0.01% +1 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 Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 58 $4.92K <0.01% +7 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 57 $4.84K <0.01% +41 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 50 $4.24K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 46 $3.9K <0.01% -1 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 46 $3.9K <0.01% new 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 46 $3.9K <0.01% 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 40 $3.4K <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 Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 35 $2.97K <0.01% -564 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 34 $2.89K <0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 34 $2.89K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 30 $2.55K <0.01% +3 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 30 $2.55K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 29 $2.47K <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 $2.46K <0.01% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 25 $2.12K <0.01% +6 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 24 $2.04K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 23 $1.95K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 22 $1.9K <0.01% -6 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 22 $1.87K <0.01% +4 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 22 $1.87K <0.01% +10 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 21 $1.78K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 21 $1.78K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 20 $1.71K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 20 $1.7K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 20 $1.7K <0.01% +1 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 19 $1.61K <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 18 $1.53K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 18 $1.53K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 18 $1.53K <0.01% +8 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 17 $1.44K <0.01% +2 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 17 $1.4K <0.01% +1 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 16 $1.36K <0.01% 0 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 15 $1.27K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 15 $1.27K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 13 $1.12K <0.01% +7 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 13 $1.1K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 13 $1.1K <0.01% -20 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 23 $1K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 11 $934 <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 9 $764 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 9 $764 <0.01% -3 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 7 $594 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 7 $594 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $594 <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 6 $509 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5 $424 <0.01% +2 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 5 $424 <0.01% -8 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 5 $424 <0.01% -1,173 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 5 $424 <0.01% new 13F-HR/A Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $188 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $85 <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $85 <0.01% new 13F-HR Timeline