Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,541 $284K <0.01% -483 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 2,535 $283K 0.23% +585 13F-HR/A Timeline Carlson Capital, L.P. More: the full row for Carlson Capital, L.P. 2,500 $280K 0.16% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,441 $273K 0.01% -261 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,440 $273K <0.01% +189 13F-HR/A Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,436 $272K 0.01% -1,705 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 2,430 $272K 0.07% -48,912 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 2,422 $271K 0.32% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,417 $270K 0.03% -887 13F-HR/A Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,406 $269K 0.11% -634 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,399 $268K 0.16% -119 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,395 $268K <0.01% -172 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 2,367 $265K 0.09% -1,059 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 2,347 $262K 0.02% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,343 $262K 0.01% +229 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,337 $261K 0.01% +540 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,328 $260K 0.02% -118 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 2,310 $258K 0.04% new 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 2,290 $256K 0.17% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,269 $254K 0.01% +830 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,269 $254K 0.01% -659 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,263 $253K 0.01% +640 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 2,223 $249K 0.57% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,183 $244K 0.03% -19 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,180 $244K 0.02% -400 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,179 $244K 0.01% +96 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 2,177 $243K <0.01% -32,523 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,172 $243K <0.01% -246 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,172 $243K <0.01% -121 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,183 $242K <0.01% +748 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,133 $238K 0.01% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,107 $236K <0.01% +724 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,106 $235K 0.04% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,079 $232K 0.17% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,078 $232K <0.01% -629 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 2,058 $230K 0.06% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,057 $230K 0.01% +56 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,007 $224K 0.01% -162 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,997 $223K <0.01% -422 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,992 $223K 0.01% -1,064 13F-HR Timeline Group Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,081 $220K 0.15% -233 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,951 $218K 0.2% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,993 $218K 0.02% -8,515 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,943 $217K <0.01% -565 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,923 $215K 0.01% +180 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 1,922 $215K <0.01% new 13F-HR/A Timeline Group AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 1,914 $214K 0.09% new 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,903 $213K 0.06% -146 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,902 $213K 0.01% 0 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 1,878 $210K 0.08% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,868 $209K 0.06% +274 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 1,846 $206K 0.04% -714 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,757 $206K 0.02% -46 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 1,839 $206K 0.02% new 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,835 $205K 0.05% -140 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,830 $205K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,812 $203K 0.02% -1,085 13F-HR/A Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1,810 $202K <0.01% -368 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,796 $201K 0.02% -88 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,788 $200K 0.04% -15 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,760 $197K 0.01% +122 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,667 $186K 0.01% -226 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 1,600 $179K 0.07% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,554 $174K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,520 $170K 0.11% -300 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,477 $165K 0.01% -533 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,468 $164K 0.02% +489 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,386 $155K 0.01% -258 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,367 $153K 0.08% +194 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,350 $151K <0.01% +150 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,345 $150K <0.01% -128 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,307 $146K <0.01% -1,950 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,300 $145K 0.02% -2,080 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 1,203 $135K 0.04% +1,022 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,192 $133K 0.02% +474 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,182 $132K <0.01% -24 13F-HR Timeline Group TOBAM More: the full row for TOBAM 1,169 $131K 0.06% -16,251 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. State of Wyoming More: the full row for State of Wyoming 1,144 $128K 0.02% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,130 $126K <0.01% -44 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,122 $125K 0.03% 0 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1,108 $124K <0.01% +1,107 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,101 $123K 0.03% +825 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,032 $115K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,010 $113K 0.03% +950 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 871 $97.4K <0.01% -123 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 787 $88K 0.02% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 774 $86.5K 0.02% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 762 $85.2K <0.01% -3 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 750 $84K <0.01% new 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 714 $79.8K 0.03% -20 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 700 $78.3K 0.03% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 698 $78K <0.01% -367 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 671 $75K 0.02% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 664 $74.2K <0.01% -54 13F-HR Timeline DNCA FINANCE More: the full row for DNCA FINANCE 662 $74K 0.01% +366 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 600 $67.1K 0.02% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 582 $65.1K <0.01% -11,635 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 576 $64.4K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 549 $61.4K 0.01% +184 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 411 $57.3K 0.01% +159 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 511 $57.1K <0.01% -1,936 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 504 $56.4K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 475 $53.1K <0.01% -1 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 468 $52.3K 0.01% -18 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 467 $52.2K <0.01% +15 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 443 $50K <0.01% -944 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 444 $49.5K <0.01% -501 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 445 $47K 0.03% -133 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 426 $47K 0.02% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 378 $42.3K 0.01% -24 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 201 $40.8K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 318 $35.6K 0.02% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 312 $34.9K 0.02% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 300 $33.5K 0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 300 $33.5K 0.01% -300 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 300 $33.5K 0.03% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 267 $29.9K <0.01% -9 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 246 $27.5K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 250 $26.7K <0.01% +40 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 229 $25.6K <0.01% +1 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 228 $25.5K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 228 $25.5K <0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 222 $24.8K 0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 220 $24.6K 0.01% -130 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 220 $24.6K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 219 $24.5K <0.01% +141 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 215 $24K <0.01% -29 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 207 $23.5K <0.01% -1,534 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 114 $23.2K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 200 $22.4K 0.01% -50 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 197 $22K <0.01% new 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 195 $22K <0.01% -22 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 178 $19.9K <0.01% +10 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 176 $19.7K <0.01% +82 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 165 $18.4K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 162 $18.1K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 148 $16.5K <0.01% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 146 $16.3K <0.01% -2,352 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 139 $16K <0.01% +53 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 133 $14.8K 0.01% -1 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 131 $14.6K <0.01% +58 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 120 $13.4K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 115 $12.9K <0.01% +54 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 112 $12.5K 0.01% -280 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 84 $9.39K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 84 $9.39K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 83 $9.28K 0.01% +21 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 80 $8.95K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 78 $8.72K <0.01% -396 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 75 $8.5K <0.01% new 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 72 $8.05K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 72 $8.05K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 40 $8K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 70 $7.83K 0.01% +27 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 65 $7.27K <0.01% new 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 60 $6.71K 0.04% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 58 $6.19K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 54 $6.04K <0.01% 0 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 57 $6K <0.01% -2,514 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 54 $6K <0.01% -20 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 52 $5.81K 0.01% +37 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 49 $5.48K <0.01% +37 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 49 $5.48K <0.01% -60 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 48 $5.37K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 42 $4.88K <0.01% +38 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 40 $4.47K <0.01% new 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 36 $4.03K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 36 $4.03K <0.01% -810 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 43 $4K <0.01% +4 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 40 $4K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 30 $3.35K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 30 $3.35K <0.01% -3 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 30 $3.35K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 29 $3.17K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 28 $3.13K <0.01% -116 13F-HR Timeline Group Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 28 $3.13K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 30 $3K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 24 $2.68K <0.01% -36 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 24 $2.68K <0.01% 0 13F-HR/A Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 24 $2.68K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 24 $2.68K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 22 $2.46K <0.01% -678 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 21 $2.35K <0.01% new 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 21 $2.35K <0.01% -79 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 21 $2.35K <0.01% +9 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 19 $2.13K <0.01% +4 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 19 $2.12K <0.01% -17 13F-HR Timeline Trust Co More: the full row for Trust Co 18 $2.01K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 18 $2.01K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 18 $2.01K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 18 $2.01K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 17 $1.9K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 16 $1.79K <0.01% -8 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 14 $1.57K <0.01% +10 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 13 $1.46K <0.01% new 13F-HR Timeline Group Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 13 $1.45K <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 12 $1.34K <0.01% 0 13F-HR/A Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 12 $1.34K <0.01% -41 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 12 $1.34K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 12 $1.34K <0.01% +7 13F-HR Timeline