ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 987 $108K <0.01% +1 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 959 $105K 0.04% +6 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 957 $105K 0.06% +938 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 847 $93K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 806 $88.3K 0 Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 768 $84.1K 0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 725 $79.4K 0.04% 0 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 700 $76.7K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 699 $76.5K 0.04% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 677 $74.1K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 647 $70.9K <0.01% -949 13F-HR Timeline Quarry LP More: the full row for Quarry LP 642 $70.3K 0.01% +411 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 618 $67.7K 0.01% -45 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 617 $67.6K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 589 $64.5K <0.01% -621 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 584 $64K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 574 $62.8K 0.01% -41 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 572 $62.6K <0.01% +397 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 571 $62.5K 0.05% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 550 $60.2K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 540 $59.1K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 540 $59.1K <0.01% +235 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 532 $58.3K 0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 521 $56.6K 0.04% -76 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 516 $56.5K 0.01% +12 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 516 $56.5K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 508 $53.7K <0.01% +61 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 449 $49.2K 0.02% 0 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 440 $48.2K 0.03% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 444 $47.6K 0.04% -66 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 421 $46.1K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 413 $45.2K <0.01% +182 13F-HR Timeline BAYBAN More: the full row for BAYBAN 400 $43.8K 0.04% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 401 $43.5K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 384 $42.1K 0.01% +93 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 366 $40.1K <0.01% -1,146 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 365 $40K 0.03% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 360 $39.4K 0.02% -13 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 359 $39.3K 0.01% +34 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 349 $38.2K 0.01% +253 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 346 $37.9K <0.01% +177 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 342 $37.5K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 330 $36.1K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 320 $35.1K <0.01% +9 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 315 $34.5K 0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 350 $34.4K 0.02% -30 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 300 $32.9K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 300 $32.9K 0.01% -100 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 290 $31.8K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 281 $31K <0.01% -3 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 263 $28.8K 0.01% +117 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 260 $28.5K 0.01% 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 259 $28.4K 0.01% +97 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 250 $27.4K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 250 $27.4K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 229 $25.1K <0.01% -41 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 222 $24.3K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 219 $24K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 214 $23.2K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 210 $23K 0.01% -120 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 207 $22.7K 0.01% -1 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 204 $22.3K <0.01% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 203 $22.2K 0.01% new 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 201 $22K 0.02% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 200 $21.9K <0.01% 0 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 200 $21.9K <0.01% -231 13F-HR Timeline Group Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 200 $21.9K 0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 199 $21.8K <0.01% -5 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 188 $20.6K <0.01% +3 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 183 $20K 0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 176 $19.3K <0.01% +31 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 162 $18K <0.01% 0 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 162 $17.7K <0.01% -2,509 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 151 $16.5K <0.01% -2 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 150 $16.4K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 149 $16.3K 0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 137 $15K <0.01% +106 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 137 $15K <0.01% +7 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 135 $14.8K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 134 $14.7K <0.01% +15 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 132 $14.5K <0.01% -12 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 132 $14.5K <0.01% new 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 130 $14.2K <0.01% -1 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 129 $14.1K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 123 $13.5K <0.01% +11 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 123 $13.5K <0.01% -2 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 122 $13.4K <0.01% -123 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 120 $13K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 116 $12.7K 0.01% -2 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 114 $12.5K <0.01% +10 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 111 $12.2K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 110 $12K <0.01% +54 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 109 $11.9K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 108 $11.8K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 105 $11.5K <0.01% +5 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 104 $11.4K 0.01% +21 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 104 $11.4K 0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 103 $11.3K <0.01% +45 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 102 $11.2K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 100 $11K <0.01% +68 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 100 $11K <0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 100 $11K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 100 $11K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 99 $10.8K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 97 $10.6K <0.01% -6 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 91 $9.96K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 78 $8.54K <0.01% +24 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 77 $8.43K <0.01% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 74 $8.1K <0.01% -40 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 74 $8.1K <0.01% -27 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 74 $8.1K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 74 $8.1K <0.01% +28 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 75 $8K 0.01% -147 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 67 $7.34K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 66 $7.23K 0.01% -13 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 64 $7.01K <0.01% +1 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 71 $7K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 62 $6.79K <0.01% +2 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 61 $6.68K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 70 $6.58K <0.01% +3 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 58 $6.35K <0.01% +3 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 58 $6.35K <0.01% +33 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 57 $6.24K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 55 $6.02K <0.01% +46 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 57 $6K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 54 $5.91K <0.01% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 52 $5.7K <0.01% +46 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 50 $5.48K <0.01% +18 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 50 $5.48K 0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 46 $5.04K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 46 $5K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 45 $4.93K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 44 $4.82K <0.01% new 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 44 $4.82K <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 44 $4.82K <0.01% new 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 43 $4.71K <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 42 $4.6K <0.01% new 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 48 $4.5K <0.01% +4 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 41 $4.49K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 40 $4.38K <0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 40 $4.38K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 40 $4.38K <0.01% +5 13F-HR/A Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 40 $4.35K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 39 $4.27K <0.01% +4 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 39 $4.27K <0.01% -1 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 38 $4.16K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 37 $4.05K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 35 $4K <0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 33 $3.61K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 33 $3.59K <0.01% +16 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 33 $3.55K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 32 $3.5K <0.01% +3 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 30 $3.29K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 30 $3.29K <0.01% +16 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 30 $3.29K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 29 $3.18K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 29 $3.18K <0.01% -22 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 29 $3.18K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 29 $3.18K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 29 $3.17K <0.01% +5 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 28 $3.07K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 28 $3.07K <0.01% -12 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 30 $3K <0.01% 0 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 26 $3K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 26 $2.84K <0.01% -151 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 25 $2.74K <0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 25 $2.74K <0.01% 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 24 $2.63K <0.01% 0 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 22 $2.41K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 20 $2.19K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 20 $2.19K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 19 $2.08K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 19 $2.08K <0.01% +1 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 19 $2K <0.01% 0 13F-HR/A Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 18 $1.97K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 18 $1.97K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 17 $1.86K <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 16 $1.75K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 15 $1.64K <0.01% new 13F-HR/A Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 15 $1.64K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 14 $1.53K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 14 $1.53K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 13 $1.42K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 12 $1.31K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 12 $1.31K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 12 $1.31K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 12 $1.31K <0.01% +9 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 11 $1.21K <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 11 $1.21K <0.01% +1 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 10 $1.1K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 10 $1.1K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 10 $1.09K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 10 $1.09K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 10 $1.09K <0.01% +7 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 10 $1.09K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 10 $1.09K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 18 $1K <0.01% 0 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 9 $986 <0.01% new 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 9 $986 <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 10 $900 <0.01% 0 13F-HR Timeline