Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 48,174 $4.63M 1.15% -2,315 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 48,161 $4.62M 0.54% -299 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 47,949 $4.6M 1.04% -1,211 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 47,926 $4.6M 0.49% +6,682 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 47,911 $4.6M 0.41% -20,080 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 47,729 $4.58M 1.1% -109 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 47,666 $4.58M 0.28% -371 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 47,561 $4.57M 1.2% 0 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 47,116 $4.52M 0.23% -251 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 46,309 $4.45M 0.03% +2,317 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 46,252 $4.44M 0.33% +2,474 13F-HR Timeline Compass Financial Group, Inc. (Ohio) More: the full row for Compass Financial Group, Inc. (Ohio) 46,058 $4.42M 3.24% 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 45,791 $4.4M 0.03% -9,321 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 45,707 $4.39M 1.6% -70 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 45,549 $4.37M 0.23% +2,207 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 45,549 $4.37M 0.93% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 45,262 $4.35M 0.12% -197 13F-HR Timeline Group NYL Investors LLC More: the full row for NYL Investors LLC 45,239 $4.34M 1.48% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 45,069 $4.33M 0.24% +3,211 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 45,023 $4.32M 1.04% -1,026 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 44,875 $4.31M 0.85% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 44,749 $4.3M 0.84% +161 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 44,704 $4.29M 0.29% -123 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 44,564 $4.28M 1.54% -1,262 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 44,098 $4.23M 2.57% -1,088 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 43,963 $4.22M 0.68% +505 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 43,803 $4.21M 0.12% +1,805 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 43,646 $4.19M 0.46% -13 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 43,541 $4.18M 0.04% +1,737 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/ 43,437 $4.17M <0.01% -4,356 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 43,158 $4.14M 0.19% -616 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 42,549 $4.09M 0.64% +1,000 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 42,399 $4.07M 1.97% +108 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 42,392 $4.07M 0.06% +5,824 13F-HR Timeline Group Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 42,338 $4.07M 0.15% -780 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 41,983 $4.03M 0.23% +12,458 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 41,742 $4.01M 0.13% +30,079 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 41,732 $4.01M 1.4% -6,080 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 41,611 $3.99M 0.7% +5,059 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 41,318 $3.97M 0.34% 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 41,014 $3.94M 0.21% +1,100 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 40,989 $3.94M 0.05% +2,058 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 40,983 $3.94M 0.32% +256 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 40,889 $3.93M 1.05% -13,990 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 40,884 $3.93M 1.05% 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 40,720 $3.91M 1.31% -23,745 13F-HR Timeline Group STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 40,500 $3.89M 0.16% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 40,250 $3.87M 0.42% -950 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 39,940 $3.84M 1.38% +12,401 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 39,887 $3.83M 0.23% +4,827 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 39,840 $3.83M 3.21% 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 38,629 $3.83M 0.25% -297 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 39,833 $3.83M 0.73% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 39,831 $3.82M 0.56% +1,463 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 39,652 $3.81M 0.02% -399 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 37,038 $3.8M 2.73% +896 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 39,492 $3.79M 0.71% +6,735 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 39,387 $3.78M 0.04% 0 13F-HR Timeline Group PFW Advisors LLC More: the full row for PFW Advisors LLC 39,335 $3.78M 1.14% -1,426 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 39,331 $3.78M 0.67% 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 39,191 $3.76M 0.32% -12 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 38,756 $3.72M 2.55% 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 38,735 $3.72M 0.1% +22,824 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 38,577 $3.7M 0.17% +3,416 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 38,229 $3.67M 0.41% +4,524 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 38,055 $3.65M 1.43% 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 37,982 $3.65M 0.26% +7,743 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 37,887 $3.64M 0.56% -1,679 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 37,529 $3.6M 0.68% -477 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 37,116 $3.6M 0.2% -4,516 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 37,098 $3.56M 0.28% +15,798 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 36,882 $3.54M 0.35% +101 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 36,579 $3.51M 2.02% -518 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 35,370 $3.51M 0.63% -206 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 36,514 $3.51M 0.08% +36,098 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 36,462 $3.5M 0.46% -210 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 36,404 $3.5M 3.03% -3,936 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 36,260 $3.48M 2.23% 0 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 36,207 $3.48M 0.76% 0 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 36,150 $3.47M 0.47% -1,600 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 35,852 $3.44M 0.11% +2,366 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 34,197 $3.44M 0.12% +1,351 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 35,627 $3.42M 0.74% -2,896 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 35,587 $3.42M 0.06% -1,647 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 35,507 $3.41M 0.36% -69 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 35,418 $3.4M 1.96% +1,650 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 35,381 $3.4M 0.07% +858 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 35,377 $3.4M 0.43% -2,516 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 35,198 $3.38M 0.22% +133 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 34,939 $3.36M 0.13% +88 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 34,939 $3.36M 2.4% -1,008 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 34,668 $3.33M 0.44% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 34,648 $3.33M 0.28% +178 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 34,637 $3.33M 0.18% -220 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 34,420 $3.31M 0.07% +17 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 34,396 $3.3M 0.54% +18,248 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 34,321 $3.3M 0.3% +1,102 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 32,225 $3.28M 1.46% +124 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 34,149 $3.28M 1.47% -94 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 34,133 $3.28M 0.06% 13F-HR Timeline Group Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 33,827 $3.25M 0.88% -529 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 33,824 $3.25M <0.01% -1,542,535 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 33,721 $3.24M 0.08% +1,261 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 33,519 $3.22M 0.64% -132 13F-HR Timeline LTG Capital LLC More: the full row for LTG Capital LLC 33,432 $3.21M 2.5% -921 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 33,363 $3.2M 1.35% +3,962 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 33,348 $3.2M 0.01% +8,511 13F-HR Timeline Group Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 33,278 $3.2M 0.01% 0 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 33,251 $3.19M 0.82% +161 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 33,249 $3.19M 0.93% -1,251 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 33,155 $3.19M 0.05% 0 13F-HR Timeline Group SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 33,095 $3.18M 1.2% new 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 33,009 $3.17M 0.51% -411 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 33,005 $3.17M 0.07% -6 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 32,824 $3.15M 0.43% -36,172 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 32,821 $3.15M 1.77% 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 32,433 $3.15M 1.19% 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 32,731 $3.14M 2.23% -79 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 32,657 $3.14M 1.96% +4,415 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 30,541 $3.13M 0.07% +928 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 32,595 $3.13M 0.36% +9,354 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 32,568 $3.13M 0.38% -7,969 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 32,555 $3.13M 0.98% +13 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 32,502 $3.12M 0.03% -14,191 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 32,482 $3.12M 0.4% -1,828 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 32,463 $3.12M <0.01% +6,272 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 32,375 $3.11M 2.34% +2,971 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 32,318 $3.1M 1.86% -915 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 32,226 $3.09M 0.04% +2,098 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 32,082 $3.08M 0.8% -35 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 32,037 $3.08M 0.01% +21,850 13F-HR Timeline Group SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 31,992 $3.07M 1.83% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 31,830 $3.06M 0.52% +22 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 31,619 $3.04M 0.11% +15,856 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 31,523 $3.03M 0.09% -1,338 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 31,415 $3.02M 1.5% +3,360 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 31,400 $3.02M 1% +1,800 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 31,194 $3M 0.21% -61 13F-HR/A Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 30,932 $2.97M 0.02% +4,040 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 30,923 $2.97M 0.86% -87 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 30,761 $2.95M 1.06% -44 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 30,690 $2.95M 0.86% +2,601 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 30,684 $2.95M 0.48% -540 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 30,655 $2.94M 0.81% +2,180 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 30,575 $2.94M 2.48% +34 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 30,542 $2.93M 0.14% +238 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 30,501 $2.93M 0.19% -1,082 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 30,446 $2.92M 0.02% -2,827 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 30,238 $2.9M 1.35% -2,535 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 30,213 $2.9M 1.02% +29 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 30,134 $2.89M 1.26% -708 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 29,264 $2.88M 0.42% +14,632 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 34,240 $2.86M 0.26% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 29,766 $2.86M 0.09% -609 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 29,700 $2.85M 2.74% 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 29,674 $2.85M 0.28% -68 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 29,585 $2.84M 1.74% -237 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 29,506 $2.83M 1.31% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 29,324 $2.82M 0.13% -185 13F-HR Timeline Group ASL Financial, LLC More: the full row for ASL Financial, LLC 29,240 $2.81M 2.21% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 29,145 $2.8M 0.25% +1,301 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 28,992 $2.78M 0.05% +8,148 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 28,988 $2.78M 0.16% +2,692 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 28,977 $2.78M 0.09% +1,373 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 28,921 $2.78M 0.03% new 13F-HR Timeline Group Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 28,918 $2.78M 3.15% new 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 28,915 $2.78M 1.09% +516 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 28,897 $2.77M 0.42% 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 28,886 $2.77M 1.41% +150 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 28,769 $2.76M 0.39% -2,217 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 28,727 $2.76M 0.04% -98 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 28,680 $2.75M 0.24% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 28,661 $2.75M 0.66% +313 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 28,627 $2.75M 0.22% +1,163 13F-HR Timeline Group Hillman Capital Management, Inc. More: the full row for Hillman Capital Management, Inc. 28,562 $2.74M 1.73% +2,738 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 28,516 $2.74M 0.2% -71 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 28,486 $2.74M 0.06% +11,624 13F-HR Timeline Community Bank, N.A. 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