Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,781 $258K 0.05% new 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 2,780 $257K 0.04% +119 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 2,852 $254K 0.16% -1,786 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 2,719 $252K <0.01% -125 13F-HR Timeline Group Five Oceans Advisors More: the full row for Five Oceans Advisors 2,708 $251K 0.11% -39 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,692 $249K <0.01% +37 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,685 $249K 0.02% -248 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,677 $248K 0.02% +276 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 2,636 $244K 0.19% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,620 $243K 0.01% +10 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 2,571 $238K 0.04% -1,334 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,548 $236K 0.02% -1,142 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,541 $235K 0.01% -448 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 2,573 $233K 0.03% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,500 $232K 0.02% -175 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,500 $232K 0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,497 $231K 0.01% +281 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,488 $230K <0.01% -136 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,460 $228K <0.01% -616 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,427 $225K 0.06% -98 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,395 $224K 0.11% +12 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,401 $222K 0.09% -355 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 2,397 $222K 0.14% +56 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,389 $221K 0.08% -1,176 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,375 $220K <0.01% -413 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 2,373 $220K 0.03% new 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 2,360 $219K 0.01% +63 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 2,354 $218K 0.15% -21 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,348 $217K 0.06% 0 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 2,347 $217K 0.09% -47 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,343 $217K 0.07% new 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 2,331 $216K 0.05% new 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 2,333 $214K 0.07% -457 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,284 $212K 0.01% +52 13F-HR Timeline Group WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 2,272 $211K 0.18% new 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 2,274 $211K 0.01% +1,301 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,271 $210K 0.15% -575 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 2,237 $207K 0.08% -143 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 2,229 $206K 0.04% -42 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,182 $204K 0.07% new 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 2,186 $202K 0.08% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 2,180 $202K <0.01% -33,374 13F-HR/A Timeline Group SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 2,176 $202K 0.12% -172 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,735 $161K <0.01% +14 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1,703 $158K 0.12% +91 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,632 $151K 0.38% +54 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,576 $146K 0.07% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 1,516 $140K 0.07% -762 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 1,457 $135K 0.02% +883 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,455 $135K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,441 $133K <0.01% +275 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 1,429 $132K 0.17% +15 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,420 $132K 0.02% +1,365 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,372 $127K 0.05% +354 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,370 $127K <0.01% -11,982 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 1,324 $123K 0.05% -737 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,313 $122K 0.02% -604 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,319 $122K 0.08% -13,478 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,316 $121K 0.01% +299 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,300 $120K 0.03% 0 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 1,248 $117K 0.03% +257 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,110 $102K 0.01% +915 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,097 $102K 0.04% +14 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,066 $98.7K 0.01% new 13F-HR Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 999 $92.5K 0.05% -148 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 973 $90.1K <0.01% -408 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 953 $88.3K <0.01% +53 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 916 $83K 0.03% 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 889 $82.3K 0.02% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 836 $77K 0.03% +2 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 805 $74.6K 0.05% -2 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 785 $72.7K 0.09% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 752 $69.7K 0.01% -167 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 702 $65.1K 0.01% +12 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 692 $64K <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 686 $63.6K 0.02% -154 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 664 $61.5K 0.04% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 646 $59.6K 0.03% -48 13F-HR Timeline Alaska Permanent Capital Management, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Permanent Capital Management, LLC 625 $57.6K <0.01% 0 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 612 $56.6K 0.02% -27 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 584 $54K 0.01% +64 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 576 $53.3K 0.03% +51 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 550 $50.9K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 549 $50.8K <0.01% -1,317 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 538 $49.8K 0.02% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 533 $49.4K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 521 $48.3K 0.02% -371 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,689,700 $46.1K <0.01% +2,661,107 13F-HR Timeline Group JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 500 $46K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 506 $45K 0.04% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 470 $44K <0.01% -511 13F-HR/A Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $43.5K 0.04% 13F-HR Timeline Amount filed as zero, left out of ratios. Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 450 $42K <0.01% new 13F-HR/A Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 444 $41.1K <0.01% -774 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 429 $39.7K +109 Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 428 $39.6K 0.01% 0 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 428 $39.6K 0.02% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 426 $39.5K 0.03% -24 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 417 $38.7K 0.01% +5 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 404 $37.4K <0.01% -33,280 13F-HR Timeline Group TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 400 $37K 0.03% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 398 $37K <0.01% +294 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 390 $36.1K <0.01% +126 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 383 $35.5K <0.01% -138 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 339 $31.4K <0.01% 0 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 336 $31.2K <0.01% -6 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 335 $31K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 328 $30.4K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 311 $28.8K <0.01% 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 305 $28.2K <0.01% +5 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 281 $26K 0.01% +12 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 279 $25.7K 0.03% -26 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 272 $24.2K 0.27% -286 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 257 $23.8K 0.01% +26 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 255 $23.6K 0.01% 0 13F-HR/A Timeline Group Key Financial Inc More: the full row for Key Financial Inc 252 $23.4K <0.01% +3 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 252 $23.3K 0.01% -202 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 250 $23.2K 0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 244 $22.6K 0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 234 $21.7K 0.01% +3 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 231 $21.4K <0.01% -534 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 222 $20.5K <0.01% +3 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 209 $19.4K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 201 $18.6K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 192 $17.8K <0.01% -86 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 190 $17.6K 0.01% -55 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 189 $17.5K <0.01% +2 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 184 $17K 0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 180 $16.7K <0.01% +76 13F-HR/A Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 178 $16.5K 0.01% -10 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 174 $16.1K <0.01% +3 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 162 $15K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 158 $14.7K +48 Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 158 $14.6K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 152 $14.1K <0.01% +22 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 150 $13.9K <0.01% 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 150 $13.9K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 150 $13.9K 0.02% -736 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 149 $13.8K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 146 $13.5K <0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 142 $13.2K <0.01% +105 13F-HR Timeline Group Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 142 $13K <0.01% 0 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 137 $12.7K <0.01% -34 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 134 $12.4K <0.01% +2 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 126 $11.7K <0.01% +4 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 126 $11.7K <0.01% -74 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 125 $11.6K 0.01% -2 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 123 $11.4K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 123 $11.4K <0.01% -185 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 119 $11K <0.01% -119 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 116 $10.7K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 115 $10.6K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 110 $10.2K <0.01% -7 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 110 $10.2K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 108 $10K 0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 108 $10K <0.01% +100 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 108 $9.99K <0.01% -13 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 108 $9.98K <0.01% -34 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 101 $9.36K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 100 $9.26K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 100 $9.26K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 99 $9.17K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 100 $9K <0.01% -112 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 95 $8.81K <0.01% +31 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 89 $8.24K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 85 $7.87K <0.01% +84 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 80 $7.41K <0.01% -305 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 80 $7.41K 0.01% -725 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 78 $7.21K <0.01% -89 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 76 $7.04K <0.01% -10 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 72 $6.67K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 63 $6.33K <0.01% +62 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 65 $6.02K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 64 $5.93K <0.01% -107 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 60 $5.56K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 46 $4.26K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 44 $4.08K <0.01% -221 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 48 $4K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 42 $3.89K <0.01% 0 13F-HR/A Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 42 $3.89K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 40 $3.71K <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 37 $3.43K <0.01% new 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 36 $3.33K <0.01% -170 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 35 $3.24K <0.01% +2 13F-HR Timeline CNB Bank More: the full row for CNB Bank 34 $3.15K <0.01% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 33 $3.06K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 29 $3K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 31 $2.87K <0.01% 0 13F-HR/A Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 27 $2.5K <0.01% -20 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 26 $2.44K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 25 $2.32K <0.01% -344 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 24 $2.22K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 24 $2.22K <0.01% new 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 24 $2.22K <0.01% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 23 $2.13K <0.01% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 20 $1.85K <0.01% new 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 19 $1.76K <0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 19 $1.76K <0.01% +14 13F-HR Timeline Group Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 19 $1.73K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 16 $1.48K <0.01% new 13F-HR Timeline