Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 5,574 $405K 0.19% -655 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 5,559 $404K 0.36% 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 5,552 $404K 0.1% -1,985 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 5,540 $403K 0.28% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 5,523 $401K 0.03% +2,389 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 5,509 $400K 0.13% 0 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 5,500 $400K 0.01% 0 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 5,490 $399K 0.15% -541 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 5,422 $394K <0.01% -167 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 5,400 $392K 0.02% 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,354 $389K 0.06% +127 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 5,340 $388K 0.04% -460 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 5,305 $386K 0.14% -178 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 5,295 $385K 0.05% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 5,290 $384K 0.02% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,270 $383K 0.01% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 5,193 $377K 0.04% -58 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 6,119 $374K 0.03% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 5,128 $373K +1,083 Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 5,091 $370K 0.04% 0 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 5,084 $370K 0.03% 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 5,082 $369K <0.01% +1,150 13F-HR Timeline Group 5T Wealth, LLC More: the full row for 5T Wealth, LLC 5,069 $368K 0.15% +672 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,054 $367K 0.03% -442 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 5,000 $363K 0.11% 0 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 4,984 $362K 0.11% -837 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,962 $361K 0.01% -143 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,959 $360K <0.01% -27 13F-HR Timeline Group Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 4,952 $360K 0.01% new 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 4,943 $359K 0.1% 0 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 4,940 $359K 0.18% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 4,930 $358K 0.01% 0 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 4,920 $358K 0.06% new 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 4,909 $357K 0.15% -5,566 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 4,729 $344K 0.12% +437 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 4,713 $343K 0.09% -508 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 4,667 $339K 0.31% 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 4,664 $339K 0.04% new 13F-HR Timeline Group Allie Family Office LLC More: the full row for Allie Family Office LLC 4,639 $337K 0.16% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 4,632 $337K 0.06% 0 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 4,610 $335K 0.17% +60 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 4,590 $334K 0.28% +1,406 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,563 $332K 0.01% -319 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,535 $330K 0.02% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 4,528 $329K 0.05% -805 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 4,479 $325K 0.04% -10,979 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 4,467 $325K 0.12% 0 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 4,462 $324K 0.07% +84 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 4,178 $323K 1.41% 0 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 4,293 $312K <0.01% new 13F-HR Timeline Group LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 4,269 $310K 0.22% 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,255 $309K <0.01% -27 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 4,137 $301K 0.19% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 4,122 $300K 0.15% 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 4,053 $295K 0.03% +2,155 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 4,044 $294K 0.04% +40 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 4,032 $293K 0.03% new 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 4,000 $291K 0.16% 0 13F-HR Timeline CORE WEALTH ADVISORS, LLC More: the full row for CORE WEALTH ADVISORS, LLC 3,988 $290K 0.23% 13F-HR/A Timeline Vinland Capital Management Gestora de R… More: the full row for Vinland Capital Management Gestora de Recursos LTDA. 725 $289K 3.54% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,926 $285K 0.01% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 3,926 $285K <0.01% -134 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,897 $283K <0.01% +66 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,902 $277K 0.01% new 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 3,800 $276K 0.08% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,792 $276K 0.08% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 3,772 $274K 0.03% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,757 $273K 0.01% +76 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 3,712 $270K 0.04% 0 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 3,703 $269K 0.02% -188 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,651 $265K <0.01% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,637 $264K 0.01% -20 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,634 $264K 0.02% +4 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 3,588 $261K 0.23% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,573 $260K <0.01% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,566 $259K 0.01% -902 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 3,561 $259K 0.04% new 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 3,551 $258K 0.04% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 3,547 $258K 0.13% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 3,540 $257K 0.04% -28 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 3,485 $253K 0.22% 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 3,481 $253K 0.03% +51 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,428 $249K 0.01% -88 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 3,425 $249K 0.11% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,414 $248K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,398 $247K 0.01% +43 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,369 $245K <0.01% +10 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 3,331 $242K 0.09% -12 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,306 $240K 0.01% -1,332 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 3,305 $240K 0.03% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,270 $238K 0.02% 0 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 3,265 $237K 0.07% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 3,249 $236K 0.04% -2,072 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,230 $235K 0.03% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,027 $234K 0.03% new 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 3,204 $233K 0.09% -100 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 3,193 $232K 0.12% new 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 3,188 $232K 0.05% 0 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 3,147 $229K 0.24% 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 3,146 $229K 0.22% 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 3,130 $227K 0.08% 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 3,122 $227K 0.05% -603 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 3,118 $227K 0.19% 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 3,104 $226K 0.04% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,100 $225K <0.01% new 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 3,095 $225K 0.03% -359 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,070 $223K 0.02% -21 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,060 $222K <0.01% -130 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 3,053 $222K 0.16% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 3,050 $221K 0.05% -1,092 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 3,040 $221K 0.11% new 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 3,010 $219K 0.04% -75 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 3,005 $218K <0.01% 0 13F-HR/A Timeline Group Tenon Financial LLC More: the full row for Tenon Financial LLC 3,002 $218K 0.09% -1,447 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,001 $218K 0.02% -3,235 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,985 $217K 0.01% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,917 $212K 0.03% new 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 2,892 $210K 0.22% new 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,874 $209K 0.02% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 2,853 $207K 0.05% -14 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,844 $207K 0.01% -580 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,825 $205K 0.01% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,809 $204K 0.01% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,786 $202K 0.02% -9,958 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 2,782 $202K 0.13% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,781 $202K 0.02% -498 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 2,761 $201K 0.02% new 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 2,550 $185K <0.01% 13F-HR Timeline Group Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 2,521 $183K 0.16% 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,297 $167K 0.05% new 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 2,240 $163K 0.04% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,204 $160K 0.01% -881 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,055 $149K 0.03% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,016 $146K <0.01% +1 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,998 $145K 0.02% -520 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,964 $143K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,882 $137K 0.04% 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,873 $136K 0.01% +40 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,838 $134K 0.01% +66 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,774 $129K <0.01% +5 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,750 $127K 0.04% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,742 $127K 0.02% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,730 $126K <0.01% -89 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,700 $124K 0.04% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,698 $123K <0.01% -1,508 13F-HR/A Timeline Group Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1,651 $120K 0.04% -16 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,600 $116K 0.01% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,577 $115K 0.01% -170 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,563 $114K 0.04% +122 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,370 $99.6K 0.01% +21 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 1,366 $99.3K 0.43% -4,295 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,364 $99.1K 0.01% 0 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 1,340 $97.4K 0.19% -370 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/ 1,100 $79.9K <0.01% -210,600 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,098 $79.8K 0.01% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,089 $79.1K <0.01% +853 13F-HR Timeline Group RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,071 $77.9K 0.03% +4 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,021 $74.2K <0.01% -97 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,016 $73.8K <0.01% -52 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 998 $72.5K <0.01% -33 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 991 $72K 0.04% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 969 $70.4K 0.01% -72 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 959 $69.7K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 958 $69.7K 0.03% +17 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 900 $65.4K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 882 $64.1K 0.02% new 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 851 $61.9K <0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 812 $59K <0.01% -59 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 790 $57.4K <0.01% 0 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 744 $54.1K 0.01% +356 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 736 $53.5K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 735 $53.4K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 730 $53K 0.01% +14 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 701 $50.9K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 698 $50.7K 0.01% -4 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 697 $50.7K <0.01% +297 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 694 $50.4K 0.02% new 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 675 $49K 0.05% 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 569 $41.4K 0.04% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 547 $39.8K 0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 508 $39.3K <0.01% +11 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 538 $39.1K <0.01% -126 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 522 $37.9K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 506 $36.8K 0.01% +9 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 489 $35.5K 0.03% 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 485 $35.2K 0.03% +70 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 473 $34.4K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 471 $34.2K <0.01% -93 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 366 $32.1K 0.03% 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 436 $31.7K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 430 $31.3K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 421 $30.6K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 417 $30.3K <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 414 $30.1K 0.01% 0 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 374 $27.2K 0.01% 13F-HR Timeline Trust Co More: the full row for Trust Co 370 $26.9K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 360 $26.2K 0.02% 0 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 319 $23.2K <0.01% -300 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 316 $23K <0.01% new 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 314 $22K <0.01% 0 13F-HR Timeline