EFG International AG in group EFG International AG More: the full row for EFG International AG 2,550 $261K <0.01% 0 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,531 $259K <0.01% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,503 $256K 0.02% new 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 2,500 $256K 0.02% new 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2,500 $256K 0.05% -2,500 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 2,493 $255K 0.03% new 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 2,439 $250K 0.1% new 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,429 $248K 0.01% new 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 2,427 $248K 0.04% -640 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 2,421 $248K 0.07% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,416 $247K 0.01% new 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,419 $247K 0.03% new 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 2,407 $246K 0.09% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,402 $246K <0.01% -415 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,390 $244K 0.01% new 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 2,387 $244K 0.13% new 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 2,369 $242K 0.01% -601 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 2,367 $242K 0.03% new 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 2,365 $242K 0.03% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,350 $240K 0.02% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 2,350 $240K 0.03% -1,449 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 2,334 $239K 0.04% -738 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,332 $239K 0.01% new 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 2,318 $237K 0.15% new 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 2,313 $237K 0.12% -452 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 2,311 $236K 0.11% new 13F-HR Timeline ZENITH SOLUTIONS, INC. More: the full row for ZENITH SOLUTIONS, INC. 2,301 $235K 0.21% 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 2,300 $235K 0.03% new 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 2,292 $234K 0.02% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,270 $232K 0.04% -780 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 2,267 $232K 0.14% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,256 $231K 0.01% +558 13F-HR Timeline Group AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 2,241 $229K 0.06% new 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 2,240 $229K 0.06% 0 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 2,229 $228K 0.15% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,216 $227K <0.01% new 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,187 $224K <0.01% -1,263 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,186 $224K 0.04% new 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,175 $223K 0.02% -2,218 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,169 $222K 0.02% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 2,400 $221K 0.06% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,161 $221K <0.01% -446 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,155 $220K <0.01% new 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,150 $220K 0.02% 0 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 2,134 $218K 0.04% new 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 2,301 $218K 0.04% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,116 $216K 0.01% new 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 2,092 $214K 0.08% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,091 $214K 0.04% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,072 $212K 0.05% new 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 2,072 $212K 0.09% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,062 $211K <0.01% -653 13F-HR/A Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,055 $210K 0.04% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,054 $210K 0.03% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,053 $210K <0.01% +246 13F-HR Timeline Group Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 2,049 $210K 0.07% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,034 $208K 0.02% new 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 2,025 $207K 0.02% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,021 $207K 0.03% new 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 2,013 $206K <0.01% new 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 2,010 $206K 0.09% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,008 $205K 0.01% new 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 2,005 $205K 0.03% -967 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,000 $205K 0.03% -904 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,998 $204K 0.01% new 13F-HR Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,983 $203K <0.01% new 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 1,976 $202K <0.01% -1,019 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,967 $201K 0.02% new 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 1,965 $201K 0.12% -1,112 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,964 $201K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,910 $195K 0.01% -49 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,900 $194K 0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,969 $194K <0.01% +325 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,878 $192K 0.01% +10 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 2,521 $183K 0.16% -58 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 1,765 $181K 0.11% -7,225 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 1,760 $180K 0.08% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,731 $177K 0.02% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,677 $172K 0.01% -7,355 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,644 $168K 0.01% new 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,643 $168K 0.01% +6 13F-HR/A Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,598 $163K 0.02% -400 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,592 $163K <0.01% +472 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 403 $160K 0.01% -240,118 13F-HR Timeline PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 1,559 $159K 1.14% -1,453 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,545 $158K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,424 $146K 0.02% -1,177 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,378 $141K 0.03% -321 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,359 $139K 0.03% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,312 $134K 0.04% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,301 $133K <0.01% new 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,300 $133K <0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,294 $132K <0.01% -6,331 13F-HR Timeline Group Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 1,293 $132K 0.02% new 13F-HR Timeline John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 1,267 $130K 0.18% -93 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,246 $127K 0.07% +13 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,213 $124K 0.01% -271 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,211 $124K 0.09% +726 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,197 $122K <0.01% +346 13F-HR Timeline Group Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,135 $116K 0.03% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,134 $116K <0.01% -640 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,109 $113K 0.09% +115 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,098 $112K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,096 $112K <0.01% +150 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,093 $112K <0.01% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,073 $110K 0.03% +2 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/ 1,054 $108K <0.01% new 13F-HR Timeline Group Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1,052 $108K 0.03% -500 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,036 $106K 0.01% -485 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 991 $101K 0.05% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 919 $94K 0.02% +2 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 885 $90.6K <0.01% -136 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 793 $81.1K 0.03% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 744 $76.1K 0.01% 0 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 736 $75.3K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 735 $75.2K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 734 $75.1K 0.02% +4 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 702 $71.8K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 698 $71.4K 0.01% 0 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 683 $69.9K 0.01% -26 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 624 $63.8K 0.02% -214 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 591 $60.4K 0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 585 $59.8K 0.02% +286 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 583 $59.6K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 564 $57.7K 0.02% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 538 $55K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 526 $53.8K 0.01% +20 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 525 $53.7K 0.04% +250 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 524 $53.6K 0.01% +2 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 506 $51.8K 0.04% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 505 $51.7K <0.01% -282 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 473 $48.4K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 446 $45.6K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 430 $44K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 421 $43.1K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 414 $39.2K 0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 489 $38.5K 0.03% -1,245 13F-HR Timeline Trust Co More: the full row for Trust Co 370 $37.9K <0.01% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 365 $37.3K 0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 360 $36.8K 0.02% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 342 $35K 0.02% 0 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 341 $34.9K 0.01% -33 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 322 $33K <0.01% -562 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 314 $32K <0.01% 0 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 304 $31.1K 0.04% -33 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 300 $30.7K <0.01% new 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 291 $29.8K 0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 275 $28.1K 0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 250 $25.6K <0.01% new 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 268 $25.4K 0.02% -98 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 240 $24.6K <0.01% -168 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 217 $22.2K 0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 216 $22.1K 0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 197 $20.2K <0.01% 0 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 196 $20.1K <0.01% -115 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 176 $18K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 172 $18K <0.01% +34 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 179 $17.6K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 162 $16.6K <0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 159 $16.3K <0.01% -43 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 147 $15K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 137 $14K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 133 $14K 0.01% +4 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 130 $13.3K <0.01% +1 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 128 $13.1K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 124 $12.7K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 117 $12K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 126 $11.9K <0.01% -46 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 115 $11.8K 0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 112 $11.5K <0.01% -4 13F-HR Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 103 $11K 0.01% 0 13F-HR/A Timeline Balentine LLC More: the full row for Balentine LLC 103 $10.5K <0.01% 0 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 103 $10.5K 0.01% -82 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 100 $10.2K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 97 $9.95K <0.01% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 90 $9.21K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 87 $9K <0.01% -25 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 88 $8.96K <0.01% +1 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 75 $7.67K 0.01% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 74 $7.57K <0.01% 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 71 $7.26K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 68 $6.96K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 68 $6.96K <0.01% -108 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 69 $6.8K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 65 $6.62K <0.01% -121 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 60 $6.14K <0.01% 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 58 $5.93K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 51 $5.18K <0.01% +1 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 49 $5.01K <0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 48 $4.91K <0.01% -116 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 48 $4.91K <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 46 $4.71K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 44 $4.5K <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 44 $4.5K <0.01% 0 13F-HR/A Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 40 $4.05K <0.01% +1 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 38 $3.91K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 37 $3.79K <0.01% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 36 $3.68K <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 33 $3.38K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 32 $3.27K <0.01% 0 13F-HR/A Timeline