Arax Advisory Partners More: the full row for Arax Advisory Partners 3,094 $178K 0.01% +2,896 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 3,091 $178K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,832 $163K <0.01% -149 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,735 $157K 0.02% -484 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,676 $154K <0.01% +329 13F-HR/A Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 2,644 $152K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,639 $152K <0.01% +111 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 2,634 $151K 0.06% -182 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,633 $151K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,600 $149K 0.01% 0 13F-HR Timeline Group Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 2,600 $149K 0.02% 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 2,502 $144K 0.04% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,381 $137K 0.01% +703 13F-HR Timeline Group Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 2,373 $136K -26,096 Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,346 $135K 0.01% +341 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,326 $134K 0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,316 $133K 0.04% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,197 $132K 0.07% 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,250 $129K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,249 $129K <0.01% -751 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,137 $122K 0.01% +361 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,105 $121K 0.08% -215 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 2,076 $119K 0.01% +143 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,046 $118K 0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,028 $116K 0.01% +1,785 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,991 $114K 0.02% +36 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,916 $110K 0.01% -82 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,914 $110K <0.01% +480 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 1,885 $108K 0.01% +488 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,855 $107K <0.01% +176 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,803 $104K 0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,775 $102K 0.03% -710 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,721 $99K <0.01% 0 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,715 $98.5K <0.01% -249 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,700 $97.6K 0.02% -37 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,673 $96K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,617 $92.9K 0.01% -76 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,604 $92.1K <0.01% +160 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,572 $90.3K <0.01% -54 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,544 $88.7K 0.02% +311 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,506 $86.5K 0.09% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,497 $86K <0.01% -96 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,494 $85.8K <0.01% +1,431 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 1,482 $85.1K 0.01% 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,481 $85.1K 0.03% -8 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,428 $82K 0.03% -45 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,420 $81.6K <0.01% +109 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,406 $81K 0.04% -229 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,399 $80.3K <0.01% -265 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,341 $77K <0.01% +25 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,330 $76K 0.02% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,312 $75.3K 0.01% 0 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 1,297 $74K 0.03% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,253 $72K 0.03% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 1,249 $71.7K 0.05% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,246 $71.6K <0.01% -500 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,221 $70.1K 0.03% +1,108 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,194 $69K 0.01% -35 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,200 $68.9K 0.01% +1,069 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,171 $67.2K 0.01% -28 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 1,169 $67K 0.06% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 1,134 $65.1K 0.06% 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 1,105 $63.5K 0.03% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,105 $63.5K 0.04% -22 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,098 $63.1K <0.01% -111 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,087 $62.4K 0.01% -27 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,085 $62.3K <0.01% -5,062 13F-HR Timeline Group FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,080 $62K 0.04% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 1,000 $57.4K 0.03% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 993 $57K 0.03% 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 993 $57K <0.01% new 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 990 $56.9K 0.01% 0 13F-HR/A Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 981 $56.3K 0.02% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 957 $54K <0.01% +927 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 907 $52.1K 0.03% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 874 $50.2K 0.02% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 860 $49.4K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 853 $49K <0.01% +249 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 850 $48.8K <0.01% 0 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 850 $48.8K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 833 $47.8K 0.01% +562 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 800 $45.9K 0.03% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 800 $45.9K 0.04% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 787 $45.2K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 785 $45.1K 0.02% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 776 $44.6K 0.01% -330 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 766 $44K 0.09% +58 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 725 $42.2K <0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 734 $42.2K 0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 727 $41.8K 0.01% +273 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 719 $41.3K 0.03% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 718 $41.2K <0.01% new 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 712 $40.9K 0.01% -47,740 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 710 $40.8K <0.01% +197 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 697 $40K <0.01% -373 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 696 $40K <0.01% +24 13F-HR/A Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 687 $39.5K <0.01% +15 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 680 $39.1K 0.09% +1 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 696 $39K <0.01% -965 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 676 $38.8K 0.01% +136 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 640 $36.8K <0.01% +74 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 620 $35.6K 0.03% 0 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 610 $35K <0.01% +383 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 626 $34.7K <0.01% 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 589 $33.8K <0.01% +301 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 580 $33.3K 0.03% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 580 $33.3K <0.01% -216 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 577 $33.1K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 575 $33K 0.02% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 574 $33K <0.01% -28 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 560 $32.2K <0.01% -220 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 545 $31.3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 510 $29.3K <0.01% +254 13F-HR Timeline Group Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 500 $29K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 500 $28.7K <0.01% -508 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 500 $28.7K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 500 $28K 0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 485 $27.9K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 478 $27.5K 0.01% -1 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 467 $26.8K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 467 $26.8K +166 Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 454 $26.1K <0.01% +161 13F-HR Timeline Mizuho Bank, Ltd. in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Bank, Ltd. 450 $25.8K 0.01% new 13F-HR Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 450 $25.8K 0.02% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 425 $24.4K <0.01% +200 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 400 $23K 0.02% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 390 $22.4K 0.02% 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 385 $22.1K 0.01% -90 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 384 $22.1K <0.01% -1,003 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 348 $20K <0.01% -37 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 334 $19.2K 0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 328 $19K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 323 $18.6K 0.01% 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 320 $18.4K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 306 $17.6K 0.01% +91 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 300 $17.2K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 300 $17.2K 0.01% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 287 $16.5K <0.01% +28 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 284 $16.3K <0.01% +4 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 270 $16K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 266 $15.3K 0.01% 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 262 $15K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 264 $15K 0.01% +11 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 261 $15K 0.01% -7 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 248 $14.3K <0.01% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 246 $14.1K <0.01% 0 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 248 $14.1K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 251 $14K <0.01% +23 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 239 $13.7K <0.01% +226 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 238 $13.7K <0.01% +230 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 232 $13.3K <0.01% 13F-HR Timeline Group ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 220 $12.6K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 218 $12.5K <0.01% -8 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 218 $12.5K 0.01% 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 214 $12.3K 0.01% 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 210 $12.1K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 206 $11.8K <0.01% +179 13F-HR Timeline Group ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 200 $11.5K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 199 $11.4K <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 199 $11.4K <0.01% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 196 $11.2K 0.01% 0 13F-HR/A Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 194 $11K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 191 $11K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 187 $10.7K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 187 $10.7K 0.01% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 182 $10.5K <0.01% -88 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 181 $10.4K 0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 161 $9.25K <0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 155 $8.9K 0.01% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 154 $8.84K <0.01% +4 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 129 $8.81K <0.01% new 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 150 $8.62K 0.01% +50 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 149 $8.56K <0.01% +59 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 0 $8.15K <0.01% 13F-HR Timeline Amount filed as zero, left out of ratios. Pingora Partners LLC More: the full row for Pingora Partners LLC 140 $8.04K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 134 $7.7K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 133 $7.65K <0.01% +1 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 133 $7.64K <0.01% +36 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 131 $7.52K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 127 $7.29K <0.01% new 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 125 $7.18K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 120 $6.92K <0.01% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 120 $6.89K 0.01% 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 119 $6.83K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 118 $6.78K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 117 $6.72K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 115 $6.6K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 113 $6.49K <0.01% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 112 $6.43K <0.01% -66 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 112 $6.43K 0.01% 13F-HR/A Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 83 $6K 0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 100 $5.74K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 97 $5.57K <0.01% -6 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 95 $5.46K <0.01% +50 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 95 $5.44K <0.01% +19 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 91 $5.23K <0.01% -48 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 89 $5.11K <0.01% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 89 $5.09K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 97 $5K <0.01% +5 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 97 $5K <0.01% 13F-HR Timeline