MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,836 $238K 0.09% -3,584 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,828 $238K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,815 $237K 0.01% +1,434 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,812 $237K 0.01% -56 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,774 $234K 0.04% +43 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,724 $231K 0.04% +66 13F-HR Timeline Group Thomasville National Bank More: the full row for Thomasville National Bank 3,711 $230K 0.02% +25 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,079 $230K 0.01% +389 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,693 $229K <0.01% -131 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,667 $228K 0.02% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,646 $226K <0.01% -4,086 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,610 $224K 0.05% -390 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 3,585 $223K <0.01% 0 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 3,570 $222K 0.01% -10,306 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,542 $220K 0.01% -41 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 3,521 $219K 0.16% 0 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 3,520 $219K 0.07% new 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 3,799 $218K 0.07% -476 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,496 $217K 0.01% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,467 $215K 0.02% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,456 $215K 0.01% new 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 3,452 $214K 0.08% new 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 3,451 $214K 0.18% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,352 $208K <0.01% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,332 $207K <0.01% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,327 $207K 0.01% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,314 $206K 0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,291 $204K <0.01% +459 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,276 $203K <0.01% new 13F-HR Timeline Group Versor Investments LP More: the full row for Versor Investments LP 3,255 $202K 0.03% -9,045 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,245 $202K 0.01% new 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 3,252 $202K 0.12% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 3,244 $201K 0.01% new 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 3,227 $200K 0.01% new 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 3,107 $193K 0.01% +16 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,896 $180K <0.01% +263 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,842 $177K <0.01% +166 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,725 $169K 0.02% -10 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,666 $166K 0.05% +350 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 2,644 $164K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,614 $162K 0.02% -523 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,615 $162K 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 $161K 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 $161K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,570 $160K 0.11% +2,306 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,516 $156K 0.02% 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,504 $156K 0.01% -1,393 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,464 $153K 0.01% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 2,410 $150K 0.01% +1,985 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,400 $149K 0.01% +2,398 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,381 $148K 0.07% +184 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 2,378 $148K 0.05% +950 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 2,362 $147K 0.01% +286 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,200 $137K 0.01% -50 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,153 $134K 0.01% +536 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,072 $129K 0.1% -33 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,050 $127K 0.03% +1,217 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,043 $127K 0.01% -3 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,007 $123K 0.01% -130 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,915 $119K 0.01% -1 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,904 $118K 0.02% -87 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,862 $116K 0.02% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,835 $114K <0.01% -79 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,803 $112K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,770 $110K <0.01% +429 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,709 $106K <0.01% -2,328 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,701 $106K 0.02% +157 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,681 $104K <0.01% -34 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 1,673 $104K 0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,663 $103K 0.03% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,555 $96.6K 0.01% -1,539 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,528 $94.9K <0.01% -327 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,506 $93.5K 0.1% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,494 $92.8K 0.01% -206 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,482 $92K 0.02% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,497 $92K <0.01% +801 13F-HR Timeline Group PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,481 $92K 0.03% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 1,475 $91.6K 0.01% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,441 $89.5K 0.04% +448 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,373 $85.3K <0.01% -26 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,312 $81.5K 0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,253 $77.8K 0.04% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 1,249 $77.6K 0.05% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,217 $76K 0.01% +23 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,222 $75.9K 0.03% +1 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,204 $74.8K 0.01% -1,142 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,200 $74.5K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,195 $74K 0.02% -135 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,187 $73.7K 0.01% -698 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,139 $70.7K <0.01% +41 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,131 $70.2K <0.01% +46 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,129 $70.1K 0.01% -42 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 1,105 $68.6K 0.03% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,091 $68K <0.01% -3,234 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,080 $67.1K 0.06% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,026 $63.7K <0.01% +329 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 1,000 $62.1K 0.04% 0 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 992 $62K 0.09% -177 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 990 $61.5K 0.01% 0 13F-HR/A Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 984 $61.1K 0.02% +3 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 956 $59.4K 0.03% -149 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 955 $59.3K 0.01% -132 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 924 $57.4K 0.01% +148 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 885 $55K 0.01% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 874 $54.3K 0.02% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 855 $53.1K 0.01% +673 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 850 $52.8K <0.01% 0 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 850 $52.8K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 829 $51.5K 0.03% +254 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 800 $49.7K <0.01% +113 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 800 $49.7K 0.03% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 785 $48.8K 0.02% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 785 $48.7K 0.01% +58 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 776 $48.2K <0.01% +136 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 748 $46.5K <0.01% 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 734 $45.6K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 729 $45.3K <0.01% +11 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 Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 708 $44K 0.09% -58 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 700 $43.5K <0.01% -872 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 695 $43.2K <0.01% +115 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 672 $41.7K <0.01% -24 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 695 $40.3K <0.01% -30 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 647 $40.2K <0.01% -63 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 647 $40K <0.01% -346 13F-HR Timeline Group BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 620 $38.5K 0.03% 0 13F-HR/A Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 617 $38.3K 0.02% +600 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 604 $37.5K <0.01% -249 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 600 $37.3K 0.03% new 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 580 $36K 0.03% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 577 $35.8K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 574 $35.7K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 566 $35.2K <0.01% +6 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 595 $34.4K 0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 545 $33.9K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 523 $32K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 500 $31.1K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 500 $31.1K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 504 $31K <0.01% -1,524 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 500 $31K 0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 500 $31K 0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 485 $30.1K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 482 $29.9K <0.01% -28 13F-HR Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 478 $29.7K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 467 $29K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 462 $28.7K <0.01% +8 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 450 $27.9K 0.02% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 404 $25.1K -63 Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 396 $24.6K <0.01% -8,992 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 370 $23K 0.01% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 357 $22K 0.01% new 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 334 $20.7K 0.02% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 323 $20.1K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 320 $19.9K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 305 $18.9K 0.01% -1 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 305 $18.9K 0.02% -95 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 300 $18.6K <0.01% -48 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 300 $18.6K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 289 $18K 0.01% -387 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 287 $17.9K <0.01% +3 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 283 $17.6K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 280 $17.4K 0.01% +19 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 266 $16.5K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 262 $16.3K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 250 $15.6K <0.01% +2 13F-HR/A Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 246 $15.3K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 246 $15.3K <0.01% +8 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 241 $15K <0.01% -10 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 239 $14.8K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 236 $14.6K 0.01% -149 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 234 $14.5K 0.01% +145 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 232 $14.4K <0.01% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 224 $13.9K <0.01% +6 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 220 $13.7K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 218 $13.5K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 213 $13.2K <0.01% -647 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 210 $13K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 203 $12.6K <0.01% new 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 200 $12.4K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 199 $12.4K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 194 $12K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 191 $11.9K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 187 $11.8K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 189 $11.7K <0.01% -421 13F-HR Timeline City State Bank More: the full row for City State Bank 187 $11.6K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 181 $11.2K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 172 $10.7K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 176 $10K <0.01% +108 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 155 $9.63K <0.01% +151 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 155 $9.63K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 149 $9.26K <0.01% +64 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 149 $9.26K <0.01% 0 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 144 $8.94K 0.05% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 142 $8.82K <0.01% +142 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 140 $8.7K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 131 $8.14K <0.01% 0 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 125 $7.76K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 120 $7.45K <0.01% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 119 $7.39K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 118 $7.33K <0.01% 0 13F-HR Timeline