CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,075 $230K 0.01% -25,666 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 2,067 $229K 0.03% 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,060 $228K 0.01% +193 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,038 $226K 0.01% -839 13F-HR/A Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 2,016 $223K 0.03% +268 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,002 $222K <0.01% -15,902 13F-HR Timeline Group BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 1,996 $221K 0.01% -225 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 1,986 $220K 0.01% +57 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,936 $219K 0.01% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,956 $217K 0.08% new 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,951 $216K 0.01% -1 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,940 $215K 0.02% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,934 $214K 0.01% -11 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 1,934 $214K 0.01% -62 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,929 $214K 0.01% +15 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 1,902 $211K <0.01% new 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,897 $210K <0.01% +208 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,894 $210K 0.02% -336 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,890 $209K 0.05% -350 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 1,884 $209K 0.21% 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 1,873 $207K 0.07% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,869 $207K 0.01% -1,392 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 1,845 $204K <0.01% -2,414 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,840 $204K 0.02% +230 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,818 $201K 0.04% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,815 $201K 0.03% 0 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 1,812 $201K 0.19% +99 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,788 $198K 0.06% +53 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,780 $197K 0.03% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,776 $197K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,663 $184K 0.12% +9 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,595 $177K 0.01% 0 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,555 $172K 0.08% -12 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,533 $170K <0.01% -401 13F-HR Timeline Group U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 1,495 $166K 0.02% -105 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,450 $161K 0.03% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,447 $160K 0.01% -20 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,429 $158K <0.01% -16 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,396 $155K <0.01% +1,100 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,365 $151K <0.01% +5 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,325 $147K <0.01% +140 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,159 $128K 0.02% -8 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,138 $126K <0.01% -276 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,127 $125K 0.02% +17 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,053 $117K -779 Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,016 $113K 0.02% -916 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 999 $110K <0.01% +318 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 974 $108K <0.01% -126 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 957 $107K 0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 926 $103K <0.01% +57 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 895 $99.1K 0.07% -250 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 848 $93.9K 0.01% -113 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 821 $90.9K <0.01% -547 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 800 $88.6K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 793 $87.9K 0.01% -10 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 785 $86.9K <0.01% +40 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 778 $86.2K <0.01% +114 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 765 $84.7K 0.03% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 725 $80.3K 0.01% +37 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 724 $80.2K 0.01% +35 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 717 $79.4K <0.01% -189 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Headlands Technologies LLC More: the full row for Headlands Technologies LLC 712 $78.9K 0.01% -5,671 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 700 $77.5K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 651 $72.1K 0.01% +503 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 640 $70.9K <0.01% -1,617 13F-HR/A Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 600 $66.5K <0.01% new 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 600 $66.5K 0.02% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 558 $62K 0.03% -91 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 555 $61.5K <0.01% -2,868 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 554 $61.4K 0.02% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 545 $60.4K 0.01% -5 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 534 $59K 0.02% 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 529 $58.6K 0.01% 0 13F-HR/A Timeline Key Financial Inc More: the full row for Key Financial Inc 519 $57.5K 0.01% +26 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 500 $55.4K <0.01% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 489 $54.2K <0.01% new 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 488 $54.1K <0.01% +142 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 479 $53.1K <0.01% +45 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 472 $52.3K <0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 468 $51.8K 0.02% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 450 $49.8K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 445 $49.3K 0.03% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 430 $47.6K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 400 $44.3K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 378 $41.9K 0.03% 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 375 $41.5K 0.04% 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 352 $39K 0.01% +130 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 348 $38.5K 0.03% 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 341 $37.8K 0.02% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 334 $37K 0.08% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 293 $35.2K 0.02% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 311 $34.4K 0.01% +20 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 300 $33.2K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 300 $33.2K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 295 $32.8K <0.01% -3 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 285 $31.6K 0.02% -135 13F-HR Timeline HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 285 $31K 0.02% +1 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 273 $30.3K <0.01% -97 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 266 $29K <0.01% -13,955 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 258 $28.6K 0.02% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 251 $27K 0.01% +4 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 242 $27K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 234 $25.9K <0.01% +190 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 224 $24.8K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 206 $22.8K <0.01% +1 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 201 $22.3K <0.01% -9 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 200 $22.2K <0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 200 $22.2K 0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 200 $22.2K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 200 $22.2K 0.01% +174 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 200 $22.2K 0.01% 0 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 188 $20.8K <0.01% -809 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 179 $19.8K 0.01% -8 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 150 $19.7K <0.01% new 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 172 $19.1K <0.01% 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 169 $18.7K 0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 164 $18.1K <0.01% -8 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 163 $18K <0.01% +1 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 151 $16.7K 0.03% +1 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 145 $16.1K <0.01% -13 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 145 $16.1K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 133 $14.7K <0.01% -1 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 116 $14.5K 0.01% 0 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 129 $14.3K 0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 120 $13.3K <0.01% -15 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 118 $13.1K <0.01% +23 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 116 $12.9K 0.01% +4 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 116 $12.8K <0.01% +7 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 111 $12.3K <0.01% +57 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 111 $12.3K <0.01% new 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 110 $12K <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 106 $11.7K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 105 $11.6K 0.01% -11 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 104 $11.5K <0.01% 0 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 100 $11.1K <0.01% -200 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 100 $11.1K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 102 $11K <0.01% +10 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 80 $11K 0.01% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 98 $10.9K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 91 $10.1K <0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 83 $9.19K <0.01% +1 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 82 $9.08K <0.01% -2 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 81 $8.97K 0.01% +11 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 75 $8.31K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 75 $8.31K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 72 $7.98K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 72 $7.97K 0.01% 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 70 $7.75K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 70 $7.75K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 69 $7.64K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 66 $7.31K <0.01% -13 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 64 $7.11K <0.01% -1 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 50 $5.54K <0.01% +17 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 47 $5.21K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 48 $5K <0.01% +27 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 44 $4.87K <0.01% 0 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 44 $4.87K <0.01% -18 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 44 $4.87K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 40 $4.43K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 39 $4.32K 0.01% -30 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 38 $4.16K <0.01% +8 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 36 $3.99K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 34 $3.77K <0.01% +4 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 33 $3.67K <0.01% 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 30 $3.32K <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 29 $3.21K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 28 $3.1K <0.01% -30 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 28 $3.1K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 25 $2.77K <0.01% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 24 $2.66K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 23 $2.55K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 23 $2.55K <0.01% -10 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 23 $2.55K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 23 $2.53K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 22 $2.44K <0.01% 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 20 $2.22K <0.01% 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 19 $2.1K <0.01% -14 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 19 $2.1K <0.01% 13F-HR/A Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 24 $2K <0.01% new 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 18 $1.99K <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 17 $1.88K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 15 $1.66K <0.01% new 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 15 $1.66K <0.01% +3 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 15 $1.66K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 15 $1.66K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 14 $1.55K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 14 $1.55K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 13 $1.44K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 13 $1.44K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 13 $1.44K <0.01% 0 13F-HR Timeline Group LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 11 $1.22K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 10 $1.11K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 10 $1.11K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 12 $1K <0.01% -13 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 8 $886 <0.01% 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 8 $886 <0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 8 $886 <0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 7 $776 <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 7 $775 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 6 $692 <0.01% +1 13F-HR Timeline