HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,210 $239K 0.01% +123 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,984 $239K 0.02% -112 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,187 $237K 0.03% -50 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,969 $237K 0.01% new 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,965 $236K 0.01% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,952 $235K <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,941 $233K 0.05% +153 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,940 $233K 0.03% 0 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,927 $232K 0.03% -89 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,893 $228K 0.15% +230 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,890 $227K 0.06% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 2,088 $226K 0.02% new 13F-HR Timeline Group Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 1,852 $223K 0.22% -32 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,850 $223K <0.01% -2,029 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,818 $219K 0.05% 0 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 1,817 $218K <0.01% new 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 1,800 $216K 0.01% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,791 $215K 0.02% -103 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,783 $214K 0.04% -31,288 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,780 $214K 0.04% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,776 $214K <0.01% 0 13F-HR/A Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,757 $211K 0.01% -281 13F-HR Timeline Talbot Financial, LLC More: the full row for Talbot Financial, LLC 1,750 $210K 0.03% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,751 $210K 0.02% +1,750 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,939 $209K 0.01% +3 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 1,743 $209K 0.06% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,723 $207K 0.01% -5,272 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,690 $203K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,689 $203K <0.01% -1,338 13F-HR Timeline Group U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 1,683 $202K 0.03% +188 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 1,670 $201K 0.22% new 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 1,669 $201K 0.2% -143 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,667 $200K 0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,664 $200K <0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,658 $199K 0.1% +103 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 1,624 $195K <0.01% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,604 $193K 0.02% +157 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,595 $192K 0.01% 0 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,522 $183K <0.01% -11 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,451 $174K <0.01% +126 13F-HR/A Timeline Group Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,406 $172K 0.05% +353 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 1,403 $169K 0.01% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,397 $168K <0.01% -32 13F-HR/A Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,362 $164K <0.01% +584 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,339 $161K 0.02% -9,455 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,163 $140K 0.03% +4 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,156 $139K <0.01% +861 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,150 $138K 0.03% -300 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,146 $138K 0.02% +19 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 1,139 $137K <0.01% -706 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 1,137 $137K 0.02% -4,335 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,083 $132K <0.01% +109 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,057 $127K 0.01% +209 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 996 $120K <0.01% -400 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 922 $111K <0.01% -216 13F-HR Timeline Group FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 895 $108K 0.09% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 869 $105K <0.01% -57 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 858 $103K 0.01% -6,578 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 818 $98.4K <0.01% -3 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 96 $96.7K 0.02% -697 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 765 $92K 0.03% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 831 $90.2K 0.04% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 735 $88.4K <0.01% +95 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 733 $88.1K <0.01% -52 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 708 $85K <0.01% new 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 702 $84.4K 0.02% -2,000 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 700 $84.2K 0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 689 $82.9K 0.01% -35 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 656 $78.9K <0.01% +177 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 656 $78.9K 0.01% +5 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 605 $72.4K 0.01% -120 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 600 $72.2K 0.02% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 573 $68.9K <0.01% +84 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 552 $67K <0.01% -405 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 554 $66.6K 0.02% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 545 $65.6K 0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 534 $64.2K 0.02% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 533 $64.1K 0.02% -4,460 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 527 $63.4K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 512 $61.6K <0.01% +379 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 500 $60.1K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 493 $59.3K 0.01% -26 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 487 $58.6K <0.01% -230 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 454 $54.6K 0.04% +9 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 442 $53.2K 0.01% -87 13F-HR/A Timeline eCIO, Inc. More: the full row for eCIO, Inc. 439 $52.8K 0.02% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 431 $51.8K 0.01% +120 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 430 $51.7K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 400 $48.1K 0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 375 $45.1K 0.05% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 430 $45K 0.03% -128 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 372 $44.7K <0.01% -116 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 349 $42K <0.01% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 341 $41K 0.02% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 348 $40.8K 0.03% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 311 $37K 0.01% +60 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 306 $36.8K <0.01% new 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 300 $36.1K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 300 $36.1K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 293 $35.2K 0.02% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 285 $34.3K 0.02% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 266 $32K <0.01% 0 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 261 $31.4K 0.02% +3 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 252 $30.3K <0.01% +64 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 250 $30.1K <0.01% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 240 $28.9K <0.01% -33 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 234 $28.2K <0.01% -118 13F-HR Timeline Group Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 220 $26.5K <0.01% 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 220 $26.5K 0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 215 $25.9K 0.01% +15 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 206 $24.8K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 201 $24.2K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 200 $24.1K <0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 200 $24.1K 0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 200 $24.1K <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 200 $24.1K 0.02% 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 200 $24.1K 0.02% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 198 $24K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 195 $23.4K 0.02% -183 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 185 $22K <0.01% +173 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 180 $21.6K <0.01% +16 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 169 $20.3K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 166 $20K 0.01% -13 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 163 $19.6K <0.01% +52 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 163 $19.5K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 158 $19K <0.01% +47 13F-HR Timeline Group Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 150 $18K 0.04% -1 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 147 $17.7K 0.01% new 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 145 $17.4K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 141 $17.2K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 127 $15.3K 0.01% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 125 $15K <0.01% +7 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 120 $14.5K <0.01% -25 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 114 $13.7K <0.01% -2 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 110 $13.2K <0.01% +95 13F-HR Timeline Group Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 110 $13.2K 0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 107 $12.9K <0.01% -13 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 105 $12.6K 0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 102 $12.3K 0.01% +2 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 100 $12.1K <0.01% -916 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 100 $12K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 100 $12K <0.01% -2 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 98 $11.8K 0.01% +26 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 91 $10.9K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 80 $10K 0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 83 $9.97K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 81 $9.74K <0.01% new 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 75 $9.02K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 75 $9.02K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 74 $8.9K <0.01% +74 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 72 $8.66K 0.01% -9 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 70 $8.42K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 70 $8.42K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 69 $8.3K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 66 $7.94K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 64 $7.72K <0.01% 0 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 64 $7.7K <0.01% -40 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 63 $7.58K <0.01% +53 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 62 $7.46K <0.01% -110 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 57 $6.85K 0.01% new 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 55 $6.61K 0.04% new 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 55 $6.61K <0.01% -43 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 53 $6.37K <0.01% -13 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 52 $6K <0.01% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 49 $5.89K <0.01% +30 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 48 $5.79K 0.02% -286 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 47 $5.65K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 47 $5.65K 0.01% +8 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 46 $5.53K <0.01% +28 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 46 $5.53K <0.01% +2 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 44 $5.29K <0.01% 0 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 44 $5.29K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 44 $5.29K <0.01% +25 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 43 $5.17K <0.01% new 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 48 $5K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 40 $4.81K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 36 $4.33K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 34 $4.08K <0.01% -4 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 33 $3.99K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 31 $3.73K <0.01% -19 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 30 $3.61K <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 29 $3.49K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 28 $3.37K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 26 $3.13K <0.01% -2 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 25 $3.01K <0.01% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 24 $2.89K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 24 $2.89K <0.01% +1 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 23 $2.77K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 23 $2.77K <0.01% +16 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 23 $2.54K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 8 $2.41K <0.01% -12 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 17 $2.04K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 16 $1.92K <0.01% -7 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 14 $1.68K <0.01% new 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 14 $1.68K <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 $1.56K <0.01% 0 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 13 $1.56K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 12 $1.44K <0.01% -222 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 11 $1.32K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 10 $1.2K <0.01% 0 13F-HR Timeline