THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 1,544 $221K <0.01% -375 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 1,544 $221K 0.07% new 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 1,531 $219K 0.13% -272 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,530 $219K 0.01% -6 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,522 $218K 0.02% new 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 1,519 $217K 0.15% +31 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 1,500 $215K 0.05% -1,569 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,492 $214K 0.04% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,487 $213K 0.02% -63 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,479 $212K 0.02% -194 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 1,469 $210K 0.09% -1 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,450 $207K <0.01% new 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,446 $207K 0.09% new 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 1,440 $206K 0.07% 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,429 $204K <0.01% new 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 1,429 $204K 0.06% new 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 1,425 $204K 0.03% -46 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,404 $201K 0.01% new 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1,400 $200K 0.01% -130 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,296 $185K 0.1% +1,143 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 1,244 $178K 0.05% +91 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,205 $178K <0.01% -295 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 1,160 $166K -2,458 Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 1,150 $165K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,101 $158K <0.01% -353 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,081 $155K 0.03% +26 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,069 $153K 0.01% +23 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,040 $149K 0.02% +180 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,004 $144K <0.01% +93 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,000 $143K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 981 $140K 0.02% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 974 $139K <0.01% +213 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 17,643 $139K 0.01% +99 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 960 $137K 0.09% -27 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 947 $136K 0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 913 $131K 0.03% +1 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 856 $122K <0.01% -33 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 852 $122K 0.05% +182 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 847 $121K <0.01% -5,264 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 823 $118K <0.01% -16 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 805 $115K <0.01% 0 13F-HR Timeline Group Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 754 $108K 0.02% -721 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 749 $107K <0.01% -181 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 745 $107K 0.01% -94 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 710 $102K 0.02% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 699 $100K 0.04% +34 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 680 $97.3K 0.03% +24 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 662 $95.6K 0.01% 0 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 638 $91.3K 0.06% -650 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 630 $91K 0.03% +436 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 608 $87K 0.05% +211 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 592 $85K <0.01% -6 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 593 $84.9K 0.02% 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 590 $84.5K 0.06% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 589 $84.3K 0.01% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 577 $82.6K <0.01% +399 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 529 $75.7K <0.01% +442 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 488 $73K 0.05% -2,283 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 501 $71.7K 0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 500 $71.5K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 500 $71.5K 0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 484 $69.3K 0.04% +19 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 475 $68K 0.04% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 468 $67K <0.01% -46 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 455 $65K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 409 $58.5K 0.01% -800 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 401 $57.4K 0.03% +42 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 400 $57K 0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 381 $54.5K 0.01% -3,747 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 371 $53.1K <0.01% -23,130 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 350 $50.1K <0.01% -480 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 337 $48.3K <0.01% -31 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 335 $47.9K 0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 323 $46.7K 0.01% -61 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 321 $45.9K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 316 $45.2K <0.01% 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 315 $45.1K 0.02% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 308 $44K <0.01% -100 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 306 $43.8K 0.01% +296 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 300 $42.9K 0.02% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 300 $42.9K 0.01% new 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 300 $42.9K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 299 $42.8K 0.04% -52 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 291 $41.6K <0.01% -837 13F-HR/A Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 277 $40.8K <0.01% +70 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 285 $40.8K 0.01% -379 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 254 $37.7K 0.05% 13F-HR/A Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 246 $35.2K 0.07% -3,981 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 234 $33.5K <0.01% +55 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 233 $33.3K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 222 $31.8K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 215 $30.8K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 208 $30.7K <0.01% new 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 213 $30.5K <0.01% +1 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 208 $29.9K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 208 $29.8K 0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 206 $29.4K <0.01% +2 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 200 $28.5K <0.01% +199 13F-HR Timeline Group E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 198 $28.3K 0.02% +102 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 198 $28.3K <0.01% -33 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 191 $27.3K <0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 187 $27K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 184 $26.3K 0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 187 $26K <0.01% +52 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 180 $25.8K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 104 $23K <0.01% +91 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 153 $21.9K 0.01% +103 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 150 $21.5K <0.01% new 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 150 $21.5K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 150 $21.5K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 139 $19.8K 0.01% +8 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 134 $19.2K <0.01% +9 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 133 $19K 0 Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 131 $18.7K <0.01% -65 13F-HR Timeline Group FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 128 $18.3K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 126 $18.1K <0.01% +63 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 125 $17.9K <0.01% 0 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 122 $17.5K 0.09% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 122 $17.5K 0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 120 $17.2K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 120 $17.2K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 118 $16.9K <0.01% -82 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 112 $16K <0.01% 0 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 112 $16K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 112 $16K 0.01% +9 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 110 $15.7K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 107 $15K <0.01% +8 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 101 $14.5K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 93 $13.3K 0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 90 $12.9K 0.01% +1 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 90 $12.9K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 89 $12.7K -16 Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 84 $12K 0.01% -15 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 79 $11.3K 0.01% +29 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 77 $11.1K <0.01% new 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 76 $10.9K 0.01% -1 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 75 $10.7K <0.01% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 75 $10.7K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 72 $10.4K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 72 $10.3K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 70 $10K <0.01% -36 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 70 $10K <0.01% +2 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 63 $10K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 69 $9.87K <0.01% -5 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 68 $9.71K <0.01% +1 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 67 $9.59K 0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 64 $9.16K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 63 $9.02K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 61 $8.73K <0.01% -64 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 61 $8.73K <0.01% +1 13F-HR Timeline Group 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 61 $8.73K <0.01% 0 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 61 $8.73K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 60 $8.59K <0.01% +1 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 60 $8.59K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 58 $8.35K <0.01% -50 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 55 $7.93K 0.02% +16 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 55 $7.87K <0.01% +26 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 52 $7.44K <0.01% -1,215 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 52 $7.44K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 51 $7.3K <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 51 $7.3K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 50 $7.16K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 49 $7.01K 0.01% +1 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 45 $6.42K <0.01% +2 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 41 $5.87K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 40 $5.72K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 39 $5.58K <0.01% +11 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 37 $5.29K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 37 $5.29K <0.01% -15 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 34 $4.87K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 34 $4.87K <0.01% +1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 32 $4.58K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 31 $4.44K <0.01% -38 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 30 $4.29K <0.01% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 28 $4.01K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 33 $4K <0.01% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 28 $4K <0.01% -28 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 28 $4K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 28 $3.96K <0.01% +2 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 27 $3.88K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 27 $3.86K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 27 $3.86K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 25 $3.58K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 24 $3.43K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 22 $3.15K <0.01% -9 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 21 $3.08K <0.01% +17 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 21 $3.06K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 21 $3.02K <0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 21 $3K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 19 $2.83K <0.01% -1 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 20 $2.79K <0.01% +1 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 19 $2.75K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 19 $2.73K <0.01% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 19 $2.72K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 18 $2.58K <0.01% +10 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 17 $2.43K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 17 $2.43K <0.01% +2 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 17 $2.43K <0.01% -1 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 17 $2.43K <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 15 $2.21K <0.01% -13 13F-HR Timeline