Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,629 $207K <0.01% -113 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,597 $206K <0.01% +714 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,570 $205K <0.01% new 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,568 $205K 0.08% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,555 $204K <0.01% +813 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,257 $202K 0.16% new 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 4,496 $201K 0.02% +64 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,419 $198K <0.01% +1,926 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,377 $196K 0.02% +141 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,273 $191K 0.01% +102 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,232 $189K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,190 $188K 0.01% -2,808 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,000 $179K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,998 $179K 0.06% -10 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 3,964 $177K 0.1% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,947 $177K 0.02% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,939 $176K 0.01% -7 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,894 $174K 0.01% -673 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,752 $168K 0.01% -2,741 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 3,592 $161K 0.06% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,383 $151K <0.01% -25 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,357 $151K 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. 3,334 $149K <0.01% -5,027 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,218 $144K 0.13% +10 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 2,827 $127K 0.09% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,580 $119K <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 2,601 $116K <0.01% -417 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,509 $112K <0.01% +24 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 2,510 $112K 0.03% 0 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 2,425 $109K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,310 $103K <0.01% 0 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 2,305 $103K <0.01% -756 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,277 $102K <0.01% +1,972 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2,232 $99.9K 0.02% +20 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,225 $99.6K 0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,075 $92.9K <0.01% +306 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,064 $92.4K 0.01% +275 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,931 $91.8K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,005 $89K 0.03% +12 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,874 $83.9K <0.01% +123 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 1,745 $78.1K 0.04% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,739 $77.9K 0.01% +29 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,636 $73.3K <0.01% +3 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,625 $72.8K 0.04% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,597 $71.5K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,588 $71.1K <0.01% -495 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,559 $69.8K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,557 $69.7K 0.01% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,482 $66.3K 0.04% +85 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,435 $64.2K 0.02% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,426 $63.8K 0.01% +406 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,423 $63.7K 0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,383 $61.9K 0.01% +318 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 1,333 $59.7K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,327 $59.4K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,244 $58.9K <0.01% +965 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,275 $57K 0.04% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,252 $56.1K 0.05% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,238 $55.4K <0.01% +213 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,227 $54.9K <0.01% +104 13F-HR Timeline MH & ASSOCIATES SECURITIES MANAGEMENT C… More: the full row for MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 1,206 $54K 0.04% 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,201 $53.8K 0.03% 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,162 $52K 0.02% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,150 $51.5K 0.04% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,149 $51.5K <0.01% +266 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,118 $50.1K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,091 $48.8K 0.01% +646 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,072 $48K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,066 $47.7K <0.01% +66 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,061 $47.5K 0.01% -102 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,050 $47K 0.02% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,021 $45.7K 0.02% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,019 $45.6K 0.02% +9 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,011 $45.3K <0.01% -58 13F-HR Timeline HUSSMAN STRATEGIC ADVISORS, INC. More: the full row for HUSSMAN STRATEGIC ADVISORS, INC. 1,000 $44.8K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,000 $44.8K 0.02% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 1,000 $44.8K 0.03% 0 13F-HR/A Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 999 $44.7K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 911 $43.2K 0.01% +39 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 946 $42.4K 0.01% +8 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 933 $41.8K 0.03% 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 933 $41.8K 0.02% 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 904 $40.5K 0.03% 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 881 $39.4K 0.01% 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 862 $38.6K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 860 $38.5K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 837 $37.5K <0.01% +9 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 828 $37.1K 0.02% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 826 $37K <0.01% +60 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 807 $36.1K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 771 $34.5K 0.01% -124 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 766 $34.3K 0.03% +640 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 762 $34.1K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 734 $32.9K <0.01% -1,208 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 728 $32.6K 0.01% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 715 $32K <0.01% +2 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 704 $31.5K <0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 700 $31.3K <0.01% +147 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 700 $31.3K 0.02% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 686 $30.7K <0.01% -921 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 676 $30K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 668 $29.9K 0.01% -1,359 13F-HR/A Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 640 $29.2K 0.01% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 630 $28K <0.01% +30 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 601 $27K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 585 $27K 0.01% -74 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 562 $25.2K <0.01% +45 13F-HR Timeline Group DV Trading LLC More: the full row for DV Trading LLC 560 $25.1K <0.01% 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 544 $24.3K 0.01% +6 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 522 $23.4K 0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 517 $23.1K 0.01% +17 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 515 $23.1K <0.01% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 500 $22.4K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 494 $22.1K <0.01% +40 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 487 $21.8K 0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 468 $21K 0.01% +4 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 442 $19.8K <0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 437 $19.6K 0.01% +6 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 433 $19.4K 0.01% +4 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 431 $19.3K 0.01% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 401 $18K <0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 400 $17.9K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 400 $17.9K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 380 $17K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 375 $16.8K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 365 $16.3K <0.01% 0 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 362 $16.2K 0.01% -190 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 357 $16K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 342 $15.3K <0.01% 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 341 $15.3K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 337 $15.1K <0.01% -4,268 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 323 $14.5K 0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 323 $14.5K 0.01% 0 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 366 $14.3K <0.01% 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 315 $14.1K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 322 $14K <0.01% +11 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 311 $13.9K 0.01% -75 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 311 $13.9K <0.01% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 306 $13.8K <0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 308 $13.8K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 302 $13.5K <0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 300 $13.4K <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 300 $13.4K 0.01% +3 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 293 $13.1K 0.01% +204 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 292 $13.1K <0.01% +4 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 291 $13K <0.01% -34 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 290 $13K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 288 $12.9K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 288 $12.9K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 270 $12.7K 0.02% +2 13F-HR/A Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 280 $12.5K <0.01% +85 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 277 $12.4K <0.01% +188 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 270 $12.1K 0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 263 $11.8K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 261 $11.7K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 258 $11.6K 0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 239 $11.3K 0.01% +214 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 248 $11.1K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 238 $10.7K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 236 $10.6K <0.01% +45 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 230 $10.3K 0.01% 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 227 $10.2K <0.01% 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 224 $10K <0.01% +45 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 219 $9.81K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 214 $9.58K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 210 $9.4K <0.01% +6 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 202 $9.04K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $8.95K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 200 $8.95K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 199 $8.91K <0.01% -8 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 181 $8.12K <0.01% -18 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 173 $7.75K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 171 $7.66K <0.01% -121 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 171 $7.66K <0.01% -4 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 171 $7.66K 0.01% +52 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 170 $7.61K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 162 $7.25K <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 161 $7.21K <0.01% -111 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 158 $7.07K <0.01% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 150 $6.72K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 150 $6.72K <0.01% 0 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 145 $6.49K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 141 $6.32K <0.01% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 140 $6.27K <0.01% new 13F-HR/A Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 138 $6.18K <0.01% +78 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 135 $6.04K <0.01% 0 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 147 $6K <0.01% +22 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 131 $5.87K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 123 $5.51K <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 123 $5.51K <0.01% +113 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 113 $5.06K <0.01% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 112 $5.02K 0.01% -2,875 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 111 $4.97K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 108 $4.84K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 103 $4.61K <0.01% +5 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 103 $4.61K <0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 102 $4.57K <0.01% 0 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 100 $4.48K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 96 $4.3K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 96 $4.3K <0.01% 0 13F-HR Timeline