Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,419 $316K 0.01% +14 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,414 $315K 0.04% +95 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,395 $311K 0.02% +104 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,395 $311K 0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,388 $309K 0.01% -10,899 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 1,387 $309K 0.25% +184 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,382 $308K 0.17% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,362 $307K 0.01% -40 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,381 $307K <0.01% -89 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,371 $305K <0.01% -843 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,369 $305K 0.07% -1,816 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,368 $305K 0.01% +259 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 1,362 $303K 0.02% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,357 $302K 0.02% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,354 $301K 0.04% +171 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 1,353 $301K 0.07% +55 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,348 $300K 0.03% -37 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,348 $300K 0.05% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,341 $298K <0.01% -269 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,335 $297K <0.01% -14 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,334 $297K <0.01% -1,034 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,327 $295K 0.07% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,297 $289K 0.13% -7,329 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,296 $289K 0.15% +390 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,284 $286K 0.02% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,274 $284K 0.06% -40 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,257 $280K <0.01% +344 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,256 $280K 0.15% +183 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,253 $279K 0.01% -965 13F-HR Timeline Group Transmarket Holdings LP More: the full row for Transmarket Holdings LP 1,250 $278K 0.2% 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 1,248 $278K 0.03% new 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 1,242 $276K 0.01% new 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,224 $272K <0.01% 0 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 1,224 $272K 0.24% 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,222 $272K 0.01% +64 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 1,222 $272K 0.06% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,219 $271K 0.03% +55 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,210 $269K <0.01% +759 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,208 $269K 0.01% -113 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,204 $268K 0.05% +23 13F-HR Timeline Group Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 1,200 $267K 0.13% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,197 $266K 0.03% -135 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,190 $265K <0.01% -17 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,186 $264K 0.04% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,183 $263K 0.03% +272 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,166 $260K 0.04% -1,263 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,161 $259K <0.01% +139 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,153 $257K 0.01% +36 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 1,148 $256K 0.08% -972 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,138 $253K 0.03% -610 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,110 $247K 0.03% new 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,108 $247K 0.1% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,079 $243K 0.04% -6,941 13F-HR/A Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,079 $243K <0.01% +26 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,075 $239K <0.01% new 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 1,070 $238K 0.03% -8,215 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,070 $238K <0.01% new 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,054 $235K 0.02% new 13F-HR Timeline Group AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 1,050 $234K 0.03% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,035 $230K <0.01% +91 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 1,034 $230K 0.16% 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,023 $228K 0.01% -137 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,019 $227K 0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,022 $226K <0.01% -18 13F-HR Timeline Group Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 1,010 $225K -1,086 Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,007 $224K <0.01% -945 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,000 $223K <0.01% -1 13F-HR Timeline Ruane, Cunniff & Goldfarb L.P. More: the full row for Ruane, Cunniff & Goldfarb L.P. 1,000 $223K <0.01% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 997 $222K 0.01% +5 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,446 $221K 0.01% -432 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 992 $221K <0.01% -64 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 991 $221K 0.07% -202 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 986 $220K 0.03% +68 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 985 $219K 0.04% -31 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 980 $218K 0.08% +7 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 978 $218K 0.01% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 976 $217K 0.01% 0 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 974 $217K 0.19% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 971 $216K <0.01% +88 13F-HR Timeline Group Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 968 $216K 0.03% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 853 $215K 0.03% -300 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 963 $214K 0.12% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 963 $214K 0.01% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 960 $214K 0.01% -61 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 958 $213K 0.03% +56 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 954 $212K <0.01% 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 953 $212K 0.01% +8 13F-HR Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 952 $212K <0.01% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 951 $212K 0.01% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 951 $212K 0.12% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 949 $211K 0.04% +5 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 946 $211K 0.01% -14 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 825 $209K 0.04% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 939 $209K 0.01% -82 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 931 $207K 0.01% -16 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 924 $206K 0.05% +3 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 917 $204K 0.01% new 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 913 $203K <0.01% 13F-HR/A Timeline Group Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 912 $203K 0.08% +4 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 906 $202K 0.13% -13 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 1,625 $201K 0.08% 0 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 900 $200K 0.06% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 899 $200K 0.03% -1,264 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 896 $199K 0.09% +358 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 830 $185K 0.1% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 827 $184K <0.01% +750 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 807 $180K <0.01% +348 13F-HR/A Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 707 $157K <0.01% -1,724 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 707 $157K 0.05% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 700 $156K 0.02% 0 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 600 $134K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 588 $131K 0.01% -814 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 562 $125K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 555 $124K 0.01% -179 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 537 $120K 0.02% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 532 $118K 0.02% -189 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 528 $118K 0.05% new 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 527 $117K 0.02% +152 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 527 $117K 0.04% -140 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 470 $105K 0.03% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 466 $104K <0.01% +30 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 431 $95.9K 0.02% +51 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 430 $95.7K 0.04% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 429 $95.5K <0.01% +229 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 406 $90.4K 0.01% +173 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 375 $83.5K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 362 $80.6K <0.01% +4 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. True Wealth Design, LLC More: the full row for True Wealth Design, LLC 349 $77.7K 0.02% -73 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 295 $65.8K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 291 $64.8K <0.01% -1 13F-HR Timeline CX Institutional More: the full row for CX Institutional 281 $63K <0.01% -19 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 273 $60.8K <0.01% -2 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 270 $60.1K 0.02% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 267 $59.4K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 257 $57.2K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 252 $56.1K <0.01% -1,078 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 242 $53.8K <0.01% -124 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 231 $51.4K <0.01% +161 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 197 $49.6K 0.01% +69 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 219 $48.8K 0.01% -470 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 216 $48.1K 0.02% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 214 $47.7K <0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 213 $47.4K 0.04% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 208 $46.3K <0.01% -69 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 202 $45K 0.01% 0 13F-HR Timeline Summer Road LLC More: the full row for Summer Road LLC 200 $44.5K 0.03% -200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 200 $44.5K 0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 186 $41.7K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 185 $41.2K <0.01% -38 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 185 $41.2K <0.01% -7 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 155 $34.5K <0.01% -45 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 153 $34.1K <0.01% +2 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 145 $32.3K <0.01% +88 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 144 $32.1K <0.01% +15 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 143 $31.8K <0.01% +79 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 140 $31.3K <0.01% +23 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 139 $30.9K <0.01% -305 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 184 $30.6K <0.01% 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 136 $30.3K <0.01% 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 122 $27.2K <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 117 $26K <0.01% +22 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 115 $25.6K 0.02% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 110 $24.5K <0.01% -654 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 91 $23.7K 0.02% 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 100 $22.3K 0.02% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 100 $22K 0.01% -74 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 95 $21.6K <0.01% +31 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 93 $20.7K <0.01% +27 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 91 $20.3K <0.01% 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 89 $19.8K <0.01% +41 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 87 $19.4K <0.01% +13 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 87 $19.4K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 84 $18.7K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 81 $18.3K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 82 $18.3K 0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 78 $17.4K <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 74 $16.5K 0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 74 $16.5K <0.01% +2 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 73 $16.3K <0.01% +64 13F-HR Timeline Group Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 73 $16.2K 0.02% 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 69 $15.5K <0.01% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 68 $15.1K <0.01% new 13F-HR/A Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 66 $14.7K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 63 $14K 0.01% -13 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 62 $13.8K <0.01% +6 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 61 $13.6K <0.01% +46 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 59 $13.1K 0.01% +17 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 58 $12.9K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 58 $12.9K <0.01% +3 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 56 $12K <0.01% -4 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 53 $11.8K <0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 53 $11.8K 0.02% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 46 $10.2K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 45 $10K <0.01% -335 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 44 $9.8K 0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 44 $9.8K 0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 41 $9.22K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 36 $8.02K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 35 $7.72K <0.01% 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 34 $7.61K <0.01% 0 13F-HR Timeline