Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 13,410 $323K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 13,478 $322K <0.01% +261 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 13,461 $322K 0.01% -1,652 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 13,383 $320K 0.02% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 13,373 $320K 0.01% +39 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 13,283 $319K 0.01% new 13F-HR Timeline Group Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 13,198 $315K 0.08% +16 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 13,100 $313K 0.28% 0 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 13,025 $311K 0.25% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 13,000 $311K 0.07% 0 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 12,949 $309K 0.02% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 12,745 $305K <0.01% -2,175 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 12,705 $304K <0.01% +1,569 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,598 $301K <0.01% new 13F-HR Timeline Group CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 12,319 $294K 0.01% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 12,170 $291K 0.01% new 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 12,150 $290K 0.02% -3,580 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 11,910 $285K 0.05% 0 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 11,726 $280K 0.01% -1,436 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 11,592 $277K <0.01% 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 11,440 $273K <0.01% +1,613 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 11,430 $273K 0.03% -252 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 11,369 $272K <0.01% +6,796 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BCS Wealth Management More: the full row for BCS Wealth Management 11,352 $271K 0.03% new 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 11,260 $271K 0.08% 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 11,299 $270K 0.01% -499 13F-HR Timeline Group Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 11,297 $270K new Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 11,194 $268K 0.01% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 11,030 $264K 0.02% 0 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 10,979 $262K 0.04% -49 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 10,600 $253K 0.11% -1,871 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 10,287 $246K 0.03% +16 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 10,255 $245K 0.17% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 10,135 $242K 0.05% +235 13F-HR Timeline NEW SOUTH CAPITAL MANAGEMENT INC More: the full row for NEW SOUTH CAPITAL MANAGEMENT INC 10,117 $242K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 10,094 $241K <0.01% +2,250 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 9,905 $237K 0.01% +511 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 9,901 $237K <0.01% -8,393 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 9,881 $236K 0.01% -7,605 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 9,801 $234K <0.01% +697 13F-HR Timeline Group PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 9,630 $230K 0.06% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 9,617 $230K 0.01% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 9,586 $229K 0.01% -1,057 13F-HR Timeline NFC Investments, LLC More: the full row for NFC Investments, LLC 9,498 $227K 0.06% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 9,414 $226K 0.17% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 9,194 $226K 0.01% +138 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 9,447 $226K 0.02% +57 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 9,377 $226K 0.02% +73 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 9,432 $225K <0.01% -962 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 9,299 $222K <0.01% -227 13F-HR Timeline CX Institutional More: the full row for CX Institutional 9,243 $221K 0.01% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 9,117 $218K 0.03% 0 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 9,023 $216K <0.01% -27,193 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 9,025 $216K 0.02% +1 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 9,005 $215K 0.14% -5,340 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 8,883 $212K 0.13% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 8,839 $211K 0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 8,635 $208K 0.01% -500 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 8,571 $206K <0.01% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 8,531 $205K <0.01% new 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 8,544 $204K 0.02% new 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 8,491 $203K <0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 8,040 $192K 0.02% -210 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 7,950 $190K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 7,394 $177K 0.09% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 7,000 $173K <0.01% -18 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 7,157 $171K <0.01% +2,099 13F-HR Timeline Group Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 7,121 $170K 0.01% -8,768 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,106 $170K <0.01% -11,446 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,368 $152K <0.01% +49 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,019 $144K <0.01% +756 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,765 $138K 0.01% +262 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,697 $136K <0.01% +83 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 5,500 $131K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 5,397 $129K 0.07% +36 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,206 $124K <0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 5,017 $120K 0.03% new 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 4,900 $117K 0.12% 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,635 $111K <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4,635 $111K <0.01% +4,561 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,401 $105K <0.01% -252 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,229 $101K <0.01% -1,040 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,900 $93.2K 0.01% 0 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 5,451 $90K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,706 $88.6K <0.01% -1,716 13F-HR Timeline Group Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 3,590 $85.8K 0.03% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,543 $84.7K 0.01% +22 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,400 $81.3K 0.02% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,234 $77.3K <0.01% +127 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,890 $69.1K <0.01% +61 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,595 $62K <0.01% -18 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,540 $60K 0.02% -14 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,476 $59.2K <0.01% +840 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 2,493 $59K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,444 $58.4K 0.02% -8 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 2,379 $57K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,361 $56.4K <0.01% +165 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,195 $52.5K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,017 $48.2K 0.02% 0 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,151 $45.1K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,840 $44K <0.01% -1,815 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,587 $37.9K 0.02% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,563 $37.4K <0.01% +209 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,400 $33.4K <0.01% -236 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,328 $31.7K <0.01% +29 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,327 $31.7K 0.01% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,313 $31.4K <0.01% -2,445 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,312 $31.4K <0.01% +131 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,214 $29K <0.01% 0 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 1,213 $29K 0.01% 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,194 $28.5K 0.03% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,164 $27.8K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,152 $27.5K <0.01% +3 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,152 $27.5K 0.01% +27 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,149 $27.5K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,108 $27.3K <0.01% -635 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,119 $26.7K <0.01% 0 13F-HR Timeline Group Navigoe, LLC More: the full row for Navigoe, LLC 1,128 $26K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,091 $26K 0.01% +49 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,058 $25.3K <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 989 $23.7K <0.01% new 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 940 $22.5K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 900 $21.5K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 876 $20.9K <0.01% -68 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 815 $19.5K 0.01% -48 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 786 $18.8K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 780 $18.8K <0.01% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 783 $18.7K 0 Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 780 $18.6K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 751 $17.9K <0.01% 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 748 $17.9K 0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 726 $17.4K <0.01% +146 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 666 $16.4K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 621 $14.8K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 610 $14.6K <0.01% +7 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 579 $13.8K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 545 $13K <0.01% -350 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 493 $11.8K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 489 $11.7K <0.01% +468 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 473 $11.4K <0.01% +91 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 468 $11.2K <0.01% +3 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 465 $11.1K <0.01% +30 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 452 $10.8K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 400 $9.56K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 400 $9.56K 0.01% 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 385 $9.2K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 378 $9.03K <0.01% +200 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 343 $8.2K <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 340 $8.13K <0.01% new 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 315 $7.53K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 307 $7.39K <0.01% +19 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 300 $7.17K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 290 $6.93K <0.01% +195 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 289 $6.91K <0.01% +69 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 236 $5.64K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 233 $5.57K <0.01% -9 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 220 $5.26K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 218 $5.21K <0.01% +38 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 215 $5.14K <0.01% -59 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 200 $5K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 183 $4.4K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 177 $4.25K <0.01% +116 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 167 $3.99K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 152 $3.63K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 150 $3.58K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 146 $3.58K <0.01% +1 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 148 $3.54K <0.01% +12 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 145 $3.46K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 142 $3.39K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 139 $3.32K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 107 $2.55K <0.01% +1 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 100 $2.39K <0.01% -40 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 97 $2.32K <0.01% -57 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 89 $2.13K <0.01% -49 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 76 $1.82K <0.01% +10 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 74 $1.77K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 71 $1.7K <0.01% new 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 68 $1.62K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 66 $1.58K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 63 $1.51K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 56 $1.34K <0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 46 $1.21K <0.01% 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 48 $1.15K <0.01% +16 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 47 $1.12K <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 46 $1.09K <0.01% 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 41 $986 <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 38 $909 <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 37 $884 <0.01% 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 35 $837 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 31 $741 <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 30 $722 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 30 $721 <0.01% +7 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 30 $717 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 28 $669 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 28 $669 <0.01% +14 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 23 $550 <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 21 $502 <0.01% -15 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 21 $502 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 17 $411 <0.01% +12 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 10 $247 <0.01% new 13F-HR Timeline