Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 109 $201K 0.03% +6 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 109 $201K 0.08% -15 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 109 $201K 0.04% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 102 $188K 0.01% +15 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 100 $184K 0.02% 0 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 100 $184K 0.15% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 96 $177K 0.01% -459 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 94 $173K 0.14% -3 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 90 $166K 0.02% +13 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 89 $164K 0.03% +65 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 86 $159K 0 Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 84 $155K 0.01% +32 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 75 $138K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 74 $136K 0.09% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 72 $133K <0.01% -66 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 69 $127K 0.03% +43 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 70 $126K 0.06% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 68 $125K 0.01% +10 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 68 $125K <0.01% -52 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 72 $123K 0.08% -21 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 62 $114K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 61 $112K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 60 $111K 0.05% +1 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 59 $109K 0.02% +6 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 57 $105K <0.01% +6 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 55 $101K 0.03% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 54 $100K 0.01% -211 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 52 $95.9K 0.07% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 50 $92.2K 0.01% -422 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 50 $92.2K 0.08% +30 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 50 $92.2K 0.09% 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 50 $92.2K 0.03% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 49 $90.4K <0.01% +17 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 46 $84.8K 0.02% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 45 $82K 0.01% +11 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 44 $80.6K 0.01% +18 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 42 $77.5K 0.02% +20 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 42 $77.5K 0.06% 0 13F-HR/A Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 34 $70.7K 0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 38 $70.1K 0.02% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 37 $68.2K 0.01% 0 13F-HR/A Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 35 $59.8K <0.01% +13 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 31 $57.9K <0.01% -1 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 30 $55.3K 0.03% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 29 $53.5K <0.01% -75 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 33 $53.5K 0.04% -79 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 28 $51.6K 0.04% -92 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 27 $50K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 27 $49.8K 0.01% -113 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 26 $47.9K <0.01% +23 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 26 $47.9K 0.04% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 25 $46.1K 0.02% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 25 $46.1K 0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 25 $46.1K 0.02% new 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 25 $46K <0.01% -3 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 24 $44.3K 0.02% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 24 $44.3K <0.01% +9 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 23 $42.4K <0.01% +1 13F-HR Timeline Absoluto Partners Gestao de Recursos Lt… More: the full row for Absoluto Partners Gestao de Recursos Ltda 22 $40.6K 0.04% 0 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 21 $38.8K <0.01% -206 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 20 $36.9K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 20 $36.9K 0.02% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 19 $35K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 19 $35K 0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 18 $33.2K 0.02% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 17 $31.4K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 17 $31.4K <0.01% 0 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 16 $29.5K <0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 16 $29.5K 0.02% 0 13F-HR Timeline Geo Capital Gestora de Recursos Ltd More: the full row for Geo Capital Gestora de Recursos Ltd 15 $28K 0.04% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 15 $27.7K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 15 $27.7K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 14 $25.8K <0.01% -6 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 13 $24.1K <0.01% -11 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 13 $24K <0.01% -7 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 13 $24K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 12 $22.1K <0.01% -108 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 12 $22.1K 0.01% -1 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 11 $20.3K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 11 $20.3K 0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 11 $20.3K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 10 $20K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 10 $18.4K <0.01% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 10 $18.4K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 10 $18.4K <0.01% +9 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 10 $18.4K 0.1% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 9 $16.6K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7 $13K <0.01% +5 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 7 $12.9K <0.01% -2 13F-HR/A Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 7 $12.9K <0.01% +4 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 7 $12.9K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 6 $11.1K <0.01% -8,931 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 6 $11.1K <0.01% -4 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 6 $11.1K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 6 $11.1K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 6 $11.1K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $11.1K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 6 $11.1K 0.01% +1 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 5 $9.63K <0.01% +3 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5 $9.61K <0.01% -1 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 5 $9.22K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 5 $9.22K <0.01% -5 13F-HR/A Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 5 $9.22K <0.01% -3 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 5 $9.22K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 5 $9.22K <0.01% +5 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 5 $9.22K <0.01% -2 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 5 $9.22K 0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 5 $9K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4 $7.38K <0.01% -2 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4 $7.38K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4 $7.38K <0.01% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 4 $7.38K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $5.54K 0.01% +2 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3 $5.53K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3 $5.53K <0.01% -18 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3 $5.53K <0.01% -31 13F-HR Timeline Group Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 3 $5.53K <0.01% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 3 $5.53K <0.01% new 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 3 $5.53K <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 3 $5.53K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 3 $5.53K <0.01% +2 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2 $4.37K <0.01% -7,169 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2 $3.69K <0.01% +1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2 $3.69K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 2 $3.69K 0.01% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 2 $3.69K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2 $3.69K <0.01% +1 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 2 $3.69K <0.01% -958 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 2 $3.69K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2 $3.69K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 2 $3.69K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2 $3.68K <0.01% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 1 $1.84K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1 $1.84K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1 $1.84K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 1 $1.84K <0.01% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1 $1.84K <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1 $1.84K <0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1 $1.84K <0.01% new 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 1 $1.84K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1 $1.84K <0.01% -1 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1 $1.84K <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $1.84K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1 $1.84K <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -956 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 0 $0 0% new 13F-HR/A Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.