W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 1,806 $446K <0.01% -140 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,799 $444K 0.02% +1,487 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,738 $429K 0.01% +848 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,730 $427K 0.01% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,699 $420K <0.01% +350 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,696 $419K <0.01% new 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 1,691 $418K <0.01% new 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 1,688 $417K 0.01% +42 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 1,682 $416K 0.03% -10 13F-HR Timeline Group Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 1,675 $414K 0.08% -937 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,665 $411K 0.01% 0 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 1,610 $398K 0.06% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,580 $390K 0.01% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,572 $388K 0.01% +64 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 1,568 $387K 0.08% new 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 1,550 $383K 0.28% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,531 $378K <0.01% -367 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 1,524 $377K <0.01% -13 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,504 $372K <0.01% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,500 $371K 0.04% -173 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 1,500 $371K 0.05% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,482 $366K 0.11% +15 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,477 $365K <0.01% -167 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 1,446 $357K 0.29% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 1,419 $351K <0.01% +28 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 1,415 $350K 0.12% 0 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,394 $344K 0.01% -1,507 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,389 $343K 0.13% new 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 1,368 $338K 0.06% -92 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,358 $335K 0.01% -270 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 1,357 $335K 0.02% -6,167 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,348 $333K 0.02% -67 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,331 $329K <0.01% +189 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 1,326 $328K 0.18% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,325 $327K 0.02% -435 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,323 $327K 0.15% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 1,304 $322K <0.01% new 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,300 $321K 0.14% -578 13F-HR/A Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 1,287 $318K 0.03% -150 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,278 $316K <0.01% +5 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,275 $315K 0.02% -50 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,247 $308K 0.19% -60 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,205 $308K <0.01% +6 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,243 $307K 0.04% -318 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,443 $299K <0.01% -1,723 13F-HR Timeline Group Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 1,211 $299K 0.03% new 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 1,200 $296K 0.02% 0 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 1,184 $296K <0.01% 13F-HR Timeline Group Walter Public Investments Inc. More: the full row for Walter Public Investments Inc. 1,162 $288K 0.07% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,155 $285K 0.01% new 13F-HR Timeline Group True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 1,143 $282K 0.02% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,143 $282K 0.11% -295 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,141 $282K 0.03% -77 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,132 $280K <0.01% -19 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,119 $276K <0.01% +257 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,115 $275K 0.01% -4 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,112 $275K 0.01% +88 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,103 $272K <0.01% new 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 1,100 $272K 0.04% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,096 $271K 0.11% -241 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,018 $266K 0.03% +7 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 1,076 $266K 0.25% -7,042 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,068 $264K 0.01% -68 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 1,065 $263K 0.06% 0 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 1,048 $259K 0.13% +42 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 1,020 $252K <0.01% -1,329 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,015 $251K 0.01% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,010 $249K 0.01% -29 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,009 $249K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,007 $249K <0.01% +36 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,000 $247K <0.01% -3,789 13F-HR Timeline Group LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 1,000 $247K 0.02% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 1,034 $242K 0.2% +7 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 976 $241K <0.01% +22 13F-HR Timeline Group Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 976 $241K 0.02% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 971 $240K 0.02% -67 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 1,143 $237K 0.02% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 952 $235K 0.05% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 944 $233K 0.03% new 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 931 $230K 0.03% -4,569 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 920 $227K 0.03% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 937 $226K 0.05% -100 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 908 $224K 0.15% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 900 $222K <0.01% 0 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 898 $222K 0.12% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 895 $221K <0.01% -250 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 900 $221K <0.01% 0 13F-HR Timeline Group Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 888 $219K 0.01% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 887 $219K <0.01% -88 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 884 $218K 0.02% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 883 $218K 0.05% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 838 $207K 0.08% -192 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Net Worth Advisory Group More: the full row for Net Worth Advisory Group 819 $202K 0.04% new 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 815 $201K 0.04% new 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 757 $187K 0.1% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 740 $183K 0.06% +100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 708 $175K <0.01% +45 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 705 $174K 0.02% +197 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 696 $172K 0.06% -25 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 655 $162K 0.09% 0 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 642 $159K <0.01% -18 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 579 $143K <0.01% +193 13F-HR/A Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 577 $142K <0.01% +105 13F-HR Timeline Group Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 525 $130K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 511 $126K <0.01% -324 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 487 $120K 0.03% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 480 $119K 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 472 $117K <0.01% +1 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 460 $114K 0.04% +75 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 426 $105K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 400 $98.8K <0.01% +201 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 376 $92.9K 0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 260 $90K 0.02% -827 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 360 $88.9K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 356 $88K 0.02% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 335 $82.8K <0.01% -20 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 335 $82.8K 0.01% +89 13F-HR Timeline Titiun Yejiel More: the full row for Titiun Yejiel 329 $81.3K 0.08% 0 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 318 $78.6K 0.06% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 306 $76K <0.01% 0 13F-HR Timeline Group KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 300 $74.1K 0.02% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 300 $74.1K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 298 $69.6K <0.01% -18 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 277 $68.4K 0.02% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 272 $67.2K <0.01% 0 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 264 $65.2K <0.01% -127 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 250 $61.8K <0.01% 0 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 250 $61.8K 0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 250 $61.8K 0.01% 0 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 247 $61K 0.01% 0 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 225 $55.6K 0.02% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 210 $52K 0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 194 $47.9K 0.02% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 177 $43.7K 0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 176 $43.5K 0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 175 $43.2K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 172 $42.5K <0.01% -584 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 166 $41K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 165 $40K 0.01% +165 13F-HR/A Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 158 $39K -1,545 Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 155 $38.3K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 149 $36.8K <0.01% +36 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 139 $34.3K <0.01% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 132 $32.6K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 130 $32K <0.01% new 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 125 $30.9K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 119 $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 116 $28.7K <0.01% -6 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 115 $28.4K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 113 $27.9K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 104 $25.7K <0.01% -34 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 100 $25K <0.01% 0 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 100 $24.7K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 96 $23.7K <0.01% +85 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 93 $23K 0.14% 0 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 85 $21K <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 83 $20.5K <0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 82 $20.3K 0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 79 $20K <0.01% -3 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 77 $19.1K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 71 $17.5K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 65 $16.1K <0.01% +45 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 65 $16.1K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 61 $15.1K <0.01% +35 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 61 $15.1K 0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 60 $14.8K 0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 59 $14.6K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 57 $14.1K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 61 $14K <0.01% 0 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 57 $14K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 54 $13.3K <0.01% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 52 $12.8K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 50 $12.4K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 50 $12.4K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 50 $12.4K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 47 $11.6K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 45 $11.1K <0.01% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 44 $10.9K <0.01% -281 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 41 $10.1K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 37 $9.14K <0.01% +15 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 35 $8.65K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 35 $8.65K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 31 $7.82K <0.01% +1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 28 $6.92K <0.01% -16 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 28 $6.3K <0.01% +6 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 25 $6.18K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 24 $5.93K <0.01% -10 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 23 $5.56K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 22 $5.43K <0.01% +20 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 21 $5.19K <0.01% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 20 $4.94K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 20 $4.94K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 19 $4.69K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 19 $4.69K <0.01% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 17 $4.2K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 16 $3.95K <0.01% +2 13F-HR/A Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 15 $3.71K <0.01% -15 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 14 $3.46K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 12 $2.96K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 10 $2.49K <0.01% 0 13F-HR Timeline