West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,812 $223K 0.05% +342 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,809 $223K 0.02% -9 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,800 $222K 0.03% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,775 $220K 0.01% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,744 $218K <0.01% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,740 $218K 0.02% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,737 $217K 0.03% new 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 2,737 $217K 0.06% -450 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,707 $215K 0.02% -154 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,687 $213K 0.03% new 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 2,683 $213K 0.02% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,671 $212K 0.03% +271 13F-HR Timeline Ritter Alpha, LP More: the full row for Ritter Alpha, LP 2,669 $212K 9.04% new 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,650 $210K 0.05% -689 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 2,617 $208K 0.02% -347 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 2,594 $206K 0.04% +18 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,593 $206K 0.01% +177 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 2,593 $206K 0.24% -130 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,569 $204K 0.04% -124 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 2,486 $203K 0.05% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,548 $202K <0.01% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,543 $202K 0.03% -127 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,535 $201K <0.01% -100 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 2,500 $199K 3.12% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,463 $196K 0.04% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,456 $195K <0.01% +89 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 2,375 $193K 0.06% +1,656 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,384 $189K 0.1% +289 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,369 $188K 0.01% +1,523 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,354 $187K 0.02% +12 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,341 $186K 0.01% +26 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,325 $185K 0.1% 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,285 $183K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,278 $181K 0.01% new 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 2,200 $175K 0.01% new 13F-HR Timeline Group Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 2,383 $172K <0.01% -12,905 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,078 $165K 0.07% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,071 $164K 0.03% +2,021 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 2,050 $163K 0.04% +53 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 2,005 $159K 0.05% -100 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 1,924 $153K 0.05% +24 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,847 $147K 0.02% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,828 $145K 0.08% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,818 $144K <0.01% -750 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,811 $144K 0.09% +107 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,813 $142K <0.01% -62 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,815 $140K 0.02% +25 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,740 $138K 0.06% +1,709 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,727 $137K 0.1% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,712 $136K 0.01% +106 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,650 $131K 0.02% +1,635 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,645 $131K 0.01% -1,207 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,605 $127K 0.08% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,559 $124K 0.03% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,548 $123K 0.01% -1 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,540 $122K 0.01% -1,544 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,525 $121K 0.01% +200 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,425 $113K 0.01% -125 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1,375 $109K 0.02% -99 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,362 $108K 0.09% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,356 $108K 0.01% -239 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,325 $105K 0.01% -80 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,320 $105K <0.01% +14 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,374 $104K <0.01% +1,144 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,249 $99.2K 0.07% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,228 $97.5K 0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,222 $97K 0.01% -2,138 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,201 $95.4K 0.01% -69 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,067 $84.7K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,044 $82.9K <0.01% +740 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,042 $82.7K 0.02% +741 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,013 $80.5K <0.01% -332 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,013 $80.4K 0.03% +70 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,012 $80.4K 0.01% -495 13F-HR Timeline Group ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,006 $79.9K 0.01% +6 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,005 $79.8K 0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,000 $79.4K 0.01% -605 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 985 $78.2K 0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 982 $78K 0.01% +180 13F-HR Timeline City State Bank More: the full row for City State Bank 931 $73.9K 0.02% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 923 $73.3K 0.01% +542 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 904 $71.8K 0.07% 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 890 $70.7K 0.04% -60 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 886 $70.4K 0.01% 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 885 $70.3K 0.04% -7 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 884 $70.2K 0.04% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 876 $69.6K <0.01% -1,868 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 860 $68.3K <0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 864 $68.3K 0.05% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 854 $67.8K 0.01% -56 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 830 $65.9K 0.05% 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 773 $61.4K 0.05% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 764 $60.7K <0.01% -294 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 760 $60.4K 0.03% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 750 $59.6K <0.01% -425 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 750 $59.6K <0.01% +65 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 734 $58.3K 0.02% -425 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 728 $57.8K 0.01% +15 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 724 $57.5K 0.03% 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 700 $55.6K 0.02% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 695 $55.2K <0.01% +30 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 656 $52.1K 0.01% -244 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 640 $50.8K 0.03% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 629 $49.9K <0.01% -1,024 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 627 $49.8K 0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 605 $48K <0.01% 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 600 $47.6K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 600 $47.6K 0.02% +71 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 571 $45.3K 0.01% -123 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 570 $45.3K 0.03% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 560 $44.5K <0.01% +310 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 540 $42.9K 0.02% +5 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 530 $42.1K 0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 535 $42K <0.01% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 520 $41.3K 0.03% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 515 $41K <0.01% +123 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 495 $39.3K <0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 489 $38.8K <0.01% +50 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 475 $37.7K <0.01% 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 474 $37.6K 0.01% -62 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 452 $35.9K 0.02% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 450 $35.7K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 448 $34.9K 0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 429 $34.1K 0.02% new 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 426 $33.8K 0.02% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 425 $33.7K 0.02% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 420 $33.4K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 419 $33.3K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 409 $32.5K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 385 $30.6K <0.01% -13 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 385 $30.6K 0.02% -100 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 390 $30K 0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 375 $29.8K 0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 363 $28.8K 0.01% -1 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 361 $28.7K 0.01% -283 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 360 $28.6K 0.03% 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 360 $28.6K 0.02% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 351 $27.9K 0.01% +55 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 339 $26.9K 0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 332 $26.3K <0.01% +21 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 326 $25.9K <0.01% +26 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 320 $25.4K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 306 $24.3K <0.01% +13 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 300 $23.8K 0.02% new 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 299 $23.7K 0.01% 0 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 292 $23.2K 0.01% -11 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 275 $21.8K 0.03% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 268 $21.3K <0.01% -248 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 264 $21K <0.01% -2,683 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 261 $20.7K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 254 $20.2K <0.01% -13 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 252 $20K <0.01% +30 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 250 $20K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 250 $19.9K <0.01% new 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 250 $19.9K 0.01% 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 248 $19.7K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. MCF Advisors LLC More: the full row for MCF Advisors LLC 248 $19.7K <0.01% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 245 $19.5K <0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 225 $17.9K 0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 225 $17.9K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 224 $17.8K 0.01% +17 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 221 $17.2K <0.01% -31 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 204 $16.2K <0.01% -5 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 200 $15.9K <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 197 $15.8K <0.01% +54 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 182 $14.9K <0.01% -59 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 182 $14.5K <0.01% -6 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 180 $14.3K 0.01% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 178 $14.1K <0.01% 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 175 $13.9K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 175 $13.9K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 171 $13.6K <0.01% +61 13F-HR Timeline Group Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 168 $13.3K 0.02% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 162 $12.9K <0.01% -20 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 161 $12.8K <0.01% +4 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 158 $12.5K <0.01% -464 13F-HR Timeline Group Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 153 $12.2K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 152 $12.1K 0.01% +23 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 150 $11.9K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 150 $11.9K 0.01% -150 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 146 $11.6K 0.01% -37 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 146 $11.6K <0.01% -14 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 140 $11.1K <0.01% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 137 $10.9K 0.01% -2 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 133 $10.6K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 132 $10.5K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 127 $10.1K <0.01% -2 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 179 $9.93K <0.01% -5 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 125 $9.93K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 121 $9.61K 0.01% +5 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 118 $9.37K 0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 115 $9.13K <0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 116 $9K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 110 $8.74K <0.01% +20 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 105 $8.34K <0.01% -52 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 104 $8.26K <0.01% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 103 $8.18K <0.01% 0 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 112 $8K <0.01% +33 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 100 $7.94K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 100 $7.94K <0.01% 0 13F-HR Timeline