Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,758 $408K 0.03% +300 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1,747 $405K 0.03% new 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 1,746 $405K 0.08% new 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 1,721 $399K 0.17% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,721 $399K 0.1% -11 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 1,719 $399K 0.11% -6,826 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,715 $398K 0.03% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,708 $396K 0.01% -46 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,700 $394K 0.01% +495 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 1,694 $393K 0.16% -30 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,684 $391K 0.01% -22,477 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HM PAYSON & CO More: the full row for HM PAYSON & CO 1,681 $390K 0.01% -627 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,672 $388K 0.01% +47 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,672 $388K 0.01% +116 13F-HR/A Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,660 $385K 0.05% -11,920 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,638 $380K <0.01% +430 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,631 $378K 0.01% -156 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,629 $378K 0.07% -41 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,613 $374K 0.04% -15 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,604 $372K 0.02% +6 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,578 $366K 0.01% +105 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,571 $365K 0.06% 0 13F-HR Timeline Group Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,566 $363K 0.11% +351 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,551 $360K 0.02% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,538 $357K 0.02% -3,289 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,534 $356K 0.12% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,530 $355K 0.01% +246 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,529 $355K 0.03% new 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 1,516 $352K 0.01% new 13F-HR Timeline Group NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,512 $351K 0.01% new 13F-HR Timeline Group VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 1,510 $350K 0.09% 0 13F-HR/A Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 1,433 $347K 0.2% +4 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,488 $345K 0.04% +331 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 1,525 $345K 0.01% 0 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 1,483 $344K <0.01% -25 13F-HR/A Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,480 $343K 0.12% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,479 $343K 0.22% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,475 $342K 0.01% -127 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,472 $341K 0.01% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,466 $340K 0.01% -25 13F-HR Timeline Group Joule Financial, LLC More: the full row for Joule Financial, LLC 1,455 $338K 0.1% -49 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 1,450 $336K 0.07% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 1,450 $336K 0.05% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,445 $335K <0.01% -28,237 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,436 $333K 0.02% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,431 $332K 0.01% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,430 $332K 0.01% -240 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,429 $331K 0.01% -34 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 1,423 $330K 0.1% new 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,415 $328K 0.03% -1,282 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 1,408 $327K 0.18% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,402 $325K 0.01% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,601 $325K 0.01% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,381 $320K 0.01% +133 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,364 $316K 0.25% +900 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,350 $313K 0.04% +18 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 1,345 $312K <0.01% -4,649 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,341 $311K 0.02% +116 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 1,170 $311K 0.1% +5 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,339 $311K 0.02% +191 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,329 $308K 0.09% -1,316 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,322 $307K 0.02% +7 13F-HR Timeline Group Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 1,321 $306K 0.01% -405 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,310 $304K 0.01% -426 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,300 $302K 0.03% 0 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 1,295 $300K 0.06% new 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 1,292 $300K 0.28% +34 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,286 $298K 0.01% -231 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,275 $296K 0.09% -27 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,275 $296K 0.16% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,241 $295K 0.01% new 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 1,269 $294K 0.07% -5 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 1,265 $293K 0.08% 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,260 $292K 0.06% +52 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,258 $292K 0.03% -28 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,246 $289K 0.2% -591 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,239 $287K 0.03% +168 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,235 $287K <0.01% -6,065 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,235 $286K 0.05% -42 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,264 $286K 0.01% -36 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 1,230 $285K 0.16% -217 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,227 $285K <0.01% -51 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 1,224 $284K 0.02% +12 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,216 $282K 0.01% -30,602 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,214 $282K 0.12% +141 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 1,211 $281K 0.04% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,211 $281K 0.01% +4 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 1,204 $279K 0.2% +113 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,203 $279K 0.06% +114 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,201 $279K 0.05% new 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 1,200 $278K 0.09% 0 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 1,194 $277K <0.01% -1,680 13F-HR/A Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 1,193 $277K 0.01% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,192 $277K 0.05% +86 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,187 $275K <0.01% +149 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,178 $273K 0.03% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,173 $272K 0.01% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,341 $272K 0.01% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,172 $272K 0.03% -26 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,169 $271K <0.01% +67 13F-HR Timeline Group RB Capital Management, LLC More: the full row for RB Capital Management, LLC 1,160 $269K 0.06% +5 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,150 $267K 0.05% 0 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 1,150 $267K 0.08% 0 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 1,144 $265K 0.05% new 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,136 $264K 0.17% -66 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,128 $262K <0.01% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,118 $259K 0.02% +84 13F-HR Timeline Group Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 1,108 $257K 0.17% -300 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,107 $257K 0.07% new 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 1,107 $257K 0.05% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 965 $256K 0.02% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,100 $255K 0.09% -110 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 1,097 $255K 0.04% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,088 $252K 0.04% -193 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,085 $252K 0.12% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,080 $251K <0.01% 0 13F-HR Timeline Group First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 1,079 $250K 0.16% +11 13F-HR Timeline Trust Co More: the full row for Trust Co 1,079 $250K 0.02% +50 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,078 $250K 0.01% +671 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,077 $250K <0.01% -41 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,070 $248K 0.09% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,069 $248K 0.04% +1,000 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,068 $248K <0.01% +28 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,043 $247K 0.01% new 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,056 $245K 0.04% -100 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,052 $244K 0.01% +2 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,049 $243K 0.02% new 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,045 $243K 0.07% +45 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,008 $242K <0.01% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,036 $240K <0.01% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,028 $239K 0.02% new 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,023 $237K 0.08% -2 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,023 $237K 0.02% +43 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,022 $237K 0.05% +17 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,022 $237K <0.01% new 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 1,017 $236K <0.01% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,012 $235K 0.01% new 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 1,008 $234K 0.1% -88 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,004 $233K <0.01% +66 13F-HR Timeline Group Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 1,003 $233K 0.23% +1 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 1,000 $232K <0.01% 0 13F-HR Timeline Group Columbia Asset Management More: the full row for Columbia Asset Management 1,000 $232K 0.04% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,000 $232K 0.05% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 1,000 $232K 0.04% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 986 $229K 0.03% -86 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 983 $228K <0.01% new 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 980 $227K 0.11% -933 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 978 $227K <0.01% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 852 $226K 0.01% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 971 $225K 0.03% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 968 $225K 0.01% new 13F-HR Timeline Lotus Technology Management, LP More: the full row for Lotus Technology Management, LP 954 $221K 0.82% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 951 $221K <0.01% new 13F-HR Timeline Group AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 948 $220K 0.03% -3,786 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 945 $219K 0.01% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 935 $217K 0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 924 $214K 0.01% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 917 $213K 0.05% -195 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 913 $212K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 909 $211K 0.09% +324 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 900 $209K 0.01% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 900 $209K 0.02% +500 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 900 $209K 0.04% new 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 900 $209K 0.18% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 882 $205K 0.02% new 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 877 $203K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 820 $190K 0.02% -275 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 800 $186K 0.07% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 792 $184K 0.07% +2 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 749 $174K 0.01% +343 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 729 $169K <0.01% +429 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 717 $166K 0.05% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 700 $162K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 700 $162K <0.01% +149 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 698 $162K 0.02% +45 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 692 $161K <0.01% -114 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 688 $160K <0.01% -84 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 685 $159K <0.01% +598 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 650 $151K 0.01% +116 13F-HR Timeline Group Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 601 $139K 0.07% +3 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 599 $139K 0.07% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 566 $131K <0.01% +20 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 542 $126K 0.01% +29 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 510 $118K 0.01% +43 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 502 $116K 0.01% +194 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 500 $116K 0.02% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 481 $112K 0.02% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 480 $111K 0.04% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 479 $111K 0.12% -391 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 470 $109K 0.02% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 461 $107K 0.06% +6 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 449 $107K 0.07% +9 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 451 $105K 0.07% -184 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 400 $92.8K 0.03% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 390 $90.5K 0.01% -1 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 389 $90.3K 0.01% +98 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 390 $90K 0.03% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 375 $87K <0.01% new 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 370 $85.8K 0.08% -60 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 357 $85.2K <0.01% +3 13F-HR Timeline