Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,057 $98.9K 0.01% -200 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 1,042 $97.5K <0.01% new 13F-HR Timeline Group Bravera Wealth More: the full row for Bravera Wealth 964 $90.2K 0.04% -141 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 906 $84.8K 0.01% -13 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 902 $84.4K 0.01% -663 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 889 $83.2K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 871 $81.5K 0.02% -50 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 792 $74.1K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 795 $74K 0.05% -914 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 780 $73K <0.01% +137 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 741 $69.4K 0.03% +21 13F-HR Timeline MOTCO More: the full row for MOTCO 715 $66.9K 0.01% -479 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 676 $63.3K 0.07% -3,111 13F-HR Timeline CNB Bank More: the full row for CNB Bank 661 $61.9K 0.03% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 660 $61.8K 0.02% +40 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 658 $61.6K <0.01% -35 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 605 $56.6K <0.01% +198 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 599 $56.1K 0.01% +4 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 587 $52.5K <0.01% -100 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 556 $52K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 517 $48.4K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 500 $46.8K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 487 $45.6K <0.01% +142 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 458 $42.9K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 440 $41.2K <0.01% +36 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 440 $41.2K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 435 $40.7K 0.02% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 428 $40.1K <0.01% -53 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 425 $39.8K <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 419 $39.2K <0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 403 $37.7K 0.02% +233 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 398 $37K <0.01% +221 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 395 $37K 0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 384 $35.9K <0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 430 $35.5K 0.02% +68 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 360 $33.7K <0.01% -90 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 355 $33.2K <0.01% +55 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 351 $32.9K <0.01% +274 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 367 $32.9K 0.02% -13 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 361 $32.3K 0.01% +244 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 337 $31.5K 0.02% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 329 $30.8K <0.01% +25 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 326 $30.5K <0.01% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 325 $30.4K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 300 $28.1K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 300 $28.1K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 297 $27.8K <0.01% +53 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 306 $27.7K <0.01% -121 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 294 $27.5K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 285 $26.7K 0.01% 0 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 282 $26.4K <0.01% -316 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 279 $26.1K <0.01% +20 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 260 $24.3K <0.01% +4 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 270 $24.1K <0.01% +1 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 253 $23.7K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 244 $22.8K 0.03% +184 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 233 $21.8K <0.01% +1 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 222 $20.8K 0.01% -377 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 219 $20.5K <0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 218 $20.4K 0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 200 $18.7K <0.01% -800 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 200 $18.7K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 200 $18.7K <0.01% +2 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 200 $18.7K 0.02% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 194 $18.2K <0.01% -276 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 185 $17.3K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 187 $17K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 179 $16.8K <0.01% +4 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 177 $16.6K 0.01% +17 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 172 $16.1K 0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 162 $15.2K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 162 $15.2K 0.01% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 160 $15K <0.01% -32 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 152 $14.2K 0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 150 $14K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 147 $14K <0.01% +4 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 149 $14K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 135 $13K <0.01% +2 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 132 $12.4K <0.01% +2 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 128 $12K 0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 121 $11.5K 0.01% +1 13F-HR/A Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 122 $11.4K <0.01% -133 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 120 $11.2K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 125 $11K <0.01% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 116 $10.9K 0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 111 $10.4K <0.01% -101 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 111 $10.4K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 108 $10.1K <0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 105 $9.83K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 103 $9.64K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 102 $9.55K <0.01% +17 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 100 $9.36K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 100 $8.94K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 90 $8.42K <0.01% +11 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 90 $8K <0.01% -1,240 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 83 $7.77K <0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 81 $7.58K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 81 $7.58K <0.01% +54 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 79 $7.43K <0.01% +47 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 78 $7.3K <0.01% -10 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 70 $6.55K <0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 66 $6.18K <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 63 $5.9K <0.01% new 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 61 $5.71K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 58 $5.43K <0.01% +12 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 58 $5.41K <0.01% +1 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 56 $5.24K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 54 $5.05K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 50 $4.68K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 49 $4.59K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 45 $4.21K <0.01% -290 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 45 $4.21K <0.01% +2 13F-HR Timeline Sapience Investments, LLC More: the full row for Sapience Investments, LLC 43 $4.03K 0.52% -6,787 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 40 $3.74K <0.01% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 40 $3.74K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 39 $3.68K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 39 $3.65K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 36 $3.41K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 36 $3.37K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 35 $3.28K <0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 35 $3.28K <0.01% 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 34 $3.14K <0.01% +1 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 32 $3K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 32 $3K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 32 $2.95K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 31 $2.9K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 31 $2.9K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 31 $2.9K <0.01% new 13F-HR/A Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 30 $2.81K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 30 $2.81K <0.01% +2 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 30 $2.81K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 29 $2.71K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 27 $2.53K <0.01% +7 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 27 $2.53K <0.01% -37 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 24 $2.25K <0.01% +7 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 24 $2.25K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 22 $2.06K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 21 $2.04K <0.01% +5 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 21 $1.97K <0.01% +9 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 20 $1.87K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 20 $1.87K <0.01% +6 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 19 $1.78K <0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 19 $1.78K <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 19 $1.78K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 16 $1.5K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 15 $1.4K <0.01% new 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 15 $1.4K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 15 $1.4K <0.01% 0 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 15 $1.4K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 15 $1.33K <0.01% +9 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 14 $1.31K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 14 $1.31K <0.01% +2 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 14 $1.31K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 12 $1.13K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 12 $1.12K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 12 $1.12K <0.01% +2 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 12 $1.12K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 12 $1.12K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 11 $1.03K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 11 $1.03K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 11 $1.03K <0.01% 0 13F-HR/A Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 10 $936 <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 10 $936 <0.01% new 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 10 $936 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 9 $843 <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 9 $843 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 9 $842 <0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 9 $814 <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 8 $749 <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 7 $655 <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 6 $573 <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6 $564 <0.01% +4 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 6 $562 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6 $562 <0.01% +6 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 5 $472 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5 $468 <0.01% -14 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 5 $468 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 5 $468 <0.01% +1 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 5 $468 <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5 $468 <0.01% -255 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 4 $375 <0.01% -35 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 4 $374 <0.01% 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3 $280 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $187 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1 $94 <0.01% 0 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 1 $94 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $94 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 8 $0 0% 0 13F-HR Timeline Value 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% new 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.