Clifford Group, LLC More: the full row for Clifford Group, LLC 940 $270K 0.21% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 939 $270K 0.02% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 939 $270K 0.02% +10 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 938 $269K 0.01% -9,711 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 937 $269K 0.01% -470 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 925 $266K 0.05% -1 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 921 $264K 0.02% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 920 $264K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 913 $262K 0.01% +2 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 910 $261K 0.02% -3 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 908 $261K 0.18% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 907 $261K 0.04% new 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 903 $259K <0.01% new 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 900 $259K 0.02% +175 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 893 $257K 0.05% +3 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 890 $256K <0.01% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 889 $255K 0.01% +27 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 865 $248K 0.09% -320 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 863 $248K 0.01% -1 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 862 $248K 0.06% 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 861 $247K 0.03% -10 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 857 $246K 0.01% -440 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 818 $244K 0.03% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 843 $242K 0.07% 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 840 $241K 0.01% -209 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 839 $241K 0.04% +3 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 839 $241K 0.19% -16 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 835 $240K 0.11% new 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 823 $236K 0.15% -237 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 822 $236K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 818 $235K <0.01% +424 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 813 $234K <0.01% new 13F-HR Timeline Group Stone Wealth Partners More: the full row for Stone Wealth Partners 809 $232K 0.21% 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 765 $230K 0.02% new 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 796 $229K 0.02% -3 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 790 $227K 0.02% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 789 $227K 0.01% +13 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 772 $226K 0.03% -213 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 785 $225K 0.03% -217 13F-HR Timeline 111 Capital More: the full row for 111 Capital 779 $224K 0.05% -1,079 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 776 $223K 0.01% -167 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 776 $223K 0.07% new 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 775 $223K 0.13% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 774 $222K <0.01% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 774 $222K 0.01% -73 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 769 $221K 0.03% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 768 $221K 0.01% new 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 765 $220K 0.06% new 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 765 $220K 0.18% -11 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 762 $219K 0.08% new 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 761 $219K 0.15% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 760 $218K 0.12% 0 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 748 $217K 0.01% +257 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 755 $217K 0.04% -34 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 755 $217K 0.01% -125 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 750 $216K 0.02% new 13F-HR/A Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 750 $215K 0.04% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 750 $215K 0.07% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 747 $215K 0.01% new 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 746 $214K 0.01% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 745 $214K 0.08% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 744 $214K <0.01% new 13F-HR Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 741 $213K 0.04% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 740 $213K 0.02% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 739 $212K 0.01% -65 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 738 $212K 0.04% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 733 $210K <0.01% -182 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 727 $209K 0.01% new 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 724 $207K 0.09% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 720 $207K 0.01% 0 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 720 $207K 0.12% +32 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 705 $203K 0.01% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 703 $202K 0.02% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 701 $201K 0.13% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 700 $201K 0.09% new 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 700 $201K 0.13% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 699 $201K <0.01% -448 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 697 $200K 0.21% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 686 $197K 0.01% +184 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 648 $186K 0.01% 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 634 $182K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 631 $181K 0.01% -69 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 623 $179K <0.01% -22 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 583 $167K 0.12% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 574 $165K 0.11% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 557 $160K <0.01% +168 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 505 $145K <0.01% -364 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 504 $145K 0.03% +80 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 499 $143K 0.04% 0 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 490 $141K 0.15% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 487 $140K 0.02% +44 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 477 $137K 0.01% +15 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 459 $132K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 450 $129K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 439 $126K 0.01% +14 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 424 $122K 0.01% +68 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 407 $117K 0.01% +52 13F-HR Timeline Quarry LP More: the full row for Quarry LP 403 $116K 0.02% -221 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 394 $113K 0.04% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 380 $109K 0.03% +2 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 376 $108K 0.08% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 366 $107K 0.02% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 366 $105K 0.05% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 366 $105K 0.02% 0 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 326 $93.6K 0.02% 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 310 $89K 0.02% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 309 $88.8K <0.01% -11 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 287 $82.4K 0.01% +9 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 282 $81K 0.01% +25 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 280 $80.5K <0.01% -693 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 250 $71.8K 0.02% +17 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 223 $64.2K 0.01% +9 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 223 $64K 0.01% +53 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 221 $63.5K <0.01% -3 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 220 $63.2K <0.01% +29 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 216 $62K 0.02% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 213 $61.2K 0.05% -64 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 213 $61.1K 0.04% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 208 $59.7K 0.01% 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 202 $58.1K 0.02% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 199 $57.2K <0.01% +93 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 189 $54.3K 0.02% -16 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 188 $54K 0.02% +182 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 171 $49.1K <0.01% -1 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 169 $48.5K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 167 $48K 0.01% +76 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 167 $48K 0.01% 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 165 $47.4K 0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 161 $46.3K 0.01% 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 156 $44.8K 0.04% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 154 $44.2K 0.01% -102 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 150 $43.1K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 150 $43.1K <0.01% +1 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 150 $43.1K <0.01% -799 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 150 $43.1K 0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 148 $42.3K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 144 $41.4K 0.01% -3,346 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 139 $39.9K <0.01% +14 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 129 $37.1K <0.01% +3 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 126 $36.2K 0.01% +37 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 125 $35.9K <0.01% +17 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 121 $34.8K 0.02% -1 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 121 $34.8K <0.01% -65 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 120 $34.5K 0.01% -10 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 116 $33.3K <0.01% new 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 115 $33.1K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 111 $32K 0.02% -1 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 111 $31.9K <0.01% +20 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 109 $31.3K <0.01% +13 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 108 $31K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 107 $30.7K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 103 $29.6K <0.01% +27 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 101 $29K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 99 $29K <0.01% +19 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 100 $28.7K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 98 $28.2K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 96 $27.6K 0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 598 $27.6K 0.01% +476 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 95 $27.3K 0.02% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 93 $26.7K 0.01% -101 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 91 $26.1K <0.01% new 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 85 $24.4K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 83 $23.8K 0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 82 $23.6K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 82 $23.6K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 82 $23.6K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 80 $23K <0.01% 0 13F-HR/A Timeline Group Navalign, LLC More: the full row for Navalign, LLC 80 $23K 0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 78 $22.4K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 77 $22.1K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 76 $21.8K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 76 $21.8K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 76 $21.8K 0.02% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 73 $21K <0.01% +1 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 71 $20.4K <0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 70 $20.1K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 67 $19.2K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 64 $18.4K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 62 $18.4K <0.01% +12 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 63 $18.1K <0.01% +30 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 60 $18.1K <0.01% +57 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 64 $18K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 62 $17.8K <0.01% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 62 $17.8K <0.01% 13F-HR Timeline Group Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 61 $17.5K 0.01% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 60 $17.2K 0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 59 $16.9K <0.01% +1 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 59 $16.9K 0.01% 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 58 $16.7K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 55 $15.8K <0.01% +34 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 54 $15.5K 0.01% 0 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 54 $15.5K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 52 $14.9K 0.01% new 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 52 $14.9K <0.01% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 51 $14.7K 0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 51 $14.6K 0.01% +18 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 48 $14.5K <0.01% +46 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 50 $14.4K <0.01% +27 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 50 $14.4K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 50 $14.4K 0.01% 13F-HR/A Timeline