Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 6,233 $259K 0.08% +680 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 6,181 $257K 0.12% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,170 $257K 0.01% +773 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,131 $255K 0.01% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 6,111 $254K 0.06% -975 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 6,000 $250K 0.03% new 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 6,000 $250K 0.05% new 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 6,000 $250K 0.01% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,952 $248K 0.03% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,989 $244K 0.02% new 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 5,872 $244K 0.01% -42,100 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,854 $244K 0.01% -634 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,851 $244K 0.01% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,743 $239K 0.03% -213 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 5,740 $239K <0.01% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,788 $237K 0.03% new 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 5,656 $235K 0.01% -389 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,599 $233K 0.01% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 5,558 $231K 0.04% +516 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 5,503 $229K 0.07% new 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 5,394 $224K 0.05% new 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,308 $221K 0.02% new 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 5,298 $221K 0.23% -399 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 5,244 $218K 0.07% new 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 5,200 $216K <0.01% new 13F-HR Timeline Group Straight Path Wealth Management More: the full row for Straight Path Wealth Management 5,200 $216K 0.09% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,180 $216K 0.01% -1,514 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,157 $215K 0.02% new 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 5,149 $214K 0.25% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,124 $213K <0.01% new 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 5,100 $212K 0.1% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,030 $209K 0.03% new 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 5,000 $208K 0.08% new 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 4,978 $207K 0.04% new 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 4,934 $205K 0.07% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,901 $204K <0.01% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,840 $201K <0.01% new 13F-HR Timeline Group TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 4,820 $201K 0.1% new 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 4,649 $193K 0.01% -122 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,590 $191K 0.02% +4,538 13F-HR Timeline Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 4,522 $188K <0.01% -149 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 4,093 $170K <0.01% +2,441 13F-HR Timeline Group ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 4,000 $166K 0.01% -220,584 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 3,993 $166K <0.01% +171 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,933 $164K <0.01% -348 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,767 $163K <0.01% +262 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 3,843 $160K 0.02% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,800 $158K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,798 $158K <0.01% +609 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,753 $156K 0.08% new 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 3,600 $150K 0.06% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,518 $146K <0.01% +859 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,301 $137K <0.01% +291 13F-HR/A Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3,234 $135K 0.05% -79 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 3,208 $134K 0.06% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 3,100 $130K 0.08% -1,780 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 3,000 $125K 0.02% new 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 3,000 $125K 0.08% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,872 $120K 0.01% +818 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 2,788 $116K 0.11% +116 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,704 $113K <0.01% -552 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,535 $106K 0.01% +448 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,515 $105K 0.01% +1,108 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 2,511 $104K 0.07% -11,064 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,303 $95.9K 0.01% +2,253 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,200 $91.6K 0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,029 $85K 0.02% +1,992 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,037 $85K <0.01% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 2,031 $85K <0.01% -1,766 13F-HR Timeline Group LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 2,019 $84K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,998 $83.2K <0.01% +444 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,829 $76.1K <0.01% +1,186 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,806 $75.2K <0.01% +166 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,800 $74.9K 0.02% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 1,690 $70.3K 0.02% +1,668 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,636 $68.1K 0.02% -788 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,401 $67.5K <0.01% +266 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,557 $64K 0.01% +1,556 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,524 $63.4K <0.01% +606 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,500 $62.9K 0.01% +500 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,456 $60.6K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,455 $60.6K <0.01% +605 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,311 $54.6K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,300 $54.1K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,176 $48.9K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,146 $47K 0.03% 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 1,115 $46.4K 0.03% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,081 $45K 0.01% +45 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,074 $44.7K <0.01% +455 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,032 $43K 0.01% -1,690 13F-HR/A Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,000 $41.6K <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 970 $40.4K 0.01% +470 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 915 $38.1K <0.01% -385 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 914 $38K 0.04% +746 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 900 $37.5K -406 Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 854 $35.5K <0.01% +498 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 800 $33.3K 0.02% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 800 $33.3K 0.01% -500 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 782 $32.5K <0.01% -55 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 736 $30K 0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 709 $29.5K 0.01% +704 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 598 $29.2K 0.02% +508 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 662 $27K 0.02% +657 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 636 $26K <0.01% +218 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 621 $25.8K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 590 $24.6K <0.01% +21 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 576 $24K <0.01% +428 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 550 $22.9K 0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 538 $22.7K <0.01% +90 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 537 $22K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 525 $21.9K <0.01% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 517 $21.5K <0.01% -36 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 500 $20.8K <0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 500 $20.8K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 500 $20.8K 0.07% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 483 $20.1K <0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 473 $20K <0.01% +90 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 477 $19.9K <0.01% new 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 474 $19.7K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 471 $19.6K <0.01% -529 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 467 $19.4K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 436 $18.1K <0.01% +92 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 434 $18.1K 0.02% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 418 $17.4K <0.01% +207 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 411 $17.1K <0.01% +326 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 406 $16.9K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 363 $15.1K <0.01% +14 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 363 $15.1K <0.01% new 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 350 $14.6K <0.01% +150 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 348 $14.5K <0.01% +273 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 345 $14.4K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 341 $14K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 310 $12.9K <0.01% +143 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 304 $12.7K <0.01% +116 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 300 $12.5K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 293 $12.2K <0.01% -15 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 285 $11.9K <0.01% +225 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 275 $11.4K <0.01% +75 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 272 $11.3K 0.01% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 265 $11K 0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 251 $10.4K <0.01% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 250 $10.4K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 250 $10.4K <0.01% -8,500 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 241 $10K 0.05% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 237 $9.86K <0.01% new 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 235 $9.78K 0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 227 $9.45K <0.01% +58 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 221 $9.2K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 216 $9.11K 0.01% +48 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 218 $9.07K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 218 $9.07K <0.01% +154 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 211 $8.78K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 209 $8.7K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 185 $7.7K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 178 $7.41K <0.01% 0 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 152 $6.33K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 140 $6.25K <0.01% +99 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 142 $5.91K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 122 $5.08K <0.01% +79 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 142 $5K <0.01% +41 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 123 $5K <0.01% +83 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 116 $4.83K <0.01% -96 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 114 $4.75K <0.01% +11 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 113 $4.7K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 113 $4.7K <0.01% +11 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 112 $4.65K <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 109 $4.54K <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 108 $4.5K <0.01% +77 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 100 $4.16K <0.01% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 100 $4.16K <0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 100 $4.16K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 93 $4K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 80 $3.37K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 61 $2.54K <0.01% +11 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 50 $2.08K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 50 $2.08K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 71 $2K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 42 $1.75K <0.01% new 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 41 $1.71K <0.01% +33 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 40 $1.67K <0.01% +30 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 38 $1.58K <0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 37 $1.56K <0.01% -1,248 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 36 $1.5K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 35 $1.48K <0.01% +20 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 35 $1.46K <0.01% new 13F-HR Timeline Group Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 35 $1.46K <0.01% new 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 35 $1.46K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 32 $1.33K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 30 $1.25K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 29 $1.21K <0.01% -26 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 26 $1.08K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 15 $1K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 24 $999 <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 24 $999 <0.01% -5 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 23 $957 <0.01% 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 20 $832 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 18 $750 <0.01% 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 18 $749 <0.01% +2 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 17 $708 <0.01% -258 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 17 $708 <0.01% 0 13F-HR Timeline Group