NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,060 $280K 0.02% -29 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,053 $279K 0.01% +3 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 1,053 $279K 0.27% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,052 $278K 0.06% +90 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,046 $277K <0.01% -175 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,044 $276K <0.01% +208 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,040 $275K 0.14% +74 13F-HR/A Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,038 $275K 0.03% +163 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 1,037 $274K 0.03% +108 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,035 $274K 0.02% -123 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,026 $271K 0.13% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,023 $271K 0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,020 $270K 0.02% +387 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,017 $270K 0.02% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,018 $269K <0.01% +591 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,014 $268K 0.02% -19 13F-HR Timeline Group POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,011 $267K 0.28% new 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 1,000 $266K 0.1% 0 13F-HR/A Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,004 $266K 0.07% new 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 1,000 $265K 0.13% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 999 $264K 0.01% -97 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 982 $260K 0.04% -10 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 981 $260K 0.02% -2 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 976 $258K <0.01% -35 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 975 $258K 0.01% -57 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 974 $258K 0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 967 $256K 0.02% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 958 $253K <0.01% +99 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 956 $253K 0.02% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 935 $247K 0.16% +116 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 949 $245K 0.07% new 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 927 $245K <0.01% new 13F-HR Timeline Group DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 926 $245K 0.01% new 13F-HR Timeline DEERFIELD MANAGEMENT COMPANY, L.P. in group DEERFIELD MANAGEMENT COMPANY,… More: the full row for DEERFIELD MANAGEMENT COMPANY, L.P. 917 $243K <0.01% 0 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 902 $239K 0.02% new 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 900 $238K 0.01% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 897 $237K 0.02% new 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 891 $236K 0.06% -22 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 923 $234K 0.19% 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 885 $234K 0.03% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 878 $232K <0.01% -75 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 869 $230K <0.01% new 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 869 $230K 0.03% -8 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 866 $230K <0.01% -744 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 865 $229K 0.09% +50 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 862 $228K <0.01% -6 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 858 $227K 0.07% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 857 $227K 0.03% +27 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 850 $225K 0.03% +78 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 849 $225K 0.09% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 841 $223K 0.1% new 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 835 $221K 0.04% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 835 $221K 0.02% -274 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 833 $220K <0.01% -146 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 829 $219K 0.12% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 825 $218K <0.01% +5 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 818 $216K 0.02% -67 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 815 $216K 0.03% +17 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 812 $215K 0.03% +527 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 810 $214K 0.01% new 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 808 $214K 0.11% -80 13F-HR Timeline CX Institutional More: the full row for CX Institutional 805 $213K 0.01% new 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 802 $212K 0.18% +2 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 799 $212K 0.01% -181 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 800 $212K 0.06% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 800 $212K 0.06% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 798 $211K 0.02% -2 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 796 $211K 0.01% -58 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 794 $210K 0.02% new 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 717 $208K 0.02% -907 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 787 $208K 0.01% -10 13F-HR Timeline Group KG Capital Management More: the full row for KG Capital Management 785 $208K 0.07% -48 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 779 $206K <0.01% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 776 $205K 0.01% -139 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 776 $205K 0.05% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 775 $205K 0.02% -2,290 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 773 $205K <0.01% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 773 $205K 0.01% new 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 756 $200K 0.06% -37 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 733 $194K 0.01% +254 13F-HR Timeline Group Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 700 $185K 0.09% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 700 $185K 0.08% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 700 $185K 0.04% +90 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 676 $179K 0.06% 0 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 675 $179K <0.01% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 644 $169K <0.01% -1,703 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 621 $164K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 616 $163K 0.01% +7 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 610 $161K 0.02% +10 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 600 $159K 0.12% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 594 $157K <0.01% +13 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 586 $154K <0.01% -282 13F-HR Timeline Group Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 565 $149K 0.04% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 556 $149K <0.01% +192 13F-HR Timeline Canoe Financial LP More: the full row for Canoe Financial LP 562 $149K <0.01% +319 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 549 $145K <0.01% -44 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 544 $144K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 533 $141K 0.09% -153 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 486 $129K 0.03% -21 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 467 $124K 0.05% +391 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 462 $122K 0.06% +63 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 453 $120K 0.02% +66 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 442 $117K 0.02% -16 13F-HR Timeline MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 438 $116K <0.01% +149 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 433 $115K <0.01% -364 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 414 $110K 0.01% +17 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 408 $108K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 400 $106K 0.02% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 385 $102K 0.09% -10 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 384 $102K <0.01% +64 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 373 $98.7K <0.01% +186 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 373 $98.7K 0.03% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 360 $95.3K 0.02% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 374 $95K 0.06% -112 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 360 $95K 0.06% -26,900 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 339 $89.8K <0.01% +31 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 333 $88.1K <0.01% -18 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 327 $87K 0.01% +298 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 323 $85.5K <0.01% +135 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 321 $84.9K <0.01% +1 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 300 $79.4K 0.04% +100 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 292 $77.5K 0.05% +7 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 285 $75.4K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 285 $75.4K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 279 $73.8K 0.03% +5 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 273 $72.2K 0.02% -479 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 278 $68.1K <0.01% +143 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 250 $66.2K 0.03% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 242 $64K 0.02% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 205 $54.2K <0.01% -114 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 200 $52.9K <0.01% -29 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 195 $51.6K <0.01% -11 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 182 $48K 0.01% -26 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 175 $46.3K <0.01% -61 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 175 $46K <0.01% -36 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 173 $45K 0.01% +24 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 165 $43.5K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 155 $41K 0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 153 $40.5K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 150 $39.7K 0.03% +19 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 150 $39.7K 0.02% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 150 $39K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 140 $37K <0.01% -145 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 138 $36.5K <0.01% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 138 $36.5K 0.01% +34 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 137 $36.3K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 134 $35.5K 0.01% +3 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 134 $35.5K <0.01% +66 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 134 $35K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 132 $34.9K <0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 128 $33.9K 0.03% new 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 119 $31.6K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 118 $31.2K <0.01% +33 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 117 $31K 0.01% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 110 $29.1K 0.02% +12 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 105 $27.8K 0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 103 $27.3K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 102 $27K 0.01% +36 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 97 $26K <0.01% +3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 91 $24K <0.01% +15 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 90 $23.8K 0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 83 $22K 0.02% -35 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 82 $21.7K 0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 78 $20.6K <0.01% +42 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 75 $19.8K <0.01% 0 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 75 $19.8K <0.01% +2 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 72 $19.1K <0.01% +3 13F-HR/A Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 72 $19.1K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 71 $18.2K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 71 $18K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 63 $16.7K <0.01% +45 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 61 $16.2K <0.01% -427 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 58 $15.3K <0.01% -13 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 54 $14.3K <0.01% +2 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 51 $13.6K <0.01% -21 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 50 $13.2K <0.01% 0 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 50 $13.2K <0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 50 $13.2K 0.01% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 52 $13K 0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $12.7K 0.09% -49 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 47 $12.4K <0.01% +43 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 47 $12.4K 0.07% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 45 $11.9K <0.01% -271 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 45 $11.9K 0.01% -80 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 45 $11.9K 0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 44 $11.6K <0.01% -22 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 43 $11.4K <0.01% -5 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 43 $11.4K <0.01% +3 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 42 $11.1K <0.01% -19 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 41 $10.8K <0.01% new 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 35 $9.26K <0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 34 $9K <0.01% new 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 32 $8.47K 0.01% -7 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 30 $7.94K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 30 $7.94K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 29 $7.67K <0.01% +25 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 28 $7.43K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 27 $7.14K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 26 $6.88K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 26 $6.88K <0.01% new 13F-HR Timeline