Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,036 $253K 0.05% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,033 $252K 0.02% -100 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,026 $251K <0.01% -20 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,023 $250K 0.01% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,023 $250K 0.01% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,017 $249K 0.01% 0 13F-HR/A Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,017 $249K 0.01% -459 13F-HR Timeline VAN LANSCHOT KEMPEN INVESTMENT MANAGEME… More: the full row for VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 1,013 $248K <0.01% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 1,005 $246K 0.01% +209 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,005 $246K 0.03% new 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 1,004 $245K 0.19% new 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 1,000 $245K 0.08% 0 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 1,000 $244K 0.22% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 992 $243K 0.01% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 989 $242K 0.01% +8 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 988 $242K 0.22% -23 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,037 $241K 0.02% -130 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 982 $240K 0.03% 0 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 970 $237K 0.03% -221 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 967 $236K 0.02% 0 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 965 $236K 0.11% +100 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 949 $235K 0.07% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 955 $234K 0.01% +89 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 954 $233K 0.01% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 953 $233K <0.01% +91 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 950 $232K 0.01% -25 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 940 $230K 0.1% -86 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 930 $227K 0.01% -6,922 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 930 $227K 0.02% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 925 $226K <0.01% -688 13F-HR Timeline DEERFIELD MANAGEMENT COMPANY, L.P. in group DEERFIELD MANAGEMENT COMPANY,… More: the full row for DEERFIELD MANAGEMENT COMPANY, L.P. 917 $224K <0.01% 0 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 916 $224K 0.02% -414 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 912 $223K 0.03% +27 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 910 $222K <0.01% -17 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 906 $222K <0.01% +81 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 904 $221K 0.01% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 901 $220K <0.01% +32 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 900 $220K 0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 892 $218K 0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 890 $218K <0.01% -86 13F-HR Timeline Group MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 887 $217K 0.07% +38 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 884 $216K 0.01% -225 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 883 $216K 0.05% -8 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 883 $216K 0.02% -299 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 875 $214K 0.12% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 868 $212K 0.01% new 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 794 $210K 0.02% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 850 $208K 0.01% -149 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 840 $205K <0.01% +7 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 832 $203K 0.04% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 821 $201K 0.01% -587 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 820 $200K 0.03% +5 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 799 $195K 0.01% +250 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 791 $193K 0.03% -66 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 700 $171K 0.08% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 688 $168K 0.01% -117 13F-HR/A Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 675 $165K <0.01% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 666 $163K 0.14% 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 662 $161K <0.01% +76 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 643 $157K <0.01% +259 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 609 $155K 0.01% -7 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 621 $152K 0.02% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 612 $150K 0.02% +159 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 600 $147K 0.01% -1,000 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 600 $147K 0.1% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 590 $144K <0.01% +217 13F-HR/A Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 588 $144K <0.01% -6 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 588 $144K <0.01% +249 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 571 $140K <0.01% -447 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 564 $138K 0.01% +150 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 559 $137K 0.01% -51 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 541 $132K <0.01% +444 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 503 $123K <0.01% +298 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 500 $122K 0.05% +140 13F-HR Timeline Quarry LP More: the full row for Quarry LP 467 $114K 0.03% -309 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 462 $113K 0.05% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 454 $111K 0.07% -79 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 447 $109K <0.01% +124 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 411 $100K 0.04% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 404 $98.8K <0.01% -29 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 400 $97.8K 0.02% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 394 $96.3K <0.01% 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 365 $89.6K 0.07% -20 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 374 $89K 0.05% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 361 $88.2K <0.01% +28 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 360 $88K 0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 358 $87.5K 0.05% new 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 355 $86.8K <0.01% -36,644 13F-HR/A Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 342 $83.6K 0.01% -100 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 336 $82.1K <0.01% -1,268 13F-HR/A Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 390 $81.2K <0.01% +112 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 323 $79K 0.06% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 321 $78.3K 0.01% -6 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 285 $69.7K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 285 $69.7K <0.01% 0 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 258 $63K 0.01% -307 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 250 $61.1K 0.03% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 250 $61.1K 0.06% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 245 $59.9K <0.01% -76 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 242 $59.2K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 155 $58.7K <0.01% +37 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 220 $53.8K <0.01% -578 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 219 $53.5K 0.01% +85 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 211 $51.6K <0.01% +73 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 209 $51.2K <0.01% -4,789 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 200 $48.9K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 195 $47.7K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 192 $46.9K <0.01% -1,933 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 184 $45K <0.01% 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 175 $43K <0.01% 0 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 174 $42.5K -7,618 Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 165 $40.3K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 165 $40K <0.01% -17 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 159 $38.7K <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 155 $37.9K 0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 153 $37.4K <0.01% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 150 $36K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 140 $34.2K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 141 $34K <0.01% -32 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 138 $34K <0.01% +47 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 137 $33.5K <0.01% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 134 $33K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 132 $32.3K <0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 130 $31.8K <0.01% new 13F-HR/A Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 124 $30.3K 0.02% -26 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 120 $29.4K 0.02% -172 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 119 $29.2K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 117 $28.7K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 117 $28.6K 0.01% -350 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 110 $27K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 105 $25.7K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 101 $24.7K 0.01% -37 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 100 $24.4K 0.01% -2 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 90 $22K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 86 $21K 0.01% +4 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 83 $20.3K 0.02% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 81 $19.8K 0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 81 $19K 0.01% +10 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 77 $18.8K <0.01% +58 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 76 $18.6K <0.01% +1 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 76 $18.6K <0.01% +1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 71 $17.4K <0.01% +8 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 70 $17.1K <0.01% -8 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 69 $16.9K <0.01% -3 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 69 $16.9K <0.01% -65 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 67 $16.4K <0.01% +9 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 65 $15.9K 0.01% 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 61 $15K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 57 $13.9K <0.01% -7,866 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 51 $12.5K <0.01% +7 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 50 $12.2K <0.01% 0 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 50 $12.2K <0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 50 $12.2K 0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 49 $12K <0.01% -23 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 45 $11K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 42 $10.6K <0.01% -444 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 43 $10.5K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 41 $10K <0.01% -2 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 39 $9.54K <0.01% -6 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 36 $8.81K <0.01% -6 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 34 $8.31K <0.01% 0 13F-HR Timeline Group Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 33 $8.06K <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 30 $7.6K <0.01% +2 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 30 $7.33K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 30 $7.33K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 28 $6.84K 0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 26 $6.38K <0.01% -17 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 26 $6.36K <0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 26 $6.36K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 25 $6.11K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 25 $6.11K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 25 $6.11K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 24 $5.86K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 22 $5.38K <0.01% -7 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 21 $5.13K <0.01% -26 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 21 $5.13K <0.01% +9 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 22 $5K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 22 $5K <0.01% +11 13F-HR/A Timeline Archer Investment Corp More: the full row for Archer Investment Corp 20 $4.89K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 20 $4.89K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 20 $4.89K <0.01% -12 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 19 $4.66K <0.01% 0 13F-HR/A Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 19 $4.65K <0.01% -8 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 19 $4.64K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 19 $4.64K <0.01% -151 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 18 $4.4K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 18 $4.4K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 17 $4.16K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 15 $4.12K <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 15 $3.67K <0.01% -56 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 14 $3.59K <0.01% +6 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 14 $3.42K <0.01% -27 13F-HR Timeline Group S&T Bank/PA More: the full row for S&T Bank/PA 14 $3.42K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 14 $3.42K <0.01% +6 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 13 $3.31K <0.01% -6 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 12 $2.93K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 11 $2.69K <0.01% +1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 11 $2.69K <0.01% -3 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 10 $2.45K <0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 10 $2.44K <0.01% 0 13F-HR Timeline