Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,549 $201K 0.16% +319 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,484 $193K 0.01% +283 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,430 $186K 0.03% +400 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,389 $180K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,368 $177K 0.02% +1,367 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 1,363 $177K 0.13% 0 13F-HR/A Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,339 $174K 0.03% +313 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,312 $170K 0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,398 $162K 0.11% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,243 $161K 0.07% -153 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 1,200 $158K 0.07% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,212 $157K 0.01% -2,793 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,197 $155K <0.01% +216 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,194 $155K 0.01% +123 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,185 $154K 0.02% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,145 $149K 0.01% +1,105 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,114 $145K <0.01% +102 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 1,107 $144K 0.14% +323 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,100 $143K 0.04% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,053 $137K 0.05% +80 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 1,048 $136K <0.01% 0 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 1,035 $134K 0.07% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,033 $134K 0.07% +361 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,016 $132K 0.05% +116 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,002 $130K 0.01% -3 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,000 $130K 0.03% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 991 $129K 0.08% +20 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 985 $128K 0.02% +17 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 970 $126K 0.01% +800 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 941 $122K 0.01% +109 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 939 $122K 0.01% +374 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 938 $122K 0.01% 0 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 900 $117K 0.06% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 845 $110K 0.01% +235 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 830 $108K <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 826 $107K <0.01% +324 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 818 $106K 0.02% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 800 $104K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 800 $104K 0.07% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 742 $96.3K 0.06% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 736 $95.5K 0.01% +197 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 717 $93K 0.05% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 714 $92.7K 0.01% +601 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 700 $90.8K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 673 $87.3K 0.01% +266 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 640 $83.1K <0.01% -107 13F-HR Timeline Group AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 626 $81.2K 0.05% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 622 $80.7K 0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 605 $78.5K 0.01% +82 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 599 $78K 0.07% -678 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 600 $77.8K 0.01% +400 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 560 $72.6K 0.02% 0 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 537 $69.7K 0.05% new 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 526 $68.9K 0.02% +126 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 527 $68.4K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 502 $65.1K 0.06% +138 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 484 $62.8K <0.01% +20 13F-HR Timeline Group CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 473 $61.4K 0.01% +80 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 462 $59.9K 0.01% +200 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 456 $59.1K 0.01% +62 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 440 $57.1K <0.01% -315 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 429 $56K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 430 $55.8K 0.02% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 417 $54.2K <0.01% +4 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 403 $52K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 396 $51K <0.01% +209 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 390 $50.6K 0.02% -80 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 385 $49.9K 0.05% -402 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. 368 $48K <0.01% -12,609 13F-HR Timeline Group Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 363 $47K 0.03% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 358 $46.4K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 357 $46.3K 0.02% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 346 $44.9K 0.01% -210 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 333 $43.2K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 333 $43.2K 0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 318 $41.3K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 318 $41.3K <0.01% +64 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 317 $41.1K 0.01% +300 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 314 $40.7K 0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 309 $40K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 301 $39K 0.01% +41 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 292 $37K 0.02% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 282 $36.6K <0.01% -181 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 281 $36.5K <0.01% 0 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 279 $36.2K 0.02% +140 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 270 $35K 0.02% +66 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 264 $34.3K <0.01% +141 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 258 $33.7K 0.02% +133 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 255 $33K 0.01% +81 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 255 $33K 0.02% +15 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 243 $31.5K 0.02% 0 13F-HR Timeline Pinpoint Asset Management Ltd More: the full row for Pinpoint Asset Management Ltd 237 $30.7K 0.01% +71 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 233 $30.2K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 230 $30K <0.01% 0 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 226 $29.3K 0.03% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 220 $28.5K 0.01% -16 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 217 $28.2K <0.01% +180 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 213 $27.6K <0.01% +53 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 207 $26.9K 0.01% +47 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 202 $26.2K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 200 $25.9K 0.02% 0 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 200 $25.9K 0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 191 $24.8K <0.01% 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 188 $24.4K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 182 $23.6K 0.01% +104 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 177 $23K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 174 $22.6K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 168 $21.8K 0.02% 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 167 $21.7K <0.01% +49 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 166 $21.5K <0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 166 $21.5K 0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 165 $21.4K <0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 160 $20.8K <0.01% -5 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 159 $20.6K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 159 $20K 0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 154 $20K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 153 $19.9K <0.01% 0 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 152 $19.7K 0.1% new 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 133 $18.4K 0.01% 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 142 $18.4K 0.02% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 141 $18.3K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 139 $18K <0.01% 0 13F-HR/A Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 136 $17.6K 0.02% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 133 $17.3K 0.02% 0 13F-HR/A Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 129 $16.7K 0.02% +54 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 127 $16.5K <0.01% new 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 122 $15.8K 0.01% +19 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 121 $15.7K 0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 115 $14.9K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 112 $14.5K <0.01% -106 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 125 $13.7K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 105 $13.6K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 105 $13.6K <0.01% -22 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 117 $13.5K 0.01% +13 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 101 $13.1K <0.01% +4 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 96 $13K 0.01% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 99 $13K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 100 $13K <0.01% +78 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 100 $13K 0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 95 $12.3K <0.01% -1 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 99 $12K <0.01% +62 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 92 $11.9K 0.01% -308 13F-HR Timeline Group Atala Financial Inc More: the full row for Atala Financial Inc 92 $11.9K 0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 85 $11.6K 0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 85 $11K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 84 $10.9K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 80 $10.4K <0.01% -12 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 78 $10.1K <0.01% +77 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 10,071 $10.1K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 76 $9.86K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 73 $9.52K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 73 $9.47K 0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 71 $9.21K 0.01% +21 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 70 $9.08K <0.01% +19 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 70 $9.08K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 70 $9.08K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 70 $9.08K <0.01% +37 13F-HR/A Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 69 $8.95K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 67 $8.69K <0.01% +33 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 66 $8.56K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 74 $8K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 61 $7.91K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 61 $7.91K 0.01% +15 13F-HR/A Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 60 $7.81K <0.01% +8 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 60 $7.78K <0.01% +45 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 54 $7.01K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 51 $7K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 52 $6.75K <0.01% +22 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 52 $6.75K <0.01% -3 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 50 $6.49K <0.01% 0 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 49 $6.36K <0.01% +22 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 48 $6.23K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 44 $5.71K <0.01% +29 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 43 $5.58K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 42 $5.46K <0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 40 $5.19K <0.01% 0 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 40 $5.19K <0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 38 $4.93K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 37 $4.8K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 37 $4.8K <0.01% +27 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 36 $4.67K <0.01% +7 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 35 $4.58K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 35 $4.56K <0.01% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 35 $4.54K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 34 $4.41K <0.01% -39 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 33 $4.35K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 33 $4.28K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 33 $4.28K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 33 $4.28K <0.01% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 32 $4.15K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 31 $4.08K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 31 $4.02K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 36 $4K <0.01% -7,755 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 30 $3.89K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 30 $3.89K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 30 $3.89K <0.01% -9 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 26 $3.38K <0.01% -7 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 23 $2.92K <0.01% -16 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 21 $2.75K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 18 $2.33K <0.01% new 13F-HR Timeline