PUZO MICHAEL J More: the full row for PUZO MICHAEL J 400 $271K 0.07% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 400 $271K 0.01% 0 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 400 $271K 0.19% 0 13F-HR Timeline ADAR1 Capital Management, LLC in group ADAR1 Capital Management, LLC More: the full row for ADAR1 Capital Management, LLC 400 $271K 0.02% new 13F-HR/A Timeline Group Westmount Partners, LLC More: the full row for Westmount Partners, LLC 400 $271K 0.07% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 400 $271K 0.1% -6,587 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 399 $270K 0.04% +25 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 396 $268K 0.01% -10 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 395 $267K 0.02% -10 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 389 $265K <0.01% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 392 $265K 0.06% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 388 $262K 0.02% +25 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 387 $262K 0.01% -11 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 386 $261K 0.03% -183 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 386 $261K 0.06% +5 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 382 $258K 0.01% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 377 $255K 0.01% +19 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 375 $254K <0.01% -186 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 375 $254K 0.03% 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 374 $253K 0.01% new 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 374 $253K 0.25% 13F-HR Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 374 $253K -484 Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 373 $253K <0.01% -12,730 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 371 $251K <0.01% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 370 $250K 0.02% new 13F-HR/A Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 370 $250K 0.06% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 369 $250K 0.02% +26 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 369 $250K 0.22% 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 368 $249K 0.01% 0 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 366 $248K 0.05% new 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 366 $248K 0.04% +1 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 364 $246K 0.06% 0 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 363 $246K 0.06% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 362 $245K 0.02% 0 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 358 $244K <0.01% new 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 360 $244K 0.01% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 359 $243K 0.03% -11 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 358 $242K 0.09% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 355 $240K 0.08% -106 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 350 $237K <0.01% new 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 350 $237K 0.01% 0 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 350 $237K 0.03% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 350 $237K <0.01% new 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 330 $236K 0.02% -10 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 348 $235K 0.02% -10 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 347 $235K 0.02% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 343 $232K 0.01% new 13F-HR Timeline JGP Global Gestao de Recursos Ltda. More: the full row for JGP Global Gestao de Recursos Ltda. 342 $231K 0.14% -35 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 341 $231K <0.01% +3 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 341 $231K 0.08% 0 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 341 $231K 0.02% -8,189 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 340 $230K 0.01% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 338 $229K 0.01% -138 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 320 $228K 0.05% 0 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 333 $225K 0.21% 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 331 $224K 0.1% +66 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 331 $224K 0.01% -34 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 330 $223K 0.12% -50 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 329 $223K 0.01% +1 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 329 $223K 0.05% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 325 $222K <0.01% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 327 $221K 0.02% -20 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 327 $221K 0.02% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 325 $220K 0.04% +9 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 324 $219K 0.01% new 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 324 $219K 0.09% -63 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 320 $216K 0.01% new 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 320 $216K 0.14% -45 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 319 $216K 0.07% -909 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 318 $215K 0.01% -11 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 317 $214K <0.01% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 317 $214K 0.01% new 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 315 $213K 0.02% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 314 $213K 0.01% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 314 $212K 0.03% -188 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 313 $212K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 313 $212K 0.07% -183 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 312 $211K 0.03% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 310 $210K 0.01% new 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 310 $210K 0.07% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 309 $209K 0.04% -38 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 312 $209K 0.03% -28 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 307 $208K 0.07% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 305 $206K 0.16% 0 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 305 $206K 0.13% 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 304 $206K <0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 304 $206K 0.01% new 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 300 $205K 0.06% -50 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 302 $204K 0.13% 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 304 $204K <0.01% -242 13F-HR Timeline Group 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 301 $204K 0.05% new 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 300 $203K 0.13% new 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 300 $203K 0.03% new 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 300 $203K 0.02% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 300 $203K 0.03% -105 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 300 $203K 0.04% new 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 300 $203K 0.21% new 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 300 $202K 0.02% new 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 300 $201K 0.08% 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 297 $201K 0.02% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 296 $200K 0.07% -80 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 290 $196K <0.01% -76 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 273 $185K 0.01% +15 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 265 $180K 0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 263 $178K <0.01% -112 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 255 $173K 0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 250 $169K 0.07% +8 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 247 $167K 0.01% +6 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 246 $166K <0.01% -22 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 246 $166K 0.09% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 243 $164K 0.01% +7 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 241 $163K 0.03% +214 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 239 $162K 0.14% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 238 $161K 0.02% +2 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 234 $158K 0.09% +11 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 229 $155K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 228 $154K <0.01% -2,025 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 228 $154K 0.02% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 227 $154K <0.01% -12 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 211 $143K 0.14% +22 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 211 $143K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 208 $141K -3 Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 206 $139K <0.01% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 217 $139K 0.05% +157 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 205 $139K 0.01% 0 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 200 $138K 0.01% 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 203 $137K 0.05% -35 13F-HR/A Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 200 $135K 0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 200 $135K 0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 199 $135K 0.05% +7 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 199 $135K 0.1% -339 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 197 $133K 0.01% -12 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 193 $131K 0.09% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 190 $129K 0.01% +8 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 183 $124K 0.07% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 179 $121K <0.01% -253 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 160 $108K 0.01% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 155 $105K <0.01% -19 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 152 $103K <0.01% -4 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 150 $101K 0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 141 $95.4K 0.01% +121 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 141 $95.4K 0.06% +81 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 136 $92K <0.01% +16 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 136 $92K <0.01% +11 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 131 $88.6K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 131 $88.6K 0.01% +2 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 125 $84.6K 0.04% 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 124 $83.9K <0.01% -32 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 123 $83.2K 0.01% +70 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 121 $81.9K 0.08% 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 120 $81.2K 0.02% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 113 $76.4K 0.01% +8 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 112 $75.8K 0.01% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 110 $74.4K 0.01% -81 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 109 $73.7K 0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 106 $72.9K 0.01% +27 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 105 $71.3K <0.01% -40 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 100 $67.7K 0.04% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 100 $67.7K 0.01% 0 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 100 $67.7K 0.07% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 98 $67K 0.04% -65 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 98 $66.3K 0.01% +14 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 95 $64.3K 0.05% +3 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 94 $63.6K 0.03% -101 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 93 $62.9K 0.01% -130 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 91 $61.6K 0 Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 90 $60.9K 0.02% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 92 $59K 0.04% -2 13F-HR Timeline Quarry LP More: the full row for Quarry LP 86 $58.2K 0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 85 $57.5K 0.04% -1 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 84 $56K 0.02% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 80 $54.1K 0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 78 $52.8K 0.01% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 78 $52.8K 0.04% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 77 $52.1K 0.01% +1 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 76 $51.4K <0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 76 $51K <0.01% -17 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 76 $50.9K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 72 $48.7K <0.01% -584 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 71 $48K 0.02% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 68 $46K <0.01% +2 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 67 $45.3K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 67 $45.3K 0.01% -16 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 63 $42.6K 0.02% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 63 $42.6K 0.04% -25 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 62 $41.9K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 62 $41.9K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 62 $41.9K 0.01% -1 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 61 $41.3K <0.01% +12 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 61 $41.3K <0.01% +1 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 56 $37.9K 0.01% +12 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 56 $37.9K 0.02% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 55 $37.2K 0.01% 0 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 54 $36.5K 0.02% +47 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 54 $36.5K <0.01% -9 13F-HR Timeline Group Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 54 $36.5K 0.05% +20 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 51 $34.8K <0.01% -4 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 50 $33.8K <0.01% 0 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 50 $33.8K 0.02% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 50 $33.8K 0.01% 0 13F-HR Timeline