EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,541 $210K 0.01% +44 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,534 $209K <0.01% new 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 2,520 $208K 0.04% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,519 $208K 0.05% +1,085 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 2,512 $208K 0.03% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 2,500 $207K <0.01% +19 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,634 $207K <0.01% new 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 2,484 $205K 0.14% +9 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,482 $205K 0.03% -5 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,474 $204K <0.01% -225 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,467 $204K 0.02% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,459 $203K 0.01% -17 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,457 $203K 0.02% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 2,454 $203K 0.02% -208 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,454 $203K <0.01% -112 13F-HR Timeline Group Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,440 $202K 0.11% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,439 $202K 0.01% +2,334 13F-HR/A Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 2,427 $201K 0.09% -450 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,424 $200K 0.05% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,380 $197K 0.02% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,292 $189K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,962 $162K <0.01% -13 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,959 $162K <0.01% -1,089 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 1,917 $158K 0.04% -294 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,879 $155K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,758 $145K <0.01% -66 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,727 $143K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,711 $141K 0.01% -35 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,700 $140K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,668 $140K <0.01% +131 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,673 $138K <0.01% -954 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,655 $137K <0.01% +91 13F-HR Timeline Group 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 1,587 $131K 0.01% 0 13F-HR Timeline Group BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,472 $122K 0.04% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,439 $119K 0.03% -109 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,427 $118K 0.01% -75 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,417 $111K 0.01% -19 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,575 $111K <0.01% +289 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,265 $105K 0.01% +59 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,232 $102K 0.03% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,216 $100K 0.01% +625 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 1,207 $99.7K 0.01% -15 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,152 $95.2K <0.01% +101 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,144 $94.5K 0.04% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,116 $92.2K 0.05% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,108 $91.5K 0.06% +37 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,105 $91.3K 0.07% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,097 $90.6K 0.01% +13 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,092 $90.2K 0.02% +1,086 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,033 $85.3K <0.01% +5 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,018 $84K 0.05% +112 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 882 $73.7K 0.03% +441 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 873 $72.1K <0.01% -10,542 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 870 $71.9K <0.01% -253 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 804 $66.4K 0.01% 0 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 810 $66K 0.04% -359 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 802 $66K 0.02% +88 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 798 $65.9K 0.01% -82 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 776 $64.1K 0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 756 $62.5K <0.01% -594 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 748 $61.8K <0.01% -290 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 745 $61.6K 0.01% +200 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 705 $58.2K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 703 $58.1K <0.01% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 696 $57.5K <0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 692 $57.2K 0.04% +4 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 696 $57K 0.01% -498 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 671 $55.4K 0.01% +661 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 637 $52.6K <0.01% +58 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 631 $52.1K <0.01% 0 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 630 $52.1K 0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 626 $51.7K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 623 $51.5K 0.02% +352 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 605 $50K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 582 $48.1K 0.03% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 584 $48K <0.01% +301 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 556 $45.9K 0.03% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 544 $44.9K <0.01% 0 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 500 $41.3K 0.03% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 494 $40.8K <0.01% 0 13F-HR Timeline Group ANTIPODES PARTNERS Ltd More: the full row for ANTIPODES PARTNERS Ltd 486 $40.2K <0.01% +173 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 483 $39.9K <0.01% -5 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 477 $39K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 464 $38.7K 0.01% +232 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 454 $38K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 458 $37.8K <0.01% +60 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 456 $37.7K 0.01% -11 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 448 $37K <0.01% +3 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 445 $36.8K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 442 $36.5K <0.01% +19 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 441 $36.5K <0.01% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 436 $36K <0.01% new 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 435 $35.9K 0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 409 $33.8K 0.02% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 406 $33K <0.01% +14 13F-HR Timeline City State Bank More: the full row for City State Bank 397 $32.8K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 394 $32.6K 0.02% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 374 $30.9K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 343 $28.3K <0.01% +146 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 333 $27.5K <0.01% -10 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 328 $27.1K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 317 $26.2K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 314 $25.9K <0.01% +6 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 309 $25.5K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 308 $25.4K <0.01% +35 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 287 $23.7K 0.02% +26 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 286 $23.6K <0.01% new 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 280 $23.1K <0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 275 $22.7K 0.01% +5 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 266 $22K 0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 264 $21.8K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 258 $21.3K <0.01% +12 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 251 $20.7K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 237 $20K <0.01% +100 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 239 $19.7K 0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 223 $18.4K 0.01% 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 223 $18.4K <0.01% +47 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 222 $18.4K 0.01% +6 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 215 $17.8K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 200 $16.5K 0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 197 $16.3K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 186 $15.4K <0.01% -71 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 179 $14.8K 0.01% new 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 176 $14.5K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 176 $14.5K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 176 $14.5K <0.01% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 174 $14.4K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 166 $13.7K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 164 $13.6K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 164 $13.6K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 160 $13.4K <0.01% +116 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 162 $13.4K <0.01% -1 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 162 $13.4K <0.01% -42 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 156 $12.9K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 155 $12.8K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 144 $12K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 142 $11.7K <0.01% -93 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 141 $11.6K <0.01% +96 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 140 $11.6K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 141 $11.1K <0.01% +1 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 132 $10.9K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 126 $10.4K <0.01% +64 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 123 $10.2K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 122 $10K 0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 119 $9.83K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 117 $9.67K <0.01% -88 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 114 $9.42K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 111 $9.17K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 110 $9.09K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 110 $9.09K <0.01% -53 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 109 $9.01K <0.01% 0 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 108 $8.92K <0.01% 0 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 104 $8.59K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 102 $8.43K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 101 $8.35K <0.01% +51 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 98 $8.1K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 98 $8.1K <0.01% -5 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 97 $8.02K <0.01% +33 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 96 $7.93K <0.01% +30 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 92 $7.6K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 88 $7.27K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 93 $7K <0.01% -18 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 84 $6.94K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 84 $6.94K <0.01% +3 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 82 $6.78K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 81 $6.69K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 80 $6.61K <0.01% -10 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 79 $6.6K <0.01% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 79 $6.53K 0.01% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 78 $6.44K <0.01% -9 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 77 $6.36K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 65 $5.37K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 63 $5.21K <0.01% -24 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 62 $5.12K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 62 $5.12K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 68 $5.06K 0.01% 13F-HR/A Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 61 $5.04K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 60 $4.96K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 55 $4.54K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 55 $4.54K <0.01% -1 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 53 $4.38K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 52 $4.3K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 51 $4.21K <0.01% -24 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 51 $4.21K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 51 $4.18K <0.01% +1 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 50 $4.13K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 49 $4.05K <0.01% -6 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 57 $4K <0.01% +4 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 53 $4K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 48 $3.97K <0.01% -392 13F-HR Timeline Group Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 48 $3.97K <0.01% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 47 $3.88K <0.01% -199 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 45 $3.72K <0.01% -9 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 41 $3.42K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 46 $3.39K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 40 $3.31K <0.01% new 13F-HR Timeline Group HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 40 $3.31K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 40 $3.22K <0.01% new 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 39 $3.22K <0.01% +9 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 39 $3.22K <0.01% -8 13F-HR Timeline