Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,038 $209K 0.01% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,035 $209K <0.01% +851 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,033 $209K <0.01% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,029 $208K 0.01% new 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 2,013 $206K 0.16% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 2,009 $206K <0.01% new 13F-HR Timeline Group Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 2,006 $206K <0.01% new 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,000 $205K 0.02% new 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 2,000 $205K 0.02% new 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 2,000 $205K 0.04% -49,469 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,000 $205K 0.03% +400 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,000 $205K 0.06% 0 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,000 $205K 0.02% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,973 $202K 0.02% +1,948 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,963 $201K <0.01% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,956 $201K <0.01% -8,808 13F-HR Timeline Group TPG Advisors LLC More: the full row for TPG Advisors LLC 1,954 $200K 0.14% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,951 $200K <0.01% new 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 1,950 $200K 0.07% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,923 $197K 0.06% -840 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,901 $195K 0.03% -68 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,856 $190K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,800 $185K 0.01% new 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,800 $185K 0.05% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,745 $179K 0.01% -56 13F-HR/A Timeline NVWM, LLC More: the full row for NVWM, LLC 1,699 $174K 0.04% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,670 $171K 0.09% +16 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,663 $171K 0.03% +44 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,647 $169K <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 1,602 $163K <0.01% +176 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,588 $163K 0.01% -69 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,501 $154K 0.07% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,500 $154K 0.07% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,479 $151K 0.01% -191 13F-HR Timeline Muzinich & Co., Inc. More: the full row for Muzinich & Co., Inc. 1,472 $151K 0.07% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,461 $151K 0.01% 0 13F-HR/A Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,444 $148K 0.02% -18 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,416 $145K 0.01% +502 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,386 $142K 0.1% -211 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,380 $142K 0.04% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,358 $139K <0.01% +424 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,350 $138K 0.13% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,322 $136K 0.01% +300 13F-HR Timeline Group Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,292 $133K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,282 $131K 0.01% +17 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,229 $126K 0.01% -50 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,173 $120K 0.03% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,192 $119K 0.03% -466 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,125 $115K 0.03% -555 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,122 $115K 0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,109 $114K 0.01% 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,101 $113K 0.05% 0 13F-HR/A Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,100 $113K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,054 $108K <0.01% +37 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 1,050 $108K 0.02% -1,000 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,026 $105K 0.04% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,025 $102K 0.07% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 983 $101K 0.01% -112 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,000 $99.2K 0.02% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 952 $97.7K 0.12% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 947 $97.1K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 917 $94.1K 0.01% -5 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 907 $93K <0.01% +380 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 907 $93K 0.01% +152 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 861 $89K 0.05% +32 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 865 $88.7K <0.01% new 13F-HR/A Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 825 $85K <0.01% -31 13F-HR Timeline Group Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 820 $84.1K 0.09% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 839 $84K 0.05% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 795 $81.5K 0.02% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 791 $81.1K 0.01% new 13F-HR/A Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 767 $79K 0.06% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 750 $76.9K 0.03% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 748 $76.8K 0.02% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 742 $76K 0.02% +43 13F-HR/A Timeline EASTERN BANK More: the full row for EASTERN BANK 735 $75.4K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 703 $72.6K 0.02% -158 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 708 $72.6K <0.01% +702 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 703 $72.1K <0.01% +53 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 658 $67.5K <0.01% +18 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 655 $67K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 650 $66.7K 0.05% +343 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 646 $66.2K 0.02% +17 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 622 $63.8K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 615 $63K <0.01% +5 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 604 $62K 0.01% +55 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 602 $61.8K 0.03% +6 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 583 $59.8K <0.01% +4 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 572 $58.7K 0.04% 0 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 570 $58.5K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 568 $58.3K <0.01% +32 13F-HR Timeline Quarry LP More: the full row for Quarry LP 558 $57.2K 0.01% -1,841 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 546 $56K 0.02% +31 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 504 $52.1K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 502 $51.5K 0.01% -3 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 500 $51.3K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 500 $51K 0.02% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 488 $50.1K 0.01% +35 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 475 $49K 0.01% 0 13F-HR Timeline Franchise Capital Ltd More: the full row for Franchise Capital Ltd 455 $46.7K 0.02% 0 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 447 $45.8K <0.01% 0 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 420 $43.1K 0.02% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 420 $43.1K <0.01% -206 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 500 $43K 0.02% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 413 $42.4K 0.04% -20 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 411 $42K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 406 $41.6K <0.01% -3 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 400 $41K 0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 400 $41K 0.02% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 400 $41K 0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 395 $40.5K 0.02% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 379 $38.9K 0.01% +241 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 360 $37.8K <0.01% +164 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 362 $37.1K 0.02% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 359 $36.8K 0.03% +9 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 355 $36.4K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 353 $36.2K 0.03% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 330 $34.1K <0.01% -112 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 325 $33.3K <0.01% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 320 $32.8K 0.03% -70 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 300 $30.8K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 300 $30.8K 0.04% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 240 $30.3K 0.01% -355 13F-HR/A Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 295 $30.3K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 279 $28.6K <0.01% +15 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 278 $28.5K <0.01% +46 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 275 $28.2K 0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 264 $27.1K <0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 265 $27K <0.01% -1 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 260 $26.7K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 250 $25.6K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 250 $25.6K 0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 244 $25K 0.02% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 238 $24.4K <0.01% +204 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 222 $23K 0.01% +40 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 215 $22.1K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 205 $21K <0.01% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 210 $21K <0.01% -283 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 201 $20.6K <0.01% -4 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 199 $20.4K 0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 194 $19.9K 0.01% +2 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 189 $19.4K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 186 $19.1K 0.02% +120 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 188 $19K <0.01% +2 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 180 $18.5K <0.01% -399 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 179 $18K <0.01% -4 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 170 $17.4K 0.02% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 177 $16.3K 0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 163 $16K <0.01% -1 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 150 $14.9K <0.01% 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 140 $14.4K 0.03% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 141 $14.1K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 137 $14.1K <0.01% +6 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 137 $14.1K 0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 137 $14.1K 0.01% +130 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 131 $13.4K <0.01% +13 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 128 $13.1K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 125 $12.8K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 123 $12.6K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 121 $12.4K <0.01% -8 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 118 $12.1K <0.01% +2 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 113 $11.6K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 109 $11.2K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 108 $11.1K 0.01% +67 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 106 $10.9K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 104 $10.7K <0.01% +4 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 100 $10.3K 0.01% +44 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 100 $10.3K 0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 94 $9.64K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 90 $9.23K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 90 $9.23K <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 88 $9.03K <0.01% 0 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 85 $8.72K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 75 $7.69K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 74 $7.37K <0.01% +54 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 67 $6.87K <0.01% -2 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 65 $6.7K <0.01% +33 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 64 $6.56K <0.01% +29 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 63 $6.46K <0.01% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 58 $6K <0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 50 $5.13K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 49 $5.03K 0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 47 $4.82K <0.01% -10 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 46 $4.72K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 48 $4.59K <0.01% +23 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 42 $4.31K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 38 $4K <0.01% +31 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 38 $3.91K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 37 $3.82K <0.01% +20 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 31 $3.18K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 30 $3.08K <0.01% +5 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 29 $2.98K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 27 $2.77K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 29 $2.62K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 24 $2.46K <0.01% +9 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 22 $2.26K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 22 $2.26K <0.01% +6 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 25 $2K <0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 19 $2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 19 $1.98K <0.01% 0 13F-HR Timeline