Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 311 $81.8K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 300 $78.9K <0.01% -10 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 297 $78.1K 0.01% +14 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 297 $78.1K 0.03% +13 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 325 $72.7K <0.01% +79 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 268 $70.5K 0.04% +81 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 267 $70.2K <0.01% -38 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 255 $67K <0.01% +62 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 243 $63.9K 0.02% +6 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 248 $63.8K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 226 $59.4K 0.01% -126 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 221 $58K <0.01% -319 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 220 $57.8K 0.01% -158 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 220 $57.8K 0.03% 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 215 $56.5K 0.04% +10 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 206 $54K <0.01% -5 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 204 $53.6K <0.01% -34 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 203 $53.4K 0.01% -65 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 200 $52.6K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 192 $50.5K <0.01% -24 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 190 $49.9K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 180 $47.3K 0.01% +167 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 180 $47.3K 0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 161 $42.3K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 160 $42.1K 0.01% +147 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 150 $39.4K <0.01% -17 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 149 $39.2K <0.01% -349 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 146 $38.4K <0.01% -12,987 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 148 $38K 0.01% -134 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 153 $37K 0.02% -75 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 128 $33.6K <0.01% -10 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 115 $30.2K <0.01% +17 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 113 $29.7K <0.01% -55 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 111 $29.2K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 104 $27.3K <0.01% -25 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 99 $26K 0.01% -467 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 96 $25.2K <0.01% +33 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 93 $24K 0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 89 $23.4K <0.01% -28 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 85 $22.3K <0.01% 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 85 $22.3K 0.01% +20 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 79 $20.8K <0.01% -40 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 79 $20.8K 0.01% -12 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 77 $20.2K <0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 75 $20K <0.01% -150 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 73 $19.2K <0.01% -1 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 74 $19K <0.01% -41 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 72 $18.9K <0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 70 $18.4K 0.01% 0 13F-HR/A Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 68 $17.9K 0.01% -25 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 66 $17K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 62 $16.4K <0.01% -9 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 62 $16.3K <0.01% -3 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 61 $16K <0.01% +6 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 60 $15.8K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 60 $15.8K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 59 $15.5K <0.01% -7 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 59 $15.5K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 62 $15.4K <0.01% +42 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 59 $15K <0.01% -43 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 56 $14.7K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 56 $14.7K <0.01% +50 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 55 $14.5K 0.01% -61 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 54 $14.2K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 53 $13.9K <0.01% -46 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 53 $13.9K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 50 $13.1K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 50 $13.1K <0.01% -1,320 13F-HR/A Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 50 $13.1K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 51 $13.1K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 47 $13K 0.01% +2 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 49 $12.9K <0.01% -3 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 48 $12.6K <0.01% -18 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 46 $12.1K <0.01% +2 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 43 $12.1K <0.01% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 45 $11.8K <0.01% new 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 45 $11.8K <0.01% new 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 43 $11.3K <0.01% +23 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 42 $11K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 42 $11K 0.01% +7 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 41 $10.8K <0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. 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More: the full row for AMERIFLEX GROUP, INC. 22 $5.78K <0.01% new 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 20 $5.26K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 20 $5.26K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 20 $5.26K 0.02% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 19 $5K <0.01% -3 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 19 $5K <0.01% -618 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 18 $4.73K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 18 $4.73K <0.01% -1 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 19 $4.23K <0.01% new 13F-HR Timeline Group Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 16 $4.21K <0.01% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 16 $4.21K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 16 $4.21K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 16 $4.02K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 17 $4K <0.01% -8 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 15 $3.94K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 14 $3.68K <0.01% -6 13F-HR Timeline Group TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 14 $3.68K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 14 $3.68K <0.01% +4 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 14 $3.52K <0.01% -7 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 13 $3.42K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 13 $3.42K <0.01% +8 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 12 $3.15K <0.01% +3 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 12 $3.15K <0.01% 0 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 11 $3K <0.01% -1,263,946 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 11 $2.89K <0.01% new 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 11 $2.89K <0.01% 0 13F-HR Timeline Group FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 11 $2.89K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 11 $2.89K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 11 $2.89K <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 11 $2.89K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 10 $2.63K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 10 $2.63K <0.01% -5 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 10 $2.63K <0.01% -3 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9 $2.37K <0.01% -18 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 9 $2.37K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 9 $2.37K <0.01% +5 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 8 $2.1K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 8 $2.1K <0.01% +5 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 8 $2K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 6 $1.58K <0.01% -104 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 6 $1.58K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 6 $1.58K <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 6 $1.58K <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 6 $1.58K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 5 $1.31K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5 $1.31K <0.01% +3 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5 $1.31K <0.01% +2 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 5 $1.31K <0.01% -5 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 5 $1.25K <0.01% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 4 $1.05K <0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 4 $1.05K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 4 $1.05K <0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 4 $1.05K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 4 $915 <0.01% -5 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 3 $789 <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3 $789 <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 3 $789 <0.01% -63 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3 $789 <0.01% +2 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 3 $789 <0.01% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 3 $789 <0.01% 0 13F-HR Timeline Group Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 2 $526 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $526 <0.01% new 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 2 $526 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2 $526 <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2 $526 <0.01% new 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 2 $526 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $526 <0.01% -1 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $385 <0.01% -5 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1 $263 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1 $263 <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1 $263 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1 $263 <0.01% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $263 <0.01% -17 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $262 <0.01% -3 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1 $262 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $251 <0.01% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% -1,576 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 35,551 $9.35K +4,051 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.