Welch Group, LLC More: the full row for Welch Group, LLC 2,402 $458K 0.02% 0 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 2,393 $456K 0.1% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,354 $449K 0.02% +2,225 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,332 $444K 0.02% +662 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 2,313 $441K 0.27% 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,299 $438K 0.03% +1,007 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 2,295 $437K 0.06% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,290 $436K 0.01% +114 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 2,289 $436K 0.15% +1,111 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,288 $436K 0.01% +167 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,248 $428K 0.01% +111 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,247 $428K 0.05% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,234 $426K 0.01% +898 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Saiph Capital, LLC More: the full row for Saiph Capital, LLC 2,220 $423K 0.16% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,219 $423K 0.01% +565 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,208 $421K <0.01% +597 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,205 $421K 0.01% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,149 $409K 0.02% +253 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,126 $405K <0.01% +59 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,116 $404K 0.03% +904 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,096 $399K <0.01% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,082 $397K <0.01% +566 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 2,058 $392K 0.02% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,016 $389K <0.01% +139 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 2,032 $387K 0.05% +387 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,032 $387K 0.03% +811 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 2,030 $387K 0.15% +80 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 2,000 $381K 0.03% 0 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,984 $378K 0.02% +25 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,975 $376K <0.01% -203 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,911 $365K 0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,913 $364K <0.01% +425 13F-HR/A Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,909 $364K 0.02% -1,367 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,889 $360K 0.01% +14 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,886 $359K 0.04% +1,070 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,760 $356K 0.12% +2,022 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,870 $356K 0.02% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,712 $352K 0.01% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,844 $351K 0.13% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,817 $347K 0.01% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,803 $344K <0.01% +125 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 1,800 $343K 0.04% -200 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,799 $343K <0.01% new 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,797 $342K 0.03% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,718 $334K 0.01% +1,514 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,449 $321K 0.13% new 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 1,677 $320K 0.01% -58 13F-HR Timeline Group VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 1,658 $316K <0.01% -15,100 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,636 $316K 0.01% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,631 $311K <0.01% +278 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,625 $310K 0.02% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,614 $308K 0.04% new 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,600 $305K 0.06% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,600 $305K 0.04% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 1,596 $304K 0.05% 0 13F-HR Timeline Group CenterBook Partners LP More: the full row for CenterBook Partners LP 1,562 $298K 0.02% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,551 $295K 0.01% +213 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,548 $295K 0.09% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,541 $294K <0.01% new 13F-HR Timeline Group DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 1,598 $294K <0.01% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,541 $294K 0.01% +303 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 1,529 $291K 0.06% 0 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 1,527 $291K 0.03% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,527 $291K 0.05% new 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,525 $291K 0.06% -95 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,524 $290K 0.01% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,374 $289K 0.01% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 1,513 $288K <0.01% new 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 1,500 $286K 0.1% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,490 $284K <0.01% new 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 1,478 $282K 0.01% -238 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,469 $280K <0.01% -591 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,287 $279K 0.03% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,444 $275K 0.02% +19 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,438 $274K <0.01% -21,010 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,399 $267K 0.01% -537 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 1,390 $265K 0.11% 0 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 1,388 $264K 0.13% -90 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,386 $264K 0.09% +147 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,372 $261K 0.02% new 13F-HR Timeline Sovereign's Capital Management, LLC More: the full row for Sovereign's Capital Management, LLC 1,359 $259K 0.19% -96 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,338 $255K 0.01% -1,730 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,460 $253K <0.01% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,318 $251K 0.01% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,312 $250K 0.01% -555 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,291 $246K <0.01% new 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,282 $244K <0.01% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,277 $243K 0.03% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,274 $243K 0.02% +26 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,252 $239K 0.01% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,242 $237K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,244 $237K <0.01% new 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 1,296 $236K <0.01% +347 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 1,223 $233K 0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,215 $231K <0.01% new 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 1,211 $231K <0.01% -217 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,208 $230K <0.01% +46 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 1,207 $230K 0.11% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,191 $229K 0.02% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,175 $224K <0.01% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,173 $224K 0.01% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,168 $223K 0.04% new 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,159 $221K 0.01% +681 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,158 $221K 0.09% new 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 1,149 $219K 0.01% -4,138 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,148 $219K 0.02% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,149 $219K 0.04% new 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 1,138 $217K 0.02% new 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 1,100 $216K 0.07% -200 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,128 $215K 0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,128 $215K 0.01% -9 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 1,121 $214K 0.25% +127 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 1,103 $210K 0.02% new 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 1,098 $209K +1,009 Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,075 $207K <0.01% -8,363 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 1,086 $207K <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,064 $207K <0.01% +52 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,063 $203K 0.01% new 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,063 $203K 0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,052 $200K 0.07% +90 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,042 $199K 0.01% +39 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,042 $199K 0.09% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,020 $194K <0.01% +7 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 999 $190K <0.01% +45 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 958 $183K <0.01% +229 13F-HR/A Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 750 $143K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 745 $142K <0.01% +68 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 706 $135K <0.01% -754 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 649 $124K 0.02% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 630 $120K <0.01% 0 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 603 $115K 0.02% +193 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 601 $115K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 593 $113K 0.03% +421 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 618 $112K <0.01% +37 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 581 $111K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 550 $104K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 510 $99K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 516 $98.3K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 450 $94.1K <0.01% -2 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 487 $92.8K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 473 $90.1K <0.01% +323 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 460 $87.6K 0.01% 0 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 450 $85.7K 0.08% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 450 $85.7K 0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 430 $81.9K 0.07% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 400 $76.2K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 400 $76.2K 0.03% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 375 $71.4K 0.02% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 367 $69.9K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 366 $69.7K <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. 359 $68.4K <0.01% +9 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 356 $67.9K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 350 $66.7K 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 350 $66.7K <0.01% 0 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 343 $65.4K <0.01% +123 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 339 $64.5K <0.01% -1,573 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 321 $63.5K 0.04% +44 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 319 $60.8K 0.01% +167 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 316 $60.2K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 312 $59.6K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 303 $57.6K <0.01% +265 13F-HR Timeline CFG Wealth Management Services, Inc. More: the full row for CFG Wealth Management Services, Inc. 302 $57.5K 0.05% new 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 300 $57.2K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 278 $53K <0.01% +149 13F-HR Timeline Security National Bank More: the full row for Security National Bank 275 $52.4K 0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 267 $50.9K 0.04% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 260 $49.5K 0.02% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 258 $49.2K 0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 248 $47.3K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 240 $45.7K <0.01% -105 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 239 $45.5K 0.05% -606 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 238 $45.3K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 230 $43.8K 0.01% -518 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 228 $43.4K 0.02% +10 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 225 $42.9K <0.01% +89 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 221 $42.1K 0.01% +10 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 220 $41.9K <0.01% new 13F-HR Timeline Group ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 209 $39.9K 0.03% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 208 $39.7K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 200 $38.1K <0.01% -200 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 200 $38.1K <0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 202 $38K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 197 $37.5K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 187 $35.6K <0.01% -7 13F-HR Timeline Group BAYBAN More: the full row for BAYBAN 179 $34.1K 0.03% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 172 $32.8K 0.01% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 145 $27.6K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 166 $26K 0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 135 $25.7K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 133 $25.4K <0.01% +61 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 133 $25.3K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 132 $25.1K 0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 131 $25K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 124 $23.6K <0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 118 $22.5K <0.01% -1,495 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 117 $22.3K <0.01% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 116 $22.1K 0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 115 $21.9K <0.01% -35 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 115 $21.8K <0.01% -14 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 114 $21.7K <0.01% +1 13F-HR Timeline