Covestor Ltd More: the full row for Covestor Ltd 132 $29K 0.02% -51 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 125 $27.1K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 125 $25.3K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 109 $24.1K <0.01% +93 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 108 $23.5K <0.01% +97 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 105 $22.8K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 100 $21.7K <0.01% +1 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 87 $18.7K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 92 $18.6K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 83 $18K 0.01% -36 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 76 $16.5K 0.01% +16 13F-HR/A Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 75 $16.3K <0.01% -1 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 73 $16K 0.01% +4 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 71 $15.4K <0.01% -25 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 65 $14.1K <0.01% new 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 63 $13.7K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 61 $13.2K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 59 $12.8K <0.01% 0 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 57 $12.4K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 57 $12.4K 0.01% 0 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 52 $12K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 53 $11.5K <0.01% -31 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 52 $11.3K <0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 51 $11.1K 0.01% -10 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 50 $10.9K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 50 $10.9K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 46 $9.99K <0.01% +8 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 45 $9.77K <0.01% +5 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 46 $9.42K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 41 $8.81K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 36 $7.82K <0.01% +12 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 33 $7.17K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 33 $7.17K <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 32 $7.03K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 35 $7K <0.01% +20 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 33 $6.76K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 30 $6.56K <0.01% +1 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 29 $6.32K <0.01% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 29 $6.3K <0.01% -373 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 28 $6.08K <0.01% new 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 28 $6.08K <0.01% +1 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 28 $6.08K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 31 $6K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 27 $6K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 25 $5.43K <0.01% +7 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 24 $5.26K <0.01% new 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 24 $5.21K <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 24 $5.21K <0.01% +5 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 23 $5K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 21 $4.56K <0.01% +10 13F-HR Timeline City State Bank More: the full row for City State Bank 20 $4.34K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 19 $4.13K <0.01% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 21 $4K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 18 $3.91K <0.01% 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 17 $3.69K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 16 $3.48K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 15 $3.26K <0.01% -7 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 12 $2.61K <0.01% -9 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 11 $2.39K <0.01% +3 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 10 $2.21K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10 $2.17K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 10 $2.17K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 9 $1.96K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 9 $1.95K <0.01% +7 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 8 $1.74K <0.01% -1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 8 $1.74K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 7 $1.52K <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 6 $1.3K <0.01% +2 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 5 $1.09K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5 $1.09K <0.01% -550 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 5 $1.08K 0.02% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 4 $877 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 4 $869 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 4 $869 <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 4 $869 <0.01% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 4 $869 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4 $869 <0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 4 $869 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3 $652 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3 $645 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $505 <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2 $435 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $435 <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2 $434 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 2 $434 <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 2 $429 <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $22 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% -6,791 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.