Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 465 $16.1K <0.01% +7 13F-HR/A Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 469 $16K <0.01% +68 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 459 $15.9K 0.01% +114 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 446 $15.4K <0.01% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 438 $15.2K 0.01% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 436 $15.1K <0.01% -8 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 428 $14.8K 0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 423 $14.6K <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 420 $14.5K 0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 400 $13.8K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 399 $13.8K 0.01% 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 390 $13.5K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 390 $13.5K 0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 360 $13.2K <0.01% -80 13F-HR Timeline Group Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 380 $13.1K <0.01% +2 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 372 $12.9K <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 326 $12.7K <0.01% -1,038 13F-HR Timeline 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 359 $12.4K <0.01% 0 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 358 $12.4K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 344 $11.9K 0.01% -56 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 338 $11.7K <0.01% +2 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 334 $11.6K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 325 $11.2K <0.01% -95 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 324 $11.2K <0.01% -202 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 319 $11K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 338 $11K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 308 $10.7K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 303 $10.5K <0.01% 0 13F-HR Timeline IAT REINSURANCE CO LTD. More: the full row for IAT REINSURANCE CO LTD. 300 $10.4K <0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 300 $10.4K <0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 299 $10.3K 0.01% 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 296 $10.2K 0.01% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 288 $9.96K <0.01% 13F-HR Timeline Group S&T Bank/PA More: the full row for S&T Bank/PA 276 $9.55K <0.01% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 273 $9.45K <0.01% 13F-HR Timeline Group Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 271 $9.38K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 246 $9.04K 0.01% 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 273 $9K <0.01% -163 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 255 $8.82K <0.01% -21 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 250 $8.65K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 250 $8.65K <0.01% -19 13F-HR/A Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 248 $8.58K <0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 248 $8.58K <0.01% new 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 246 $8.51K 0.01% +206 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 244 $8.44K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 240 $8.3K <0.01% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 229 $7.92K <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 226 $7.82K <0.01% new 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 222 $7.68K 0.01% +99 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 221 $7.65K <0.01% +37 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 184 $7.64K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 220 $7.61K <0.01% -19 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 219 $7.57K <0.01% -40 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 218 $7.54K 0.01% -40 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 218 $7.54K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 216 $7.47K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 216 $7.47K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 215 $7.44K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 213 $7.37K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 213 $7.35K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 211 $7.3K <0.01% +11 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 210 $7.27K <0.01% 0 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 205 $7.09K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 215 $7K <0.01% -70 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 200 $6.92K <0.01% -400 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 200 $6.92K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 200 $6.92K <0.01% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 200 $6.92K 0.01% 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 200 $6.89K <0.01% 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 198 $6.85K <0.01% +75 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 191 $6.61K <0.01% -74 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 191 $6.61K <0.01% -175 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 188 $6.49K <0.01% +56 13F-HR Timeline Group TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 184 $6.37K <0.01% -15 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 183 $6.33K <0.01% -25 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 181 $6.26K <0.01% -160 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 180 $6.23K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 180 $6.23K <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 180 $6.21K <0.01% +121 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 177 $6.12K <0.01% 0 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 193 $6K <0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 168 $6K <0.01% new 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 172 $5.95K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 169 $5.85K <0.01% +14 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 168 $5.81K <0.01% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 166 $5.74K <0.01% 0 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 164 $5.67K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 163 $5.64K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 161 $5.57K <0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 160 $5.54K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 157 $5.43K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 157 $5.43K <0.01% 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 156 $5.4K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 154 $5.33K <0.01% +78 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 146 $5.05K <0.01% -10 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 145 $5.02K <0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 145 $5.02K <0.01% -25 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 143 $4.95K <0.01% +71 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 141 $4.88K <0.01% 0 13F-HR/A Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 134 $4.64K <0.01% 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 129 $4.46K <0.01% +83 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 127 $4.39K <0.01% -100 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 126 $4.36K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 125 $4.33K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 124 $4.29K <0.01% +1 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 123 $4.25K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 122 $4.22K <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 120 $4.15K 0.08% 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 117 $4.05K <0.01% 0 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 101 $4K <0.01% 0 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 95 $3.9K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 111 $3.84K <0.01% -20 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 110 $3.81K <0.01% 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 110 $3.81K <0.01% 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 107 $3.7K <0.01% 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 106 $3.67K <0.01% -324 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 106 $3.67K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 104 $3.6K <0.01% -26 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 104 $3.6K <0.01% +40 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 103 $3.56K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 103 $3.56K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 100 $3.46K <0.01% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 99 $3.42K <0.01% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 40 $3.41K <0.01% 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 98 $3.39K <0.01% -38 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 86 $3.2K <0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 92 $3.18K <0.01% 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 91 $3.15K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 90 $3.11K <0.01% -4 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 90 $3.11K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 88 $3.04K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 86 $2.98K <0.01% +44 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 84 $2.91K <0.01% 0 13F-HR/A Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 81 $2.8K <0.01% +7 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 81 $2.8K <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 80 $2.77K <0.01% new 13F-HR Timeline Group Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 80 $2.77K <0.01% -26 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 80 $2.77K <0.01% 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 80 $2.77K <0.01% 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 115 $2.64K <0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 76 $2.63K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 74 $2.56K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 73 $2.53K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 73 $2.53K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 72 $2.49K <0.01% new 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 72 $2.49K <0.01% -20 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 71 $2.46K <0.01% -125 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 71 $2.46K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 70 $2.42K <0.01% 0 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 70 $2.42K <0.01% 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 69 $2.39K <0.01% 13F-HR Timeline City State Bank More: the full row for City State Bank 68 $2.35K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 66 $2.28K <0.01% -26 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 65 $2.25K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 63 $2.18K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 63 $2.18K <0.01% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 61 $2.11K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 60 $2.08K <0.01% -8 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 60 $2.08K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 60 $2.08K <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 58 $2.01K <0.01% 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 58 $2.01K <0.01% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 80 $2K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 51 $2K <0.01% 0 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 57 $1.97K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 56 $1.94K <0.01% -65 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 55 $1.9K <0.01% new 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 52 $1.8K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 50 $1.73K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 48 $1.66K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 48 $1.66K <0.01% 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 46 $1.59K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 46 $1.59K <0.01% 0 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 45 $1.56K <0.01% +9 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 44 $1.52K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 44 $1.52K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 43 $1.49K <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 42 $1.45K <0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 40 $1.38K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 40 $1.38K <0.01% 0 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 40 $1.38K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 40 $1.38K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 40 $1.38K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 40 $1.38K <0.01% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 39 $1.35K <0.01% +5 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 37 $1.28K <0.01% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 35 $1.21K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 35 $1.21K <0.01% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 34 $1.18K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 33 $1.14K <0.01% -150 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 31 $1.07K <0.01% -1 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 27 $1.02K <0.01% 0 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 29 $1K <0.01% new 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 29 $1K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 33 $1K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 28 $1K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 27 $1K <0.01% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 27 $1K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 27 $1K <0.01% 0 13F-HR Timeline Group FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 24 $912 <0.01% 0 13F-HR Timeline