Rise Advisors, LLC More: the full row for Rise Advisors, LLC 3,869 $110K 0.04% +55 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,760 $107K 0.01% -634 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,617 $102K 0.01% -1,239 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 3,599 $102K 0.01% +753 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 3,372 $95.5K 0.03% +2,071 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3,364 $95.2K 0.02% +36 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,297 $93.4K 0.01% +2 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,274 $92.7K 0.01% +276 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,261 $92.3K 0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 3,204 $90.7K 0.01% +1,353 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,200 $90.6K 0.03% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,192 $90.4K 0.03% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,160 $89.5K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3,322 $86.6K 0.01% +783 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 3,030 $85.8K 0.03% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2,868 $81.2K 0.04% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 2,633 $74.5K 0.07% -167 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 2,631 $74.5K 0.01% +39 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 2,547 $72.1K 0.03% +2,144 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,543 $72K 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 2,531 $71.7K <0.01% -724 13F-HR Timeline Group 1248 Management, LLC More: the full row for 1248 Management, LLC 2,495 $70.6K 0.04% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,490 $70.5K 0.02% -64 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 2,480 $70.2K 0.05% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 2,420 $68.5K 0.04% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,418 $68.5K 0.03% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,350 $66.5K 0.02% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 2,317 $65.6K 0.01% -1,274 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,315 $65.5K 0.01% +2,016 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,269 $64.2K 0.01% -309 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 2,243 $63.5K <0.01% new 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,209 $62.5K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2,169 $61.4K 0.02% +130 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,154 $61K 0.01% -1 13F-HR Timeline Group Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 2,100 $59.5K 0.04% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 2,083 $59K 0.01% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2,000 $57K 0.02% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,000 $56.6K <0.01% 0 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 2,000 $56.6K 0.02% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,000 $56.6K 0.02% -277 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 2,000 $56.6K 0.03% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,982 $56.1K 0.11% -35,309 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,852 $52.4K 0.01% -102,862 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,825 $51.7K <0.01% -300 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,836 $51K 0.01% -27 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,814 $51K 0.01% +5 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,767 $50K <0.01% +1,040 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,735 $49.1K 0.02% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,726 $48.9K 0.04% +1 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,699 $48.1K 0.01% -215 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,688 $47.8K 0.03% +9 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,625 $46K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,618 $45.8K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,593 $45.1K <0.01% +43 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,588 $44.9K 0.01% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,558 $44.1K 0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,522 $43.1K <0.01% +5 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 1,521 $43.1K 0.01% new 13F-HR/A Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,503 $42.6K 0.01% -152 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,501 $42.5K <0.01% new 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 1,500 $42.5K 0.03% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 1,476 $41.8K 0.04% +1,224 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,468 $41.6K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,456 $41.2K 0.01% +825 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,418 $40.1K 0.01% +11 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 1,425 $40K <0.01% +275 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,424 $40K <0.01% -48 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1,412 $40K 0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,400 $39.6K 0.01% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,400 $39.6K 0.02% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,380 $39.1K 0.05% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,360 $38.5K 0.01% +1,032 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,341 $38K 0.02% +14 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,326 $37.5K 0.02% +354 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,300 $37K <0.01% -1,018 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,272 $36K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,222 $34.6K 0.01% +595 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,221 $34.6K <0.01% +3 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,210 $34K <0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,200 $34K 0.02% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,192 $33.7K <0.01% -12 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,147 $32.5K 0.01% +12 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,141 $32.3K 0.02% +1 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,140 $32.3K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,140 $32.3K 0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 1,135 $32.1K 0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,126 $31.9K 0.01% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 1,120 $31.7K 0.02% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,086 $30.7K 0.01% +115 13F-HR/A Timeline City State Bank More: the full row for City State Bank 1,075 $30.4K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,015 $28.7K 0.02% 0 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 1,000 $28.3K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,000 $28.3K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,000 $28.3K 0.02% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,000 $28K 0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 927 $26.3K 0.05% -74 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 913 $25.8K <0.01% -106 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 897 $25.4K <0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 895 $25.3K 0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 881 $24.9K 0.02% -7 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 826 $23.4K 0.01% +54 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 817 $23.1K <0.01% +448 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 815 $23.1K 0.01% +10 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 806 $22.8K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 800 $22.6K <0.01% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 798 $22.6K 0.01% +8 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 789 $22.3K 0.01% +4 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 777 $22K <0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 760 $21.5K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 758 $21.5K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 746 $21.1K <0.01% +150 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 721 $20.4K 0.01% +7 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 713 $20.2K <0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 708 $20K 0.01% +8 13F-HR Timeline Quarry LP More: the full row for Quarry LP 685 $19.4K <0.01% -15,345 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 680 $19.3K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 693 $19K 0.01% -161 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 651 $18.4K 0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 646 $18.3K <0.01% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 630 $17.8K 0.02% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 800 $17.7K 0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 615 $17.4K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 600 $17K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 584 $16.5K <0.01% +126 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 575 $16.3K 0.01% 0 13F-HR Timeline Towarzystwo Funduszy Inwestycyjnych All… More: the full row for Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 570 $16.1K 0.04% +270 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 568 $16.1K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 563 $15.9K <0.01% +1 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 562 $15.9K 0.01% -2,085 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 562 $15.9K <0.01% +87 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 560 $15.9K 0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 550 $15.6K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 550 $15.6K 0.02% new 13F-HR/A Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 537 $15.2K 0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 534 $15.1K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 528 $14.9K 0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 503 $14.2K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 500 $14.2K 0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 500 $14.2K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 499 $14.1K <0.01% -31 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 499 $14K <0.01% -19,377 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 494 $14K 0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 484 $13.7K <0.01% -562 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 483 $13.7K 0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 468 $13.2K 0.01% +128 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 456 $12.9K <0.01% +3 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 450 $12.7K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 441 $12.5K <0.01% -5 13F-HR/A Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 419 $11.9K 0.01% +2 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 415 $11.8K <0.01% -857 13F-HR Timeline Group Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 400 $11.3K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 401 $11K 0.01% new 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 400 $11K <0.01% 0 13F-HR/A Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 384 $10.9K <0.01% -427 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 384 $10.9K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 373 $10.6K <0.01% +95 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 369 $10.4K <0.01% 0 13F-HR Timeline Group Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 368 $10.4K <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 363 $10.3K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 384 $10K <0.01% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 350 $9.91K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 340 $9.63K <0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 337 $9.54K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 331 $9.37K 0.01% -401 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 328 $9.28K <0.01% +4 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 324 $9.17K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 320 $9.06K <0.01% +236 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 320 $9.06K <0.01% 0 13F-HR Timeline Group BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 316 $8.95K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 307 $8.69K 0.01% +3 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 300 $8.49K 0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 270 $7.64K <0.01% -1,685 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 280 $7.58K <0.01% -19 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 260 $7.36K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 252 $7.13K <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 251 $7.11K <0.01% 0 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 245 $6.94K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 240 $6.79K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 230 $6.51K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 220 $6.23K <0.01% +30 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 219 $6.2K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 219 $6.2K 0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 218 $6.18K <0.01% +2 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 209 $5.92K <0.01% new 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 205 $5.8K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 203 $5.75K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 202 $5.72K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 207 $5.68K <0.01% -35,004 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 198 $5.61K <0.01% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 181 $5.13K <0.01% +2 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 177 $5.01K <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 183 $5K <0.01% -6 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 170 $4.81K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 170 $4.81K <0.01% +18 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 167 $4.73K <0.01% -7,500 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 165 $4.67K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 163 $4.62K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 158 $4.47K <0.01% +6 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 141 $3.98K <0.01% new 13F-HR Timeline Group Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 134 $3.79K <0.01% 0 13F-HR Timeline