MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,685 $374K 0.02% 0 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 4,571 $365K 0.02% 0 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 4,415 $352K <0.01% +50 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,399 $351K 0.01% +923 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,327 $345K <0.01% -1,460 13F-HR/A Timeline Group Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 4,316 $344K 0.02% +206 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,260 $340K <0.01% new 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,233 $338K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,069 $325K <0.01% +157 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,802 $303K 0.01% -22,825 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,788 $302K 0.03% new 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 3,751 $299K <0.01% -11,036 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 3,572 $285K 0.13% 0 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 3,524 $281K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,519 $281K <0.01% +614 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 3,500 $279K <0.01% -13,800 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 3,500 $279K 0.06% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,466 $276K 0.01% -408 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 3,462 $276K 0.15% -403 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 3,460 $276K 0.07% -244 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 3,437 $274K <0.01% new 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 3,425 $273K 0.01% -3,687 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 3,389 $270K 0.02% -657 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,367 $269K <0.01% 0 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,149 $251K 0.01% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,128 $250K <0.01% +47 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,104 $248K <0.01% +42 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 3,068 $245K 0.09% new 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 3,066 $245K <0.01% 0 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,048 $243K <0.01% -150 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,997 $239K <0.01% -26 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,968 $237K <0.01% new 13F-HR/A Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,950 $235K 0.02% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 2,902 $232K <0.01% -394 13F-HR Timeline Group RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 2,860 $228K 0.08% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,801 $223K 0.03% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,784 $222K <0.01% -445 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 2,745 $219K <0.01% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 2,705 $216K <0.01% +599 13F-HR/A Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,666 $213K 0.05% -4,855 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 2,616 $209K <0.01% -5,414 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 2,544 $203K <0.01% -1,230 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,534 $202K 0.04% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,527 $202K 0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,169 $173K 0.08% -15,736 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 2,113 $169K <0.01% -2,113 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,112 $168K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,769 $146K <0.01% +495 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,714 $137K <0.01% +14 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,683 $134K 0.07% +64 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,668 $133K <0.01% -4,957 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,633 $130K 0.01% +164 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,640 $129K 0.01% +227 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,606 $128K <0.01% +50 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,602 $128K <0.01% -195 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,556 $124K <0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,533 $122K 0.01% -241 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,519 $121K <0.01% +6 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,361 $109K 0.05% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,328 $106K 0.01% +64 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,279 $102K 0.01% +1,006 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,216 $97K <0.01% new 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,142 $91.1K 0.01% 0 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,110 $88.5K <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. 1,052 $83.9K <0.01% new 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,048 $83K <0.01% +108 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 973 $77.6K <0.01% +10 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 962 $76.7K <0.01% +464 13F-HR Timeline Group Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 848 $68K <0.01% new 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 834 $66.5K <0.01% +442 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 789 $61K 0.01% -26 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 757 $60.4K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 736 $58.7K 0.01% 0 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 697 $55.6K <0.01% +26 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 675 $53.9K <0.01% -2 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 564 $46.4K <0.01% 0 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 552 $44K 0.01% new 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 557 $44K <0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 491 $39.2K <0.01% 0 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 495 $39K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 445 $36.5K 0.01% -5 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 396 $31.6K <0.01% 0 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 380 $31.3K <0.01% +366 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 392 $31.3K <0.01% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 392 $31.2K <0.01% +330 13F-HR Timeline Group Kennebec Savings Bank More: the full row for Kennebec Savings Bank 388 $31K 0.03% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 385 $30.7K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 379 $30.2K <0.01% -9 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 372 $30K <0.01% -703 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 361 $29.6K 0.01% +1 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 364 $29K <0.01% -21 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 358 $28.6K <0.01% +228 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 343 $27.4K <0.01% +330 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 342 $27.3K <0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 308 $25K <0.01% +130 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 300 $23.9K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 295 $23.5K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 274 $21.8K 0.01% +2 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 263 $21K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 260 $20.7K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 248 $19.8K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 246 $19.6K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 242 $19.3K <0.01% -9 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 237 $18.9K <0.01% +2 13F-HR Timeline Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 228 $18.2K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 214 $17.1K <0.01% +204 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 206 $16.4K <0.01% +4 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 200 $16K <0.01% 0 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 189 $15.1K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 186 $15K <0.01% +151 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NFSG Corp More: the full row for NFSG Corp 161 $12.8K <0.01% +1 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 142 $11.3K <0.01% -10 13F-HR/A Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 142 $11.3K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 143 $11K <0.01% +138 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 137 $10.9K <0.01% +3 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 135 $10.8K <0.01% +66 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 132 $10.6K 0.01% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 132 $10.5K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 122 $9.73K <0.01% -50 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 114 $9.09K <0.01% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 114 $9.09K <0.01% 0 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 110 $8.78K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 102 $8.16K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 101 $8.06K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 96 $7.66K <0.01% +24 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 94 $7.5K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 94 $7.5K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 94 $7.5K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 93 $7.42K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 93 $7.36K <0.01% new 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 89 $7.1K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 85 $6.78K <0.01% -147 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 80 $6.38K <0.01% -27 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 70 $5.58K <0.01% +1 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 68 $5.42K <0.01% -79 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 66 $5.26K <0.01% -25 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 65 $5.18K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 63 $5.03K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 60 $4.79K <0.01% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 57 $4.55K <0.01% 0 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 56 $4.47K <0.01% 0 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 44 $3.51K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 44 $3.51K <0.01% -34 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 44 $3.51K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 42 $3.36K <0.01% -3 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 43 $3K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 34 $3K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 37 $2.97K <0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 35 $2.81K <0.01% -13 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 33 $2.63K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 32 $2.55K <0.01% -3 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 31 $2.45K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 30 $2.42K <0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 30 $2.39K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 29 $2.31K <0.01% 0 13F-HR/A Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 29 $2.31K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 28 $2.23K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 27 $2.15K <0.01% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 32 $2K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 23 $1.83K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 21 $1.68K <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. 21 $1.68K <0.01% new 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 21 $1.68K <0.01% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 18 $1.44K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 16 $1.28K <0.01% +1 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 16 $1.28K <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 15 $1.25K <0.01% -1 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 14 $1.12K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 14 $1.12K <0.01% +7 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 11 $877 <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 10 $798 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 9 $718 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 9 $718 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 9 $718 <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 9 $718 <0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 7 $558 <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7 $558 <0.01% +7 13F-HR/A Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 6 $479 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 5 $406 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5 $399 <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 5 $399 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 5 $387 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4 $320 <0.01% -2 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3 $239 <0.01% -37 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3 $239 <0.01% -1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $239 <0.01% +1 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 2 $160 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2 $160 <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2 $160 <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 2 $160 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $160 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $160 <0.01% -1 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1 $82 <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1 $80 <0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 3 $0 0% 0 13F-HR/A Timeline Value filed as zero, left out of ratios. Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.