Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 6,222 $439K 0.13% -732 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 6,200 $437K 0.08% -600 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,143 $433K <0.01% +1,306 13F-HR Timeline Group FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 6,110 $431K <0.01% -6,174 13F-HR Timeline OP Asset Management Ltd More: the full row for OP Asset Management Ltd 6,030 $425K <0.01% -1,806 13F-HR/A Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 5,999 $423K <0.01% +639 13F-HR Timeline Group Quartz Partners, LLC More: the full row for Quartz Partners, LLC 5,868 $414K 0.16% -4,846 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,298 $411K 0.03% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,764 $406K 0.01% new 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 5,755 $406K 0.11% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,714 $403K 0.01% -204 13F-HR/A Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 5,710 $403K 0.04% +1,787 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 5,515 $389K <0.01% +1,633 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 5,471 $386K 0.15% -1,269 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 5,468 $386K 0.04% +2,139 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 5,433 $383K 0.21% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,410 $381K 0.01% +3,126 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 5,334 $376K 0.02% +1,066 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,273 $372K 0.01% +2,549 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 5,257 $371K 0.1% -58 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 5,227 $369K 0.01% new 13F-HR Timeline Group HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 5,117 $361K 0.02% +1,715 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 5,093 $359K 0.09% +769 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,074 $358K 0.02% +532 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 5,063 $357K 0.04% new 13F-HR Timeline SOROS FUND MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS FUND MANAGEMENT LLC 5,000 $353K <0.01% new 13F-HR Timeline Group Pentwater Capital Management LP More: the full row for Pentwater Capital Management LP 5,000 $353K <0.01% new 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 5,000 $353K 0.03% 0 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 5,000 $353K 0.35% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 4,958 $350K 0.04% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 4,911 $346K <0.01% -473 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,449 $338K <0.01% new 13F-HR Timeline Group J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 4,666 $329K 0.37% -1,128 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 4,527 $319K 0.09% new 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 4,507 $318K 0.09% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,538 $317K 0.01% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 4,500 $317K 0.01% new 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 4,494 $317K <0.01% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,480 $316K 0.02% -18,978 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 4,460 $314K 0.01% -11,746 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,408 $311K <0.01% +578 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 5,206 $310K +34 Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 4,358 $307K 0.14% -580 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,305 $304K 0.02% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 4,280 $302K <0.01% new 13F-HR Timeline Group Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $301K 0.13% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 4,259 $300K 0.01% +385 13F-HR Timeline Group VARCOV Co. More: the full row for VARCOV Co. 4,251 $300K 0.11% new 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 4,233 $298K 0.21% 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 4,168 $294K 0.11% -64 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,161 $293K <0.01% +197 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,146 $292K 0.02% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,108 $290K <0.01% new 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,104 $289K <0.01% +1,393 13F-HR/A Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,102 $289K 0.01% +2,404 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,053 $286K 0.01% -245 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 4,053 $286K 0.07% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,038 $285K 0.02% +523 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,026 $284K 0.02% -2,127 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,020 $283K 0.02% -1,548 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,972 $280K 0.01% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,964 $280K 0.1% +22 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,948 $278K 0.01% -2 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 3,911 $276K 0.27% +680 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 3,902 $275K <0.01% -5,058 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,900 $275K 0.11% -50 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 3,885 $274K 0.08% +169 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,854 $272K 0.01% +174 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,844 $271K 0.01% new 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 3,802 $268K 0.11% 0 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 3,893 $266K 0.13% +32 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 3,760 $265K 0.14% -540 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 3,712 $262K 0.01% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,700 $261K 0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,697 $261K 0.01% +108 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 3,690 $260K 0.19% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,645 $257K 0.01% +222 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,640 $257K <0.01% +925 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 3,625 $256K 0.19% +125 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,611 $255K <0.01% +2,675 13F-HR Timeline Group TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 3,601 $254K 0.03% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,708 $251K <0.01% +346 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,530 $249K 0.01% +812 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 3,430 $242K <0.01% -988 13F-HR/A Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 3,171 $241K 0.02% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 3,395 $239K 0.1% -1,596 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 3,381 $238K 0.02% new 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 3,364 $237K 0.18% +1,203 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 3,350 $236K 0.06% new 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,345 $236K 0.02% +18 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,311 $233K 0.01% new 13F-HR Timeline JB CAPITAL PARTNERS LP More: the full row for JB CAPITAL PARTNERS LP 3,281 $231K 0.04% 0 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 3,248 $229K 0.07% new 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 3,237 $228K 0.16% -11,563 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,225 $227K 0.03% +540 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 3,200 $226K 0.1% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,195 $225K <0.01% new 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,184 $225K 0.02% -781 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 3,180 $224K 0.09% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,164 $223K 0.01% new 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 3,125 $222K 0.01% new 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 3,154 $222K 0.03% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,137 $221K 0.01% new 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 3,097 $218K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 3,069 $216K 0.02% -1,395 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,059 $216K 0.03% -200 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,058 $216K <0.01% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,852 $212K 0.01% +469 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 3,000 $212K 0.03% 0 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 3,000 $212K 0.03% 0 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 3,000 $212K 0.12% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,966 $209K 0.02% -699 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,963 $209K <0.01% new 13F-HR Timeline Group AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 2,933 $207K 0.1% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,886 $203K 0.01% +143 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 2,872 $203K 0.03% new 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 2,866 $202K <0.01% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 2,857 $201K 0.08% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,817 $199K <0.01% +648 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,803 $198K 0.01% +1,570 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,565 $181K <0.01% +971 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 2,511 $177K 0.13% +2,418 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 2,638 $173K <0.01% -754 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,306 $163K <0.01% +159 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 2,100 $148K 0.09% 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,021 $143K 0.03% -393 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,982 $140K 0.01% +37 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,907 $134K <0.01% -63 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,828 $129K 0.01% -279 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,710 $121K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,625 $115K 0.04% +37 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,566 $110K <0.01% +311 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 1,560 $110K 0.02% +60 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,514 $107K <0.01% new 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 1,500 $106K 0.03% -500 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 1,500 $106K 0.06% 0 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,424 $98.2K <0.01% +700 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,392 $98.2K 0.01% +190 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,449 $98.1K 0.01% +942 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,280 $90.3K <0.01% +754 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,220 $86K <0.01% +433 13F-HR/A Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,176 $82.9K <0.01% +86 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 1,149 $81K 0.01% +657 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 1,071 $75.5K <0.01% +984 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,069 $75.4K 0.01% -1,227 13F-HR Timeline My Portfolio Guide, LLC More: the full row for My Portfolio Guide, LLC 1,050 $74K 0.04% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,043 $73.5K <0.01% +112 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,020 $71.9K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,000 $70.5K <0.01% +157 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,000 $70.5K 0.03% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 991 $64.7K <0.01% -1,538 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 900 $63.5K 0.02% +137 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 900 $63.5K <0.01% +100 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 900 $63.5K 0.03% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 862 $60.8K 0.04% +12 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 855 $60.3K <0.01% -21 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 845 $60K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 832 $56.3K <0.01% -16 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 786 $55.4K 0.16% -1,000 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 702 $49.5K <0.01% +35 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 688 $48.5K 0.01% +210 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 663 $46.7K 0.01% new 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 660 $46.5K 0.02% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 650 $45.8K <0.01% +500 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 638 $45K <0.01% +505 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 637 $44.9K 0.01% +37 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 590 $41.6K <0.01% +90 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 585 $41.2K <0.01% +200 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 547 $38.6K 0.02% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 540 $38.1K 0.03% +120 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 552 $37.4K <0.01% +113 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 530 $37.4K <0.01% -405 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 529 $37.3K <0.01% +4 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 528 $37.2K 0.02% -184 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 527 $37.2K 0.02% +427 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 515 $36.3K 0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 471 $33.2K 0.15% -899 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 456 $32.2K 0.01% new 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 452 $31.9K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 430 $30.3K <0.01% +21 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 427 $30.1K 0.01% +317 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 421 $29.7K 0.01% -342 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 390 $28.9K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 400 $28.2K 0.02% +77 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 354 $25K <0.01% -129 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 349 $24.6K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 345 $24.3K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 327 $23.1K 0.01% +22 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 325 $22.9K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 310 $21.9K 0.01% -255 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 287 $20.2K <0.01% -42 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 280 $19.7K <0.01% +54 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 274 $19.3K <0.01% new 13F-HR Timeline Group Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 250 $17.6K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 248 $17.5K <0.01% -40 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 240 $16.9K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 225 $15.9K <0.01% -50 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 220 $15.5K <0.01% 0 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 260 $15K 0.01% 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 214 $15K <0.01% +17 13F-HR Timeline