BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 9,840 $236K 0.05% +68 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 9,835 $236K 0.09% -272 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 9,741 $234K 0.12% +39 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 9,711 $233K 0.01% +75 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 9,591 $230K 0.09% +175 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 9,579 $230K 0.05% -1,128 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,433 $226K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 9,415 $226K 0.09% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 9,384 $225K 0.1% new 13F-HR Timeline Group Bradyco, Inc. More: the full row for Bradyco, Inc. 9,372 $225K 0.17% -1,855 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 9,325 $224K 0.03% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 9,341 $224K 0.02% -644 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9,427 $223K 0.02% +709 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 9,170 $220K 0.18% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 9,166 $220K 0.09% new 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 9,162 $220K 0.09% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 9,077 $218K 0.01% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 9,068 $217K 0.01% new 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 9,063 $217K 0.14% -4,433 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 9,028 $216K <0.01% +3,021 13F-HR Timeline Group Versor Investments LP More: the full row for Versor Investments LP 9,000 $216K 0.04% -6,600 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 8,777 $210K 0.01% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 8,773 $210K 0.02% +1,300 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 8,769 $210K 0.21% new 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 8,761 $210K 0.02% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 8,742 $210K 0.03% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 8,683 $209K 0.01% +225 13F-HR Timeline Group PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 8,607 $206K 0.1% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 8,512 $204K 0.09% -5,209 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 8,466 $203K 0.01% +2,574 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 8,422 $202K 0.14% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 8,395 $201K 0.02% new 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 8,387 $201K 0.01% +57 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 8,368 $201K 0.04% -4,200 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 8,356 $200K 0.05% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 8,355 $200K 0.01% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,315 $199K <0.01% +4,395 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 8,000 $192K 0.1% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 8,039 $192K <0.01% +7,417 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,716 $185K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,255 $174K 0.01% +2,233 13F-HR Timeline Group PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 6,936 $166K 0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,819 $164K 0.02% +133 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 6,695 $161K 0.09% +1,836 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 6,597 $158K 0.12% 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 6,314 $151K 0.02% +280 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 6,260 $150K 0.13% -505 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 5,970 $143K 0.01% -1,845 13F-HR/A Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5,925 $142K 0.09% -416 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,218 $134K <0.01% +3,002 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5,508 $132K 0.1% -981 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 5,346 $128K 0.1% +17 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,319 $128K 0.03% +1,076 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5,237 $126K 0.02% -453 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,165 $124K <0.01% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 5,588 $122K 0.08% -1,669 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 4,939 $118K 0.01% -1,574 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,811 $115K 0.01% new 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 4,763 $114K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,523 $108K 0.01% +3,101 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 4,289 $103K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,283 $103K <0.01% -174 13F-HR Timeline Group Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 4,272 $102K 0.04% -750 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 4,288 $102K 0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,303 $98.7K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,115 $98.7K <0.01% -2,455 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 4,022 $96K <0.01% +1,753 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,845 $92K 0.01% +1,092 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,836 $92K <0.01% +3,521 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 3,604 $86.4K 0.03% +1 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,478 $83.4K <0.01% +482 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,415 $81.9K 0.01% +1,495 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 3,293 $79K <0.01% 0 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,264 $78.3K 0.04% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,214 $77.1K 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. 3,212 $77K <0.01% new 13F-HR Timeline Group OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 3,349 $74.3K <0.01% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 3,000 $71.9K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,984 $71.6K <0.01% +6 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,866 $68.7K 0.02% -823 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,528 $60.6K 0.03% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,496 $59.9K 0.01% -10 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2,479 $59.4K 0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 2,449 $58.7K 0.02% +21 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,409 $57.8K <0.01% +383 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,347 $57K 0.01% -3,383 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,372 $56.9K 0.01% +41 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 2,334 $56K 0.03% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,332 $55.9K <0.01% -1,319 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,202 $52.8K <0.01% +387 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,200 $52.8K 0.02% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,273 $52.3K 0.02% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,000 $48K 0.02% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,969 $47.2K 0.04% +14 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,954 $46.9K 0.01% +1,864 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,920 $46K <0.01% +1,150 13F-HR/A Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,910 $45.8K 0.01% -741 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,828 $43.8K <0.01% -473 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 1,627 $39K <0.01% +1,287 13F-HR Timeline Group New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,602 $38.4K 0.02% -832 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,524 $36.5K 0.01% new 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,492 $35.8K 0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,491 $35.8K <0.01% +328 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 8,520 $34.8K 0.01% +8,064 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 1,406 $33.7K 0.02% -683 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,364 $32.7K <0.01% +183 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,327 $31.8K <0.01% +210 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,270 $30.5K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,250 $30K <0.01% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,245 $29.9K 0.03% -32 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,241 $29.8K 0.01% +78 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,137 $27.3K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,084 $26K 0.01% +45 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,050 $25.2K 0.01% +20 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,008 $24.2K <0.01% -179 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,004 $24K <0.01% -27 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,000 $24K <0.01% -1,000 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 995 $23.9K 0.01% +80 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 988 $23.7K <0.01% -1,693 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 964 $23.1K 0.01% -542 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 940 $22.5K 0.01% +8 13F-HR Timeline Trust Co More: the full row for Trust Co 923 $22.1K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 930 $22K 0.01% +5 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 905 $21.7K <0.01% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 903 $21.7K 0.01% new 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 882 $21.2K <0.01% -35 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 855 $20.5K <0.01% -26 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 845 $20.3K <0.01% +28 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 818 $19.6K <0.01% -196 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 810 $19.4K 0.02% +767 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 789 $18.9K <0.01% +3 13F-HR/A Timeline Abound Wealth Management More: the full row for Abound Wealth Management 769 $18.4K 0.01% -12 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 754 $18.1K 0.1% new 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 755 $18K <0.01% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 750 $18K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 744 $17.8K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 698 $16.7K <0.01% +321 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 693 $16.6K 0.01% new 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 667 $16K <0.01% -10 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 645 $15.5K 0.01% +53 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 638 $15.3K <0.01% +238 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 622 $14.9K 0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 577 $13.8K 0.01% 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 570 $13.7K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 565 $13.5K 0.01% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 564 $13.5K <0.01% -1,586 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 562 $13.5K <0.01% -385 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 558 $13.4K <0.01% 0 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 550 $13.2K <0.01% +495 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 534 $12.8K 0.01% +3 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 526 $12.6K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 514 $12.3K <0.01% -46 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 509 $12K <0.01% -194 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 500 $12K 0.01% new 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 498 $11.9K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 481 $11.5K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 481 $11.5K <0.01% +475 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 479 $11.5K 0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 457 $11K 0.01% +1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 440 $10.6K <0.01% +236 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 434 $10.4K 0.01% +11 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 431 $10.3K <0.01% +218 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 495 $10K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 449 $10K 0.01% 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 369 $8.85K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 366 $8.78K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 361 $8.62K <0.01% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 344 $8.25K <0.01% +282 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 344 $8.25K <0.01% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 369 $8K 0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 344 $8K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 333 $7.98K <0.01% +100 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 303 $7.27K <0.01% -257 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 302 $7.24K <0.01% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 300 $7.19K <0.01% +50 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 297 $7.12K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 316 $7K <0.01% +205 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 289 $6.93K <0.01% +141 13F-HR/A Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 275 $6.59K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 273 $6.55K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 269 $6.44K <0.01% +59 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 267 $6.4K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 266 $6.38K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 275 $6.31K <0.01% +95 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 253 $6.07K <0.01% +2 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 251 $6.03K <0.01% +215 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 247 $5.92K <0.01% +82 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 242 $5.8K <0.01% +17 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 232 $5.56K 0.01% +22 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 218 $5.23K <0.01% +18 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 222 $5K <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 204 $4.9K <0.01% new 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 184 $4.41K <0.01% 0 13F-HR/A Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 184 $4K <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 171 $4K <0.01% -4,845 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 164 $3.93K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 162 $3.88K <0.01% +102 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 154 $3.69K <0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 151 $3.62K <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 150 $3.6K <0.01% 13F-HR Timeline