Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,891 $471K 0.02% new 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,833 $457K <0.01% -420 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,825 $454K <0.01% -169 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,810 $451K 0.01% -1,368 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,808 $450K 0.01% +674 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,800 $448K 0.03% 0 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 1,793 $447K 0.12% -45 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,790 $446K 0.15% +4 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,782 $444K 0.01% -85 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 1,772 $441K <0.01% 0 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 1,754 $434K <0.01% +1,076 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,740 $434K <0.01% +417 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,740 $433K 0.02% +61 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,776 $433K 0.01% -548 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,726 $430K 0.01% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 1,719 $428K 0.18% -89 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,714 $427K 0.01% -185 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,708 $426K 0.01% +308 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 1,710 $426K <0.01% -16,107 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,696 $422K 0.04% -50 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) 1,692 $421K 0.01% -1,162 13F-HR Timeline Group Longaeva Partners L.P. More: the full row for Longaeva Partners L.P. 1,674 $417K 0.02% new 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 1,661 $414K 0.65% +25 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,661 $414K 0.01% -241 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,655 $412K <0.01% -501 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,624 $405K 0.03% +37 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,612 $402K <0.01% +170 13F-HR Timeline Group GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,595 $397K <0.01% +388 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 1,593 $397K 0.01% -2,323 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,579 $393K <0.01% +6 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,573 $392K 0.01% -68 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 1,567 $390K 0.02% -342 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,560 $389K 0.01% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,535 $382K 0.01% +1 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,515 $377K 0.05% +147 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 1,500 $374K 0.18% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,495 $372K 0.02% +372 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,452 $362K <0.01% +216 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,432 $357K <0.01% -1 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,425 $355K 0.01% +151 13F-HR Timeline Group GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 1,400 $349K 0.04% -400 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,371 $341K 0.06% +1,296 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,355 $338K 0.05% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,348 $336K <0.01% +169 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,343 $335K <0.01% -8 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,311 $327K 0.01% -64 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,306 $325K 0.01% 0 13F-HR Timeline Group DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,300 $324K 0.08% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,219 $320K 0.04% +103 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 1,282 $319K <0.01% -2 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,241 $318K 0.03% +55 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,272 $317K 0.01% new 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 1,272 $317K 0.11% -1,070 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 1,261 $314K 0.15% -160 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,260 $314K 0.02% +176 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,260 $314K <0.01% new 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,257 $313K 0.01% +65 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,238 $308K 0.01% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,217 $303K 0.05% +110 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,203 $300K 0.03% -256 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,203 $300K 0.01% -124 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,188 $296K 0.11% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,186 $295K 0.03% +33 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,178 $294K 0.01% +183 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 1,179 $294K 0.01% -303 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,177 $293K 0.02% +43 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,133 $282K 0.03% -699 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,128 $281K 0.03% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,124 $280K 0.01% -475 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,112 $277K <0.01% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,111 $277K 0.06% -62 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,105 $275K <0.01% -92 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,101 $274K 0.01% +279 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,099 $274K 0.01% -3 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,098 $273K <0.01% -674 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,095 $273K 0.03% 0 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 1,096 $273K 0.16% 0 13F-HR Timeline EdgePoint Investment Group Inc. More: the full row for EdgePoint Investment Group Inc. 1,075 $268K <0.01% -389 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 1,062 $265K 0.05% new 13F-HR Timeline Sovereign's Capital Management, LLC More: the full row for Sovereign's Capital Management, LLC 1,047 $261K 0.19% -72 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 1,045 $260K 0.08% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,032 $257K 0.01% +96 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,025 $256K 0.03% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,025 $255K 0.02% -22 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,024 $255K <0.01% -55 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,017 $253K 0.03% new 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 1,008 $251K 0.11% -51 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 1,000 $249K 0.17% 0 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 997 $248K 0.02% -333 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 994 $248K 0.04% -98 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 992 $247K <0.01% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 990 $247K <0.01% 0 13F-HR Timeline Group denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 960 $239K 0.1% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 959 $239K 0.02% -46 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 939 $234K 0.04% new 13F-HR Timeline Group PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 933 $232K 0.01% new 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 887 $221K <0.01% -139 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 885 $220K 0.02% -125 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 881 $219K 0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 878 $219K 0.03% +446 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 876 $218K 0.06% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 866 $217K <0.01% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 864 $215K <0.01% +41 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 864 $215K 0.02% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 853 $212K 0.04% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 850 $212K 0.01% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 843 $210K <0.01% 0 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 840 $210K 0.06% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 841 $209K 0.04% +503 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 839 $209K <0.01% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 797 $208K 0.04% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 830 $207K 0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 843 $206K 0.01% -9 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 817 $203K <0.01% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 811 $202K <0.01% new 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 810 $202K 0.01% -121 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 708 $176K 0.01% 0 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 701 $175K 0.01% new 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 675 $168K 0.02% 0 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 668 $166K <0.01% -4,345 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 640 $159K 0.03% +638 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 612 $152K 0.06% -13 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 606 $151K <0.01% +52 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 590 $147K <0.01% +137 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 588 $146K 0.04% -38 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 585 $146K 0.14% +1 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 581 $145K 0.04% +2 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 577 $144K 0.01% +5 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 507 $126K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 455 $113K 0.01% +5 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 558 $106K 0.03% -1,064 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 390 $97.1K 0.01% +9 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 371 $92.4K <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 362 $90.2K 0.01% -45 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 350 $87.2K <0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 350 $87.2K <0.01% +190 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 350 $87.2K 0.05% -50 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 337 $83.9K 0.01% -126 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 337 $83.9K 0.01% +11 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 320 $79K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 310 $77.4K <0.01% -40 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 310 $77K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 307 $76.5K <0.01% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 288 $71.7K <0.01% new 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 283 $70.6K <0.01% +23 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 274 $68.2K <0.01% +200 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 271 $67.5K 0.01% +6 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 250 $62.3K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 256 $60.9K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 236 $58.8K 0.05% -97 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 216 $53.8K <0.01% +2 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 189 $47K 0.03% -3 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 178 $44.3K <0.01% +164 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 168 $41.8K <0.01% new 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 166 $41.3K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 143 $35.6K 0.03% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 132 $35K 0.02% -4 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 140 $35K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 132 $32.9K 0.03% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 108 $26.9K <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 107 $26.7K 0.02% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 100 $25K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 100 $25K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 100 $24.9K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 100 $24.9K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 98 $24.4K <0.01% +2 13F-HR Timeline Group Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 97 $24.2K 0.01% +1 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 96 $23.9K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 91 $22.7K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 89 $22.2K <0.01% +1 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 85 $21.2K <0.01% +11 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 75 $19K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 75 $18.7K 0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 90 $18.7K <0.01% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 74 $18.5K <0.01% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 70 $17.4K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 59 $14.7K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 59 $14.7K 0.01% +25 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 56 $13.9K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 55 $13.7K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 54 $13.4K <0.01% +4 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 53 $13.2K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 50 $12.5K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 48 $12K <0.01% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 47 $11.7K <0.01% -9 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 46 $11.5K <0.01% 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 45 $11.2K 0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 41 $10.2K 0.01% 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 41 $10.2K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 40 $9.96K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 40 $9.96K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 39 $9.74K <0.01% +21 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 38 $9.47K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 36 $8.97K 0.01% +30 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 33 $8.22K <0.01% +2 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 31 $7.72K <0.01% new 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 31 $7.72K <0.01% +29 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 30 $7.47K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 29 $7.22K <0.01% +6 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 29 $7.22K <0.01% 0 13F-HR Timeline