MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,073 $340K 0.01% new 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 3,030 $335K 0.01% new 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,003 $332K 0.01% +3 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,978 $329K 0.01% -60 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 2,900 $321K 0.27% 0 13F-HR/A Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,845 $315K 0.05% +81 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,840 $314K 0.02% +808 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,838 $314K 0.16% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,818 $312K 0.01% -18 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,811 $311K 0.02% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,805 $310K <0.01% +110 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,804 $310K 0.03% -153 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,782 $308K 0.01% new 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,767 $306K 0.02% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,743 $303K 0.01% -10 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 2,741 $303K 0.02% -309 13F-HR/A Timeline Group Balentine LLC More: the full row for Balentine LLC 2,713 $300K 0.01% +376 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,712 $300K 0.01% +324 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 2,711 $300K 0.03% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,707 $299K 0.02% +372 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,701 $299K <0.01% -276 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 2,697 $298K 0.01% -3,624 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,673 $296K 0.04% +1 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,663 $295K 0.07% +185 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,643 $292K 0.01% -414 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,643 $292K 0.06% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,448 $292K 0.03% -224 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 2,633 $291K 0.04% -8,756 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,627 $291K 0.01% +331 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,588 $286K <0.01% 0 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 2,562 $283K 0.03% -170 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,414 $283K 0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,553 $282K <0.01% +83 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,513 $278K new Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,500 $277K 0.17% -23 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,498 $276K 0.13% -146 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,491 $276K 0.09% -44 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,483 $275K 0.02% +388 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,480 $274K 0.02% new 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 2,475 $274K 0.12% 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,463 $272K 0.02% +1,111 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,437 $270K 0.01% -70 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 2,435 $269K 0.01% +11 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,423 $268K 0.02% -193 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,422 $268K 0.1% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,311 $267K 0.01% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,364 $262K 0.01% +288 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,355 $260K <0.01% -39,481 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,347 $260K <0.01% -1,246 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,335 $258K +110 Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,313 $256K 0.02% +44 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 2,310 $255K 0.03% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,304 $255K <0.01% -613 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,247 $249K 0.04% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,218 $245K 0.11% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,210 $244K 0.01% +27 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 2,205 $244K 0.08% -16 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 2,203 $244K 0.15% 0 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 2,200 $243K 0.03% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 2,198 $243K 0.14% +11 13F-HR Timeline OSSIAM More: the full row for OSSIAM 2,192 $242K <0.01% +458 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,180 $241K 0.01% +228 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 2,163 $239K 0.02% -20 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,161 $239K 0.04% -173 13F-HR Timeline Group BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 2,138 $236K 0.03% -909 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,113 $234K 0.01% new 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 2,107 $233K 0.06% -777 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,105 $233K 0.01% -115 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2,100 $232K <0.01% -4,500 13F-HR Timeline Group MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,099 $232K 0.03% -495 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,097 $232K <0.01% 0 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 2,082 $230K 0.02% -9,083 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,079 $230K 0.01% -1,147 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,079 $230K 0.01% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 2,071 $229K 0.02% -75,962 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,050 $227K 0.02% -61 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,049 $227K 0.01% +118 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,049 $227K 0.01% -1,596 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,046 $226K 0.05% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,042 $226K 0.07% 0 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 2,040 $226K 0.01% -3,240 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,036 $225K 0.01% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,030 $225K <0.01% +17 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,022 $224K 0.03% -2,370 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,017 $223K 0.01% -778 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 2,020 $223K 0.03% +150 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,000 $221K 0.07% -2,482 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,993 $220K 0.02% -16,125 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,969 $218K 0.02% -135 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,942 $215K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,929 $213K 0.02% +23 13F-HR Timeline Spahn Wealth & Retirement LLC More: the full row for Spahn Wealth & Retirement LLC 1,915 $212K 0.14% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,909 $211K 0.01% -84 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,900 $210K 0.03% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,890 $209K 0.01% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,887 $209K 0.02% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,873 $207K <0.01% +386 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,864 $206K 0.01% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 1,860 $206K 0.03% -115 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,860 $206K 0.01% +5 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,852 $205K <0.01% 0 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,853 $205K 0.1% -90 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,850 $205K 0.08% -165 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,800 $199K 0.1% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,792 $198K <0.01% +81 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,585 $175K <0.01% +156 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,502 $166K <0.01% +654 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,439 $159K <0.01% 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,397 $155K 0.01% 0 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,381 $153K 0.04% -31 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,278 $141K <0.01% +85 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,268 $140K <0.01% +159 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,255 $139K 0.02% -38 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,244 $138K 0.1% -5 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,227 $136K <0.01% +120 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,165 $129K 0.04% -136 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,104 $122K 0.07% +697 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,095 $121K <0.01% -2,318 13F-HR/A Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,077 $119K 0.01% -11 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,041 $115K 0.01% +466 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,036 $115K 0.08% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,022 $113K <0.01% 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 1,000 $111K 0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 997 $110K <0.01% -1,076 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 985 $109K <0.01% -69 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 977 $108K <0.01% -272 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 956 $106K 0.04% +53 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 947 $105K <0.01% +929 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 925 $102K 0.02% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 910 $101K <0.01% 0 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 864 $96K 0.02% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 866 $95.8K 0.01% +503 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 848 $93.8K 0.01% +45 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 835 $92.3K 0.01% +15 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 825 $91.3K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 800 $88.5K 0.02% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 787 $87K 0.01% +174 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 761 $84.2K <0.01% -75 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 723 $83.1K 0.03% -26 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 747 $82K 0.05% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 732 $81.1K <0.01% -116 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 704 $77.9K 0.05% 0 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 688 $76.1K <0.01% new 13F-HR/A Timeline Key Financial Inc More: the full row for Key Financial Inc 654 $72.3K 0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 648 $72K 0.05% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 607 $67K 0.01% -12 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 584 $64.6K 0.01% -25 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 573 $63.4K <0.01% +376 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 535 $59.2K 0.01% -650 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 503 $55.6K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 500 $55.3K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 490 $54.2K 0.03% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 486 $53.8K 0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 477 $52.8K <0.01% new 13F-HR/A Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 444 $49.1K 0.03% +54 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 400 $44.2K 0.01% 0 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 388 $42.9K 0.02% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 300 $40.9K <0.01% +256 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 369 $40.8K 0.01% +181 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 359 $39.7K <0.01% +5 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 346 $38K 0.01% -120 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 343 $37.9K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 342 $37.8K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 331 $36.6K 0.01% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 329 $36.4K 0.03% 13F-HR Timeline Franchise Capital Ltd More: the full row for Franchise Capital Ltd 327 $36.2K 0.02% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 316 $36K 0.03% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 310 $34.3K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 300 $34.3K <0.01% -286 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 309 $34K 0.02% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 300 $33K 0.01% new 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 294 $32.6K <0.01% -39 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 290 $32.1K <0.01% +62 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 290 $32.1K <0.01% -8 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 287 $31.7K <0.01% +167 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 284 $31.4K <0.01% -1,248 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 281 $31.1K 0.01% +18 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 269 $30.2K 0.02% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 267 $29K <0.01% -23 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 251 $27.8K <0.01% -16 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 245 $27.1K <0.01% -37 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 232 $25.7K <0.01% +6 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 229 $25.3K 0.01% +18 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 222 $24.6K 0.01% new 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 22,116 $24.5K 0.96% +3,360 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 220 $24.4K 0.01% +1 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 220 $24.3K 0.02% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 225 $24K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 216 $24K <0.01% +196 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 209 $23.1K 0.01% -197 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 207 $22.9K <0.01% -548 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 204 $22.6K 0.03% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 200 $22.1K 0.01% new 13F-HR/A Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 200 $22.1K 0.01% -130 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 200 $22.1K <0.01% -12 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 198 $21.9K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 193 $21.3K <0.01% +88 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 187 $20.7K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 183 $20.2K <0.01% -9 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 181 $20K <0.01% 0 13F-HR Timeline