CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 424 $298K new Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 420 $295K 0.03% new 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 419 $294K 0.07% new 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 418 $294K 0.13% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 418 $294K 0.02% -188 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 415 $292K 0.01% +303 13F-HR/A Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 311 $288K 0.02% new 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 406 $285K 0.17% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 405 $285K 0.01% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 404 $284K 0.06% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 403 $283K 0.01% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 402 $283K 0.02% new 13F-HR Timeline GABELLI & Co INVESTMENT ADVISERS, INC. in group GAMCO Investors (Gabelli) More: the full row for GABELLI & Co INVESTMENT ADVISERS, INC. 400 $281K 0.04% new 13F-HR Timeline Group Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 400 $281K 0.04% new 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 400 $281K 0.21% new 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 399 $280K 0.09% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 395 $278K 0.02% new 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 395 $278K 0.15% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 394 $277K <0.01% +130 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 304 $274K 0.02% new 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 387 $272K 0.06% -247 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 385 $271K <0.01% new 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 383 $269K 0.25% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 383 $269K 0.01% new 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 382 $268K 0.1% new 13F-HR Timeline Group Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 381 $268K 0.25% new 13F-HR Timeline American Trust More: the full row for American Trust 379 $266K 0.02% -1,131 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 378 $266K 0.01% -1,950 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 376 $264K <0.01% new 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 375 $264K 0.03% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 374 $263K 0.02% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 373 $262K 0.01% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 373 $262K 0.04% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 372 $261K 0.03% +106 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 284 $257K 0.01% new 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 365 $257K 0.06% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 365 $257K 0.01% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 363 $255K 0.02% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 362 $254K 0.09% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 360 $253K 0.02% -229 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 355 $249K <0.01% new 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 355 $249K 0.04% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 353 $248K <0.01% new 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 351 $247K 0.01% -679 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 350 $246K 0.08% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 350 $246K <0.01% new 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 350 $246K 0.02% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 349 $245K 0.01% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 345 $242K 0.07% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 345 $242K 0.07% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 345 $242K 0.03% -15 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 343 $241K 0.09% new 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 341 $240K 0.09% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 340 $239K <0.01% new 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 339 $238K 0.03% new 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 338 $238K 0.09% -900 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 362 $237K 0.01% +143 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 336 $236K <0.01% -1,348 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 335 $235K 0.03% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 335 $235K 0.02% new 13F-HR Timeline Group Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 331 $233K 0.06% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 331 $232K 0.02% +138 13F-HR Timeline Hartree Partners, LP More: the full row for Hartree Partners, LP 330 $232K 0.05% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 329 $231K 0.01% new 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 328 $230K <0.01% new 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 326 $229K 0.07% new 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 326 $229K 0.07% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 325 $228K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 324 $228K 0.04% +248 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 322 $226K 0.01% +207 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 322 $226K 0.01% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 320 $225K <0.01% new 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 320 $225K 0.17% 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 332 $225K 0.03% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 318 $223K 0.03% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 261 $223K 0.09% new 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 315 $221K 0.03% new 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 315 $221K <0.01% new 13F-HR Timeline Group Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 315 $221K 0.04% new 13F-HR Timeline SANDS CAPITAL MANAGEMENT, LLC More: the full row for SANDS CAPITAL MANAGEMENT, LLC 312 $219K <0.01% new 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 312 $219K 0.08% new 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 311 $219K 0.12% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 236 $218K 0.01% new 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 310 $218K 0.25% new 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 305 $214K 0.01% new 13F-HR Timeline Group Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 305 $214K 0.08% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 304 $214K 0.01% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 303 $213K 0.11% new 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 302 $212K 0.1% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 301 $212K 0.04% +220 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 301 $212K 0.02% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 300 $211K <0.01% -200 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 300 $211K <0.01% new 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 300 $211K 0.02% new 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 300 $211K 0.35% new 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 300 $211K 0.05% new 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 298 $209K 0.12% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 297 $209K <0.01% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 225 $205K 0.13% +62 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 291 $205K 0.01% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 228 $204K 0.01% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 290 $204K 0.01% -279 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 288 $203K <0.01% +195 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 287 $202K 0.1% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 262 $200K <0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 282 $198K 0.08% +178 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 268 $188K 0.04% -352 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 250 $176K 0.04% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 242 $170K 0.06% +241 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 237 $167K <0.01% +32 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 229 $161K 0.03% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 224 $157K 0.01% -98 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 220 $155K 0.01% +211 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 214 $150K 0.05% +183 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 213 $150K <0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 195 $149K 0.1% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 209 $148K 0.1% +40 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 200 $141K 0.06% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 192 $135K 0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 182 $128K 0.07% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 180 $126K 0.06% +15 13F-HR/A Timeline Quarry LP More: the full row for Quarry LP 173 $122K 0.02% +75 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 170 $119K 0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 150 $105K 0.01% -150 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 150 $105K 0.01% -300 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 139 $97.7K <0.01% -68 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 139 $97.7K 0.04% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 129 $90.7K 0.01% new 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 119 $84K <0.01% new 13F-HR Timeline Group CFG Wealth Management Services, Inc. More: the full row for CFG Wealth Management Services, Inc. 118 $82.9K 0.08% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 113 $79.4K 0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 112 $78.7K <0.01% new 13F-HR Timeline Gladstone Capital Management LLP More: the full row for Gladstone Capital Management LLP 100 $70.3K 0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 99 $69.4K 0.01% +9 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 98 $68.9K 0.04% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 97 $68.2K 0.01% +16 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 81 $61.9K <0.01% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 88 $61.8K 0.03% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 78 $59.6K 0.01% +30 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 83 $58.3K 0.01% -2 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 83 $58.3K 0.05% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 66 $57.5K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 79 $55.5K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 76 $53.4K <0.01% +45 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 76 $53.4K 0.01% -14 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 66 $46.4K 0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 66 $46.4K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 63 $44.3K 0.01% +55 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 63 $44.3K 0.02% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 63 $44K <0.01% -82,176 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 61 $42.9K 0.05% +60 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 60 $42.2K 0.02% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 58 $40.8K <0.01% +4 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 56 $39.4K 0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 47 $38.9K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 52 $36.4K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 50 $35.1K <0.01% -13 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 50 $35.1K <0.01% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 50 $35K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 48 $33.7K 0.01% +27 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 46 $32.3K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 45 $31.6K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 45 $31.6K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 44 $30.9K <0.01% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 43 $30.2K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 41 $28.8K 0.01% +37 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 40 $28.1K 0.02% -26 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 37 $26K <0.01% +2 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 37 $26K 0.01% +19 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 35 $24.6K 0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 35 $24.6K 0.01% +19 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 35 $24.6K <0.01% +6 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 35 $24.6K 0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 34 $23.9K 0.01% +11 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 32 $22.5K <0.01% +9 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 30 $21.1K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 30 $21.1K 0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 27 $19K <0.01% -3 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 27 $19K <0.01% +20 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 27 $19K 0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 312 $18.5K 0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 25 $17.6K <0.01% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 25 $17.6K 0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 24 $16.9K <0.01% +14 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 24 $16.9K <0.01% -1 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 22 $15.5K <0.01% 0 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 22 $15.5K <0.01% -5 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 22 $15K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 15 $14.9K <0.01% +12 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 21 $14.8K <0.01% +6 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 21 $14.8K <0.01% +1 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 20 $14.1K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 20 $14.1K 0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 20 $14.1K <0.01% new 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 19 $13.4K <0.01% +7 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 18 $12.7K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 18 $12.7K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 17 $11.9K <0.01% +17 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 16 $11.2K <0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 16 $11.2K <0.01% 0 13F-HR Timeline