ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 3,035 $218K 0.08% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 3,034 $218K <0.01% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,033 $218K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,009 $216K 0.01% +327 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,993 $215K 0.01% -278 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 2,976 $214K 0.05% +21 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,962 $213K 0.01% -58 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,926 $210K 0.01% -1,807 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,924 $210K 0.02% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,913 $209K 0.01% -1,110 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 2,911 $209K <0.01% -6,245 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,871 $206K <0.01% -291 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,872 $206K 0.01% -507 13F-HR Timeline Group LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 2,861 $205K 0.03% new 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 2,841 $204K 0.11% new 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 2,839 $204K 0.03% -182 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,803 $201K <0.01% new 13F-HR Timeline Group Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,795 $201K 0.05% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,741 $197K 0.01% +2,611 13F-HR Timeline Group Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 2,710 $194K <0.01% +992 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,704 $194K 0.1% +572 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,650 $190K <0.01% -163 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,564 $184K <0.01% +59 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,552 $183K <0.01% -35 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 2,388 $171K 0.11% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 2,274 $166K 0.12% 0 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 2,191 $157K 0.01% +7 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 2,150 $157K 0.08% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 2,161 $155K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,134 $155K <0.01% -37 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,090 $150K <0.01% -851 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,082 $149K <0.01% +623 13F-HR/A Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,994 $143K 0.01% +622 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,957 $140K 0.02% -6 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,953 $140K <0.01% +189 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,940 $139K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,868 $134K 0.01% +5 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,859 $133K <0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,813 $130K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,741 $126K <0.01% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,732 $124K <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,670 $124K <0.01% -845 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 1,720 $123K 0.08% -300 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 1,702 $122K <0.01% +35 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,702 $122K 0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 1,675 $120K 0.09% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,636 $117K 0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,611 $116K 0.05% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,580 $113K 0.01% -112 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,564 $112K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,555 $112K 0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 1,553 $111K 0.06% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 1,544 $111K 0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,486 $107K 0.03% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 1,456 $104K 0.1% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,429 $103K <0.01% -16 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 1,425 $102K 0.05% +11 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,412 $101K 0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 1,350 $96.9K 0.03% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,301 $93.4K 0.01% -34 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,280 $91.9K 0.01% -188 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,275 $91.5K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,200 $86.1K 0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,183 $84.9K 0.05% 0 13F-HR Timeline Galaxy Digital Capital Management GP LLC in group Galaxy Group Investments LLC More: the full row for Galaxy Digital Capital Management GP LLC 1,171 $84K 0.11% new 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,154 $82.8K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,107 $79.4K 0.01% -8 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,105 $79.4K 0.01% +48 13F-HR Timeline Group FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,093 $78.4K 0.06% -5,076 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,088 $78.1K <0.01% +200 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,050 $75.3K 0.03% -50 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,038 $74.5K <0.01% +4 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,010 $72.5K 0.02% +919 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1,004 $72K 0.11% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 939 $67.4K 0.06% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 904 $64.9K <0.01% +4 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 879 $63.1K 0.04% +14 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 821 $58.9K 0.01% -11,472 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 820 $58.8K <0.01% +12 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 799 $57.5K <0.01% -17 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 754 $54.2K 0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 752 $53.9K 0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 737 $52.9K <0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 707 $50.9K 0.03% -16 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 696 $49.9K 0.02% +356 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 671 $48.3K 0.01% +141 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 667 $47.9K <0.01% -95 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 600 $43.1K <0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 600 $43.1K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 594 $43K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 592 $42.5K <0.01% -631 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 580 $41.6K <0.01% -225 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 579 $41.5K <0.01% +16 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 569 $40.8K <0.01% +1 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 533 $38.3K 0.03% +4 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 530 $38K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 530 $38K 0.01% 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 500 $36K <0.01% -500 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 500 $35.9K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 500 $35.9K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 485 $34.8K <0.01% +23 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 470 $33.7K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 451 $32.4K 0.02% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 449 $32.2K <0.01% new 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 438 $31.4K <0.01% +135 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 428 $30.7K <0.01% +275 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 425 $30.5K <0.01% +5 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 416 $29.9K <0.01% -197 13F-HR Timeline Group BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 415 $29.8K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 407 $29.2K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 391 $28.1K <0.01% +93 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 354 $25.4K <0.01% -29 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 352 $25.3K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 350 $25.1K 0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 339 $24.3K 0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 333 $23.9K <0.01% -1 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 314 $23K <0.01% +33 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 289 $20.7K <0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 286 $20.5K 0.02% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 256 $18.4K <0.01% +50 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 255 $18.3K <0.01% -86 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 248 $17.8K <0.01% +1 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 244 $17.5K 0.01% +154 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 234 $16.8K <0.01% 0 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 230 $16.5K <0.01% new 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 230 $16.5K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 229 $16.4K <0.01% -6 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 227 $16.3K <0.01% -220 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 222 $16.2K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 205 $15K <0.01% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 208 $14.9K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 207 $14.8K <0.01% -560 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 200 $14.4K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 196 $14.1K <0.01% +85 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 200 $14K <0.01% -633 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 188 $13.5K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 184 $13.2K <0.01% -27 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 182 $13K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 174 $12.5K <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 172 $12.3K <0.01% -1 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 170 $12K <0.01% -50 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 168 $12K 0.01% -116 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 164 $11.8K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 163 $11.7K <0.01% -7 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 155 $11.1K 0.01% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 150 $10.8K 0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 143 $10.3K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 134 $9.62K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 129 $9.26K <0.01% -81 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 125 $8.96K 0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 124 $8.91K <0.01% +42 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 121 $8.69K 0.04% +1 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 120 $8.61K <0.01% +22 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 117 $8.4K <0.01% +4 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 103 $7.39K <0.01% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 100 $7.18K 0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 98 $7.03K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 92 $6.6K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 78 $5.6K <0.01% +38 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 74 $5.31K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 70 $5.02K <0.01% -240 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 65 $4.66K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 64 $4.59K <0.01% +35 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 63 $4.52K <0.01% +6 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 63 $4.52K <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 61 $4.38K <0.01% -86 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 60 $4.3K <0.01% 0 13F-HR Timeline OP Asset Management Ltd More: the full row for OP Asset Management Ltd 56 $4.02K <0.01% new 13F-HR/A Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 56 $4.02K <0.01% new 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 57 $4K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 55 $3.98K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 54 $3.88K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 54 $3.88K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 53 $3.85K <0.01% +8 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 53 $3.78K <0.01% -33 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 49 $3.52K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 47 $3.37K <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 45 $3.23K <0.01% new 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 43 $3.09K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 42 $3.01K <0.01% -1,415 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 42 $3.01K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 41 $2.94K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 40 $2.87K <0.01% new 13F-HR/A Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 38 $2.73K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 38 $2.73K <0.01% 0 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 37 $2.67K <0.01% -541 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 37 $2.66K <0.01% +2 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 36 $2.58K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 36 $2.58K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 35 $2.51K <0.01% -4,021 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 33 $2.37K <0.01% +7 13F-HR/A Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 30 $2.15K <0.01% +6 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 29 $2.08K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 28 $2.01K <0.01% +12 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 28 $2.01K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 34 $2K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 27 $1.94K <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 26 $1.87K <0.01% -194 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 23 $1.67K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 20 $1.44K <0.01% -115 13F-HR Timeline