Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,224 $217K <0.01% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,165 $214K <0.01% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,162 $214K 0.01% new 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 4,154 $214K 0.1% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 4,142 $213K <0.01% -6,713 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,138 $213K <0.01% new 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 4,129 $212K <0.01% new 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 4,125 $212K 0.06% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,118 $212K 0.01% new 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 4,097 $211K <0.01% new 13F-HR Timeline Group BWM Planning, LLC More: the full row for BWM Planning, LLC 4,085 $210K 0.05% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,242 $210K <0.01% new 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 4,000 $206K 0.02% new 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 3,987 $205K 0.04% new 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 3,986 $205K 0.2% new 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,985 $205K <0.01% new 13F-HR Timeline Group FORA Capital, LLC More: the full row for FORA Capital, LLC 3,960 $204K 0.01% new 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 3,932 $202K <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,918 $201K 0.05% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,910 $201K 0.01% -10 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,849 $198K 0.01% -1,282 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,530 $182K 0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,457 $178K 0.09% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,217 $165K <0.01% +3,000 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,203 $165K <0.01% +2,590 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 3,053 $157K 0.02% -227 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,975 $153K <0.01% +800 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,909 $150K 0.01% -514 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,870 $148K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,834 $146K 0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,745 $141K 0.03% +2,167 13F-HR/A Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 2,701 $139K 0.05% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,644 $136K 0.01% +76 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,485 $128K <0.01% +86 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,451 $126K 0.01% +201 13F-HR Timeline Group AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 2,414 $124K 0.11% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,379 $122K <0.01% -126 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,352 $121K 0.02% +2,271 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,318 $119K <0.01% -514 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 2,155 $111K 0.07% +400 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,100 $108K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,090 $108K 0.05% +42 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 2,000 $103K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,947 $100K 0.01% +109 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,872 $94.5K <0.01% -28 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,803 $92.7K 0.01% +18 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,792 $92K 0.02% -759 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,716 $88.6K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,694 $87.1K <0.01% -12 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 1,560 $80.2K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,532 $78.8K 0.01% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 1,500 $77.1K 0.05% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 1,496 $76.9K 0.02% +26 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,476 $75.9K 0.01% +99 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,378 $70.9K 0.07% +319 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,333 $68.5K 0.04% -86 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,310 $67.4K 0.04% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,296 $66.6K 0.04% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,294 $66.5K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,309 $66K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,246 $64.1K <0.01% +8 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,240 $63.8K <0.01% +385 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,200 $61.7K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1,191 $61.4K 0.01% +1,119 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,142 $58.7K 0.01% +242 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,130 $58.1K 0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,107 $56.9K 0.02% +1 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,095 $56.3K <0.01% +100 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,083 $55.7K 0.01% -503 13F-HR/A Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 1,078 $55.4K 0.03% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,076 $55.4K 0.01% +5 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,020 $52.4K <0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,000 $51.4K 0.01% 0 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 1,000 $51.4K 0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 960 $49.4K <0.01% +264 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 960 $49.4K <0.01% -7,280 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 936 $48.1K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 937 $48K <0.01% -6 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 915 $47.2K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 891 $46K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 921 $45.5K <0.01% -2 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 871 $44.8K <0.01% +455 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 860 $44.2K 0.02% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 842 $43.3K 0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 837 $43.2K 0.02% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 800 $41.1K 0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 798 $41K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 765 $39.3K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 756 $38.9K <0.01% -16 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 752 $38.6K <0.01% +40 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 722 $37.1K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 720 $37K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 713 $36.7K 0.01% +3 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 699 $36K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 640 $32.9K 0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 625 $32.2K 0.02% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 631 $32.2K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 626 $32.2K 0.01% +3 13F-HR/A Timeline SHP Wealth Management More: the full row for SHP Wealth Management 622 $32K <0.01% -24 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 610 $31.4K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 607 $31.2K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 613 $31.1K <0.01% +6 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 600 $30.9K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 590 $30.4K <0.01% -256 13F-HR Timeline Group Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 565 $29.1K 0.02% -565 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 552 $28.4K 0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 550 $28.3K 0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 547 $28.1K 0.02% +51 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 542 $27.9K <0.01% -151 13F-HR Timeline OSSIAM More: the full row for OSSIAM 542 $27.9K <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 540 $27.8K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 533 $27.4K <0.01% -70 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 533 $27.4K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 527 $27.1K <0.01% +7 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 526 $27.1K <0.01% -119 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 511 $26.3K 0.01% -29 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 510 $26.2K 0.01% +93 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 500 $25.7K 0.02% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 455 $23.4K <0.01% -11 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 453 $23.3K <0.01% 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 449 $23.1K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 423 $22K <0.01% -16 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 421 $21.6K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 416 $21.4K <0.01% -4 13F-HR/A Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 407 $20.9K 0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 400 $20.6K 0.01% +86 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 400 $20.6K 0.01% 0 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 391 $20.1K <0.01% +2 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 381 $19.6K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 380 $19.6K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 380 $19.5K <0.01% -10 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 374 $19.2K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 372 $19.1K <0.01% 0 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 368 $19K 0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 350 $18K 0.01% +1 13F-HR/A Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 350 $18K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 344 $17.7K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 339 $17.4K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 338 $17.4K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 321 $16.2K <0.01% -66 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 314 $16.1K <0.01% -59 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 313 $16.1K 0.01% +1 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 318 $16.1K <0.01% +12 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 308 $15.8K 0.01% +306 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 301 $15.5K <0.01% +69 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 301 $15.5K <0.01% -147 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 300 $15.4K 0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 300 $15.4K 0.01% +200 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 300 $15.4K <0.01% -6 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 299 $15.4K <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 296 $15.2K 0.01% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 375 $15K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 290 $14.9K <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 272 $14K 0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 270 $13.9K <0.01% +1 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 266 $13.7K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 258 $13.3K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 250 $12.9K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 240 $12.3K 0.01% -200 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 235 $12.1K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 221 $11.4K <0.01% -9 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 221 $11.4K 0.01% -3 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 220 $11.3K <0.01% +77 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 216 $11.1K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 211 $10.8K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 210 $10.8K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 208 $10.7K <0.01% -21 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 207 $10.6K <0.01% -12 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 204 $10.5K <0.01% 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 200 $10.3K <0.01% 0 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 200 $10.3K <0.01% 0 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 200 $10.3K <0.01% 0 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 200 $10.3K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 199 $10.2K <0.01% -66 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 197 $10.1K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 190 $10K 0.01% -1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 186 $9.56K <0.01% +73 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 179 $9.2K <0.01% +104 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 179 $9.2K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 171 $8.79K <0.01% +153 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 168 $8.64K 0.01% +31 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 162 $8.31K +1 Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 157 $8.07K <0.01% +21 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 157 $8.07K <0.01% +20 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 155 $7.97K <0.01% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 151 $7.78K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 150 $7.71K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 149 $7.69K <0.01% -107 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 148 $7.61K <0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 146 $7.51K <0.01% 0 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 143 $7.35K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 143 $7.35K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 140 $7.2K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 140 $7.2K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 140 $7.2K 0.02% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 139 $7.15K <0.01% -400 13F-HR/A Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 158 $7.11K <0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 138 $7.1K 0.01% 0 13F-HR Timeline NBH Bank More: the full row for NBH Bank 138 $7.1K <0.01% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 135 $6.94K <0.01% +51 13F-HR Timeline