CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 3,279 $275K 0.03% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,901 $275K <0.01% new 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 3,893 $274K <0.01% -657 13F-HR Timeline Group Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 3,864 $272K 0.06% +2,155 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,167 $264K 0.01% new 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 3,750 $264K 0.05% 0 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 3,719 $262K 0.03% 0 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 3,716 $262K 0.01% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,697 $260K 0.01% +214 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 3,696 $260K 0.01% new 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 3,681 $258K 0.01% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,645 $257K 0.05% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,643 $256K 0.01% -87 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 3,609 $254K 0.04% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,600 $253K 0.01% -22,346 13F-HR Timeline Group Claret Asset Management Corp More: the full row for Claret Asset Management Corp 3,575 $252K 0.03% -51 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,579 $252K 0.01% -51 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,538 $249K 0.05% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,514 $247K 0.05% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,456 $243K <0.01% +7 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,442 $242K 0.02% new 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 3,416 $240K <0.01% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,409 $240K <0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,378 $238K <0.01% -21 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,370 $237K 0.01% 0 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 3,365 $237K 0.09% -325 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 3,361 $237K 0.02% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,349 $236K 0.01% +586 13F-HR/A Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 3,320 $234K 0.03% 0 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 3,277 $231K 0.04% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,275 $230K <0.01% -989 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 3,525 $230K 0.1% 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 3,250 $229K 0.1% 0 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 3,242 $228K 0.04% -1,362 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 3,238 $228K 0.06% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 3,222 $227K 0.04% new 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 3,218 $227K 0.2% new 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 3,202 $225K 0.01% -250 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,180 $224K <0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,144 $221K 0.01% new 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 3,140 $221K 0.02% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,112 $219K 0.01% -185 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 3,111 $219K 0.05% 0 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 3,104 $219K <0.01% -6,958 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,100 $218K <0.01% 0 13F-HR Timeline Group JACOBS & CO/CA More: the full row for JACOBS & CO/CA 3,110 $218K 0.02% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,094 $218K 0.04% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 3,088 $217K <0.01% new 13F-HR Timeline Group ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 3,070 $216K 0.11% -1,071 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,083 $216K 0.01% +1,179 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,052 $215K <0.01% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,038 $214K 0.01% -6,282 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 3,014 $212K 0.03% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,000 $211K 0.02% 0 13F-HR Timeline Group Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 2,997 $211K <0.01% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,955 $208K 0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,952 $208K 0.01% new 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,950 $208K 0.01% -1,450 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,940 $207K 0.01% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,914 $205K 0.07% new 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 2,888 $203K 0.01% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,882 $203K 0.01% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,882 $203K <0.01% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,850 $201K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,719 $191K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,700 $190K 0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,700 $190K 0.03% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,690 $189K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,688 $189K <0.01% +472 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 2,581 $182K 0.02% -556 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,491 $175K <0.01% -244 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,228 $157K -11 Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,173 $153K 0.04% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,146 $151K 0.01% +27 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,106 $148K <0.01% +11 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,012 $142K 0.01% -600 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,010 $141K <0.01% -349 13F-HR/A Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,000 $141K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,806 $127K <0.01% -122 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,764 $124K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,731 $122K 0.05% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,680 $118K <0.01% +936 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,632 $115K 0.01% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1,620 $114K 0.04% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,582 $111K <0.01% 0 13F-HR Timeline Group Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,510 $106K 0.01% +1,207 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,500 $106K 0.03% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,500 $106K 0.06% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,467 $103K 0.02% -788 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,459 $103K 0.01% -1,232 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,444 $102K 0.03% +579 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,338 $94.2K <0.01% +412 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,300 $91.6K 0.09% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,297 $91.3K <0.01% +142 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,279 $90K 0.03% -1,175 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,271 $89.5K <0.01% +35 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 1,215 $85K 0.01% +471 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,200 $84.5K 0.03% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,158 $81.5K 0.01% +60 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,145 $80.6K <0.01% +4 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,071 $75.4K 0.02% -162 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,001 $70.5K <0.01% -18,630 13F-HR/A Timeline Group Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,000 $70.4K 0.06% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 996 $70.1K 0.01% -220 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 974 $68.6K 0.03% 0 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 947 $66.7K <0.01% +168 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 870 $61.2K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 800 $56K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 773 $54.4K 0.03% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 750 $52.8K <0.01% +24 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 728 $51.2K 0.03% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 713 $50.2K 0.02% +101 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 700 $49.3K -8,608 Timeline Covestor Ltd More: the full row for Covestor Ltd 687 $49K 0.03% -23 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 681 $47.9K 0.01% -5 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 674 $47.4K 0.03% -5 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 670 $47.2K 0.03% -200 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 650 $45.8K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 650 $45.8K 0.02% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 638 $44.9K 0.03% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 626 $44.1K <0.01% +32 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 624 $43.9K <0.01% +4 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 619 $43.6K 0.01% -16 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 601 $42.3K 0.03% +20 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 586 $41.2K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 580 $40.8K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 572 $40.3K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 549 $38.6K 0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 544 $38.3K 0.05% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 518 $36.5K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 517 $36.4K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 512 $36K 0.01% +157 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 510 $35.9K <0.01% -892 13F-HR/A Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 510 $35K 0.02% -138 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 478 $33.6K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 447 $31.5K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 442 $31.1K 0.01% -5 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 418 $29.4K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 391 $27.5K <0.01% -11 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 376 $26.4K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 373 $26.3K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 370 $26K 0.01% +212 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 360 $25.3K 0.01% +218 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 359 $25.3K <0.01% -13 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 343 $24.2K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 341 $24K <0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 332 $23.4K <0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 325 $22.9K 0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 300 $21.1K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 280 $19.7K <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 271 $19.1K 0.01% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 270 $19K <0.01% -4 13F-HR/A Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 277 $19K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 258 $18.2K <0.01% -74 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 252 $17.7K <0.01% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 218 $15K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 197 $13.3K <0.01% -8 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 184 $13K <0.01% -200 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 181 $12.8K <0.01% +14 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 170 $12K 0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 169 $11.9K <0.01% -1 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 167 $11.8K <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 167 $11.8K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 158 $11.1K <0.01% +38 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 157 $11.1K 0.01% +131 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 152 $10.7K 0.03% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 152 $9.88K <0.01% +10 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 129 $9.08K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 127 $8.94K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 100 $7.04K 0.01% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 94 $6.62K <0.01% 0 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 91 $6.41K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 88 $6.2K <0.01% new 13F-HR/A Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 87 $6.12K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 95 $6K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 83 $5.84K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 82 $5.77K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 80 $5.63K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 80 $5.63K <0.01% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 79 $5.56K <0.01% -380 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 72 $5.06K <0.01% -21 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 74 $5K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 70 $4.93K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 70 $4.93K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 68 $4.79K <0.01% +31 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 68 $4.79K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 62 $4.36K <0.01% +36 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 60 $4.22K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 59 $4.15K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 58 $4.08K <0.01% -51 13F-HR Timeline Group Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 58 $4.08K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 56 $3.93K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 51 $3.59K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 50 $3.52K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 50 $3.52K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 49 $3.45K <0.01% +4 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 48 $3.38K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 47 $3.31K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 45 $3.17K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 45 $3.17K <0.01% 0 13F-HR Timeline