Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 122 $246K 0.02% new 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 122 $246K 0.18% new 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 122 $246K <0.01% new 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 122 $246K 0.05% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 122 $245K 0.01% +5 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 120 $242K 0.03% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 120 $242K 0.01% -12 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 120 $242K 0.09% -4 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 120 $242K 0.01% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 120 $242K 0.03% +2 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 120 $242K 0.04% +34 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 120 $242K 0.06% new 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 119 $240K 0.02% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 118 $238K 0.02% +32 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 117 $236K 0.03% -3 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 116 $234K 0.14% 0 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 116 $234K 0.35% 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 116 $234K 0.06% -65 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 115 $232K <0.01% 0 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 115 $232K <0.01% 0 13F-HR Timeline Group Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 115 $232K 0.08% 0 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 115 $232K 0.01% 0 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 114 $230K 0.08% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 113 $229K 0.1% -1 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 113 $228K 0.05% +2 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 995 $226K 0.14% +15 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 112 $226K 0.02% -28 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 112 $226K 0.09% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 111 $224K 0.01% +22 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 111 $224K 0.03% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 111 $224K 0.01% -18 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 111 $224K 0.06% 0 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 110 $222K 0.05% 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 110 $222K 0.06% +2 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 110 $222K 0.17% 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 110 $221K 0.13% +7 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 109 $220K 0.02% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 109 $219K 0.01% -139 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 108 $218K 0.02% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 108 $218K 0.01% -19 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 108 $218K 0.13% +4 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 108 $218K 0.03% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 107 $216K 0.01% +34 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 107 $216K 0.02% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 106 $214K 0.01% +11 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 106 $214K 0.01% new 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 106 $214K 0.03% -3 13F-HR Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 106 $214K 0.22% 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 106 $213K 0.01% -37 13F-HR/A Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 105 $211K 0.02% new 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 105 $211K 0.02% -124 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 104 $210K 0.21% 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 103 $210K <0.01% -44 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 104 $209K 0.01% +15 13F-HR Timeline Group Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 104 $209K 0.05% -249 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 103 $208K 0.07% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 103 $207K 0.01% -2 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 103 $207K 0.12% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 102 $205K 0.02% new 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 102 $205K 0.03% 0 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 102 $205K 0.11% -28 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 102 $205K 0.06% 0 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 102 $205K <0.01% 13F-HR/A Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 101 $203K 0.03% 0 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 101 $203K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 101 $203K 0.04% new 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 101 $203K 0.15% 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 103 $203K 0.03% 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 100 $201K 0.05% 0 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 100 $201K 0.02% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 100 $201K 0.01% 0 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 100 $201K 0.02% -115 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 100 $201K 0.03% 0 13F-HR Timeline PING CAPITAL MANAGEMENT, INC. More: the full row for PING CAPITAL MANAGEMENT, INC. 100 $201K 0.08% new 13F-HR Timeline CastleKnight Management LP More: the full row for CastleKnight Management LP 100 $201K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 100 $201K 0.02% 0 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 100 $201K 0.14% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 100 $201K 0.13% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 100 $201K <0.01% new 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 100 $201K 0.06% new 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 100 $201K 0.06% -843 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 98 $197K 0.04% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 95 $191K 0.02% -5 13F-HR Timeline TOBAM More: the full row for TOBAM 94 $189K 0.05% +78 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 92 $185K 0.01% -3 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 92 $185K 0.01% 0 13F-HR Timeline E20 Capital Ltd More: the full row for E20 Capital Ltd 89 $179K 0.06% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 86 $173K <0.01% +10 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 80 $161K 0.02% +18 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 80 $161K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 80 $161K 0.06% +7 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 78 $157K <0.01% -86 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 78 $157K 0.01% -42 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 78 $157K 0.01% -5 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 77 $155K 0.03% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 77 $155K 0.01% +17 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 76 $153K <0.01% -14 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 73 $147K <0.01% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 73 $147K 0.03% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 71 $143K 0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 71 $143K 0.04% 0 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 70 $141K 0.1% 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 68 $137K <0.01% -845 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 68 $137K 0.01% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 68 $137K <0.01% 0 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 66 $133K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 63 $127K 0.01% -5 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 62 $125K 0.07% 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 60 $121K 0.02% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 58 $117K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 58 $117K 0.01% +1 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 57 $115K 0.03% -1 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 56 $113K 0.1% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 55 $111K 0.01% -12 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 54 $109K 0.01% +50 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 54 $109K 0.02% -17 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 52 $105K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 50 $101K 0.03% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 49 $98.7K 0.07% -6 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 48 $96.7K 0.09% 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 48 $96.7K 0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 47 $94.7K 0.01% +1 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 44 $88.6K 0.03% +39 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 43 $86.6K 0.07% 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 42 $85K 0.09% 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 42 $84.6K 0.03% 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 42 $84.6K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 40 $80.6K 0.01% +35 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 38 $76.5K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 38 $76.5K <0.01% -26 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 37 $74.5K <0.01% +23 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 37 $74.5K 0.03% +12 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 36 $72.5K <0.01% -7 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 36 $72.5K 0.01% 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 36 $72.5K 0.06% 13F-HR Timeline Wesleyan Assurance Society More: the full row for Wesleyan Assurance Society 35 $70K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 34 $68.5K <0.01% -137 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 33 $66.5K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 33 $66.5K 0.01% -36 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 33 $66.5K 0.04% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 32 $64.5K 0.01% +27 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 32 $64.5K 0.01% -1 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 31 $62.4K 0.02% 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 31 $62.4K <0.01% +22 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 31 $62.4K 0.01% +16 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 30 $60.4K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 30 $60.4K 0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 30 $60.4K 0.02% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 29 $58.4K <0.01% -10 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 29 $58.4K 0.02% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 29 $58K <0.01% +13 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 28 $56.4K 0.01% +7 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 27 $54.6K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 27 $54.4K 0.02% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 26 $52.4K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 26 $52.4K 0.05% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 25 $50.5K <0.01% -14 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 25 $50.4K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 24 $48.3K <0.01% -50 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 24 $48.3K 0.02% 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 23 $46.3K 0.01% +1 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 22 $44.3K <0.01% +6 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 22 $44.3K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 22 $44K 0.01% +15 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 19 $43.1K 0.01% -8 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 21 $42.3K 0.03% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 20 $40.3K 0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 20 $40.3K <0.01% +15 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 20 $40.3K <0.01% -19 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 20 $40.3K 0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 19 $38.3K 0.01% new 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 19 $38.3K 0.01% new 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 18 $36.4K 0.03% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 18 $36.3K 0.01% -10 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 18 $36.3K 0.01% -4 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 18 $36.3K 0.02% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 17 $34.2K 0.01% +2 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 17 $34K 0.02% 0 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 16 $32.2K 0.02% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 16 $32.2K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 16 $32.2K <0.01% -20 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 16 $32.2K 0.01% -19 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 16 $31.6K 0.02% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 15 $30.2K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 15 $30.2K 0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 14 $28.2K <0.01% +4 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 14 $28.2K <0.01% 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 14 $27.2K <0.01% -5 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 13 $26.2K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 13 $26.2K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 13 $26.2K <0.01% new 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 13 $26.2K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 12 $24.4K <0.01% -48 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 12 $24.2K 0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 12 $24.2K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 12 $24.2K 0.01% +4 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 11 $22.2K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 11 $22.2K <0.01% +10 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 11 $22.2K 0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 11 $22.2K 0.01% 0 13F-HR Timeline