BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 10,853 $338K <0.01% -766 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 10,734 $334K 0.01% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 10,594 $330K <0.01% -2,227 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 10,583 $330K 0.02% +225 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 10,541 $328K 0.14% +60 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 10,403 $324K 0.15% +1,009 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 10,252 $319K 0.01% -58 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 10,216 $318K 0.05% -393 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 10,187 $317K 0.08% +720 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 10,168 $317K <0.01% +9,198 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 10,093 $314K 0.04% +2,624 13F-HR Timeline Group Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 10,017 $312K 0.08% -22 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 10,000 $312K 0.19% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,989 $311K 0.01% +103 13F-HR Timeline Group Haven Private, LLC More: the full row for Haven Private, LLC 9,954 $310K 0.14% +387 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 9,870 $307K 0.05% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 9,850 $307K 0.04% -77 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 9,828 $306K 0.13% +9,828 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 9,760 $304K 0.12% +142 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 9,674 $301K 0.03% -750 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 9,503 $296K 0.01% 0 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 9,500 $296K 0.01% -400 13F-HR Timeline Group Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 9,461 $295K 0.05% -3,376 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 9,430 $294K 0.01% +2 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 9,429 $294K 0.03% +167 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 9,428 $294K <0.01% +93 13F-HR Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 9,402 $293K 0.01% new 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 9,350 $291K 0.09% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 9,343 $291K <0.01% 0 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,333 $291K 0.01% +75 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 9,279 $289K 0.01% -512 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 9,234 $288K 0.06% -400 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,171 $286K <0.01% +975 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 9,108 $284K 0.03% +1,631 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 8,975 $280K 0.03% -4,074 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 8,650 $278K 0.09% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,904 $277K <0.01% +906 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 8,753 $273K 0.01% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 8,203 $272K 0.02% +337 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 8,720 $272K 0.05% -1,379 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 8,608 $271K 0.07% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 8,632 $269K <0.01% +229 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 8,631 $269K <0.01% +635 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,584 $267K 0.01% -3,617 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 8,516 $265K 0.06% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 8,345 $262K 0.09% +85 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 8,415 $262K 0.04% +6 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 8,486 $261K <0.01% +449 13F-HR/A Timeline Trust Co of the South More: the full row for Trust Co of the South 8,330 $259K 0.04% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 8,306 $259K <0.01% -4,483 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 8,112 $253K 0.03% +1 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 8,014 $250K <0.01% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,980 $249K 0.01% +27 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,958 $248K <0.01% -52 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,837 $244K 0.02% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,833 $244K <0.01% -2,110 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 7,703 $240K <0.01% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 7,475 $233K 0.03% -723 13F-HR/A Timeline Group Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 7,455 $232K 0.01% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,452 $232K 0.01% -378 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 7,377 $230K 0.09% +63 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 7,349 $229K <0.01% -18,200 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 7,308 $228K <0.01% +205 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,248 $226K <0.01% +99 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 7,200 $224K 0.02% 0 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 7,185 $224K <0.01% new 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 7,114 $222K 0.09% -244 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 7,109 $221K 0.05% +33 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 7,108 $221K +1,331 Timeline jvl associates llc More: the full row for jvl associates llc 7,106 $221K 0.07% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,092 $221K 0.01% +1 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 7,050 $220K 0.02% -50 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,020 $219K <0.01% -1,288 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,989 $218K 0.01% +4,641 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 6,984 $218K 0.03% +557 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,984 $218K <0.01% -74 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 6,982 $217K 0.01% -232 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,960 $217K 0.01% -1,017 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 6,940 $216K 0.14% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 6,930 $216K 0.02% +80 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 6,901 $215K 0.06% -942 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 6,898 $215K 0.15% 0 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 6,879 $214K <0.01% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,497 $214K 0.01% +1 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 6,833 $213K 0.1% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 6,794 $212K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,758 $211K <0.01% +148 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 6,745 $210K 0.01% +117 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 6,735 $210K <0.01% -401,025 13F-HR Timeline Group Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 6,733 $210K 0.04% +299 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 6,728 $210K 0.02% new 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 6,668 $208K 0.01% -2,290 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 6,661 $207K 0.01% -662 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,573 $205K <0.01% -1,430 13F-HR Timeline Hunting Hill Global Capital, LLC More: the full row for Hunting Hill Global Capital, LLC 6,600 $204K 0.08% 0 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 6,044 $201K 0.03% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,434 $199K 0.01% +1,043 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 6,400 $199K 0.04% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 6,396 $199K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,065 $189K 0.02% -163 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 4,331 $188K <0.01% -128 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 6,000 $187K 0.03% 0 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 5,960 $186K 0.02% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 5,943 $185K 0.08% +4 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 5,551 $173K 0.01% +467 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 5,063 $158K 0.03% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 5,023 $156K 0.04% -100 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 4,858 $151K 0.01% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,768 $149K 0.08% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,700 $146K 0.02% -1,100 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,628 $144K 0.01% new 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,521 $141K <0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 4,482 $140K 0.3% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,436 $138K 0.02% -267 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,308 $134K <0.01% +354 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 4,275 $133K <0.01% -3,183 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,956 $123K <0.01% -7 13F-HR/A 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 3,875 $121K <0.01% 0 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,488 $109K <0.01% -276 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 3,081 $95.9K 0.48% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,079 $95.9K 0.01% -258 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3,024 $94.2K 0.04% +19 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,993 $93K <0.01% +20 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,851 $88.8K <0.01% +278 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,822 $87.9K <0.01% -650 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,709 $84.4K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,690 $83.8K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,665 $83K <0.01% -523 13F-HR/A Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2,477 $82.8K 0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,460 $76.6K 0.03% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,347 $75K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,403 $74.9K 0.01% +60 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,400 $74.8K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 2,355 $73.4K 0.01% +16 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,318 $72.2K 0.04% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,275 $70.9K <0.01% +29 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,262 $70.5K <0.01% -176 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,210 $68.9K 0.02% +2 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,208 $68.8K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,184 $68K <0.01% -1,265 13F-HR Timeline Group Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 2,000 $67.6K 0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 2,101 $66.8K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,123 $66.1K <0.01% +1,176 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,088 $65K <0.01% +1,109 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,078 $64.7K 0.02% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,055 $64K <0.01% -805 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,014 $62.7K 0.05% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,000 $62.3K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,999 $62.3K <0.01% -6,488 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,894 $59K 0.03% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,841 $57.3K <0.01% -507 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,833 $57.1K 0.03% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,819 $56.7K <0.01% -7,034 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,766 $55K 0.02% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,738 $54.1K 0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,648 $51.3K 0.02% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,632 $50.8K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,632 $50.8K 0.02% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,621 $50.5K 0.03% +1 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,558 $48.6K 0.01% +15 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,553 $48.4K <0.01% -237 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,535 $47.8K 0.02% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,446 $45K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,420 $44.2K 0.03% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,368 $42.6K <0.01% new 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 1,368 $42.6K 0.02% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 1,434 $42.4K 0.02% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,336 $41.6K <0.01% +18 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 1,326 $41.3K 0.02% +11 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,325 $41.3K <0.01% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,317 $41K <0.01% +880 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,256 $39.1K 0.01% +742 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 1,217 $37.9K 0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 1,182 $36.8K 0.03% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,160 $36.1K <0.01% -116 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,156 $36K 0.03% 0 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 1,152 $35.9K 0.04% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,064 $33.1K <0.01% +164 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,062 $33.1K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 1,040 $32.4K 0.02% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,035 $32.2K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,003 $31.2K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,000 $31.1K <0.01% -2,546 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 984 $30.7K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 979 $30.5K 0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 975 $30.4K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 968 $30.2K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 946 $29.5K 0.01% +115 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 943 $29.4K <0.01% -1,000 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 926 $28.8K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 896 $27.9K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 890 $27.7K 0.01% +91 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 875 $27.3K <0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 873 $27.2K 0.02% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 864 $26.9K <0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 853 $26.6K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 850 $26.5K 0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 817 $25.4K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 805 $25.1K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 786 $24.5K 0.01% new 13F-HR Timeline