Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 820 $244K 0.11% new 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 816 $243K 0.13% new 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 815 $243K 0.03% new 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 812 $242K 0.04% new 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 812 $242K 0.03% new 13F-HR/A Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 805 $240K 0.06% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 805 $240K 0.02% +475 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 803 $239K 0.12% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 800 $238K 0.01% new 13F-HR Timeline Eschler Asset Management LLP in group Eschler Asset Management LLP More: the full row for Eschler Asset Management LLP 800 $238K 0.43% new 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 795 $237K 0.01% new 13F-HR Timeline Group Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 795 $237K 0.14% new 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 794 $237K 0.01% new 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 793 $236K 0.05% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 787 $234K 0.01% -55 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 785 $234K 0.34% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 785 $234K 0.02% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 783 $233K 0.01% 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 782 $233K 0.18% new 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 781 $233K <0.01% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 780 $232K <0.01% new 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 779 $232K 0.02% +144 13F-HR/A Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 777 $231K 0.05% +402 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 775 $231K <0.01% +375 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 775 $231K <0.01% new 13F-HR Timeline Provident Living Financial Services, In… More: the full row for Provident Living Financial Services, Inc. 775 $231K 0.23% new 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 772 $230K 0.02% new 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 945 $230K 0.14% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 770 $229K 0.07% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 770 $229K 0.07% -64 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 767 $229K 0.02% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 764 $227K 0.01% new 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 763 $227K 0.04% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 752 $224K 0.04% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 751 $224K <0.01% new 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 750 $223K 0.13% new 13F-HR Timeline Capstone Wealth Management Group, Inc. in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group, Inc. 750 $223K 0.13% 13F-HR Timeline Group TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 748 $223K 0.04% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 746 $222K 0.07% new 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 741 $221K 0.16% new 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 741 $221K 0.13% new 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 740 $220K 0.09% new 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 739 $220K 0.02% new 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 738 $220K 0.02% new 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 737 $220K 0.1% new 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 736 $219K 0.02% new 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 1,000 $219K 0.09% new 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 732 $218K 0.03% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 732 $218K 0.01% new 13F-HR/A Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 732 $218K 0.06% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 730 $217K 0.01% +9 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 729 $217K 0.02% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 728 $217K 0.02% 0 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 725 $216K 0.01% new 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 725 $216K 0.03% new 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 725 $216K 0.07% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 724 $216K 0.01% new 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 718 $214K 0.07% new 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 717 $214K 0.02% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 712 $212K 0.01% new 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 709 $211K 0.04% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 709 $211K 0.02% new 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 707 $211K 0.01% new 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 706 $210K 0.06% new 13F-HR Timeline T3 Companies, LLC in group T3 Companies, LLC More: the full row for T3 Companies, LLC 705 $210K 0.24% new 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 964 $210K 0.01% new 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 703 $209K 0.05% new 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 702 $209K 0.08% new 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 700 $209K 0.08% new 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 700 $209K 0.07% new 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 700 $209K 0.1% new 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 700 $209K 0.07% new 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 700 $208K 0.01% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 699 $208K <0.01% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 697 $208K 0.03% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 696 $207K 0.03% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 693 $206K 0.04% -387 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 692 $206K 0.09% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 691 $206K 0.02% new 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 688 $205K 0.1% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 688 $205K 0.04% +360 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 687 $205K <0.01% -51,326 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 686 $204K 0.03% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 683 $203K 0.01% new 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 683 $203K 0.11% new 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 679 $202K 0.1% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 679 $202K 0.06% new 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 678 $202K 0.01% new 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 677 $202K 0.06% new 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 676 $201K 0.42% new 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 675 $201K <0.01% new 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 674 $201K 0.08% new 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 674 $201K 0.12% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 816 $200K 0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 658 $196K 0.07% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 644 $192K 0.05% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 639 $190K 0.03% +11 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 638 $190K 0.02% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 632 $188K 0.1% +595 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 630 $188K 0.02% +30 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 614 $183K 0.02% +125 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 607 $181K 0.03% new 13F-HR/A Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 601 $179K <0.01% +172 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 600 $179K 0.05% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 654 $178K 0.01% +18 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 586 $175K 0.06% 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 585 $174K 0.05% -65 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 577 $172K 0.02% +125 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 550 $164K <0.01% 13F-HR Timeline Group Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 538 $160K 0.1% +45 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 538 $160K 0.04% new 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 534 $159K 0.03% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 529 $158K 0.03% -6,922 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 528 $157K 0.11% new 13F-HR/A Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 525 $156K 0.01% +247 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 521 $155K 0.02% +202 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 519 $155K 0.03% +10 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 514 $153K 0.05% +134 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 500 $149K <0.01% new 13F-HR Timeline Group Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 496 $148K 0.02% new 13F-HR Timeline Group Vision Retirement, LLC More: the full row for Vision Retirement, LLC 490 $146K 0.04% +225 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 490 $144K 0.01% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 480 $143K 0.01% new 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 465 $139K 0.07% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 462 $138K 0.01% +400 13F-HR Timeline NI ACQUISITIONS COMPANY, LLC More: the full row for NI ACQUISITIONS COMPANY, LLC 461 $137K 0.06% 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 455 $136K <0.01% +140 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 441 $131K <0.01% new 13F-HR Timeline Group MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 430 $128K 0.03% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 430 $128K 0.01% -147 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 420 $125K 0.05% +353 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 419 $125K 0.06% +109 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 416 $124K 0.05% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 400 $119K <0.01% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 400 $119K 0.02% new 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 400 $119K 0.03% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 400 $119K 0.03% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 387 $115K <0.01% +365 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 378 $113K 0.03% -58 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 377 $112K 0.01% +241 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 376 $112K 0.04% +341 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 375 $112K 0.02% +141 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 354 $105K 0.01% +28 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 339 $101K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 336 $100K 0.05% -10,146 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 318 $94.7K 0.01% +105 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 315 $93.8K 0.02% +65 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 311 $92.6K 0.01% -26 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 307 $91.6K 0.05% +32 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 306 $91K <0.01% +14 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 305 $90K 0.02% +123 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 301 $89.7K 0.04% +37 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 300 $89.4K 0.03% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 298 $88.8K 0.04% +50 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 294 $87.6K <0.01% +5 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 287 $85.5K 0.02% +23 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 286 $85.2K 0.02% -784 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 284 $84.6K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 279 $83.1K <0.01% +40 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 277 $82.6K 0.03% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 276 $82.2K 0.02% -299 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 275 $81.9K 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 268 $79.8K 0.01% +52 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 265 $78.9K 0.02% +10 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 263 $78.3K 0.03% 0 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 258 $76.9K 0.07% 13F-HR Timeline MOTCO More: the full row for MOTCO 257 $76.6K 0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 256 $76.3K 0.01% 0 13F-HR/A Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 253 $75.4K 0.04% +28 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 252 $75.1K 0.02% +4 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 237 $70.6K 0.04% +8 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 230 $68.5K <0.01% +69 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 229 $68.2K 0.01% +100 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 228 $67.9K <0.01% -91 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 221 $65.8K 0.02% -12 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 213 $63.5K 0.05% +117 13F-HR/A Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 225 $62.5K <0.01% -406 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 209 $62.3K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 209 $62.3K 0.02% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 208 $62K 0.02% +23 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 204 $60.8K 0.01% +4 13F-HR Timeline Hartree Partners, LP More: the full row for Hartree Partners, LP 200 $59.6K 0.01% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 200 $59.6K 0.03% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 200 $59.6K 0.02% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 200 $59.6K 0.01% new 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 200 $59.6K 0.03% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 194 $57.9K 0.03% -21 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 194 $57.8K 0.01% +30 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 190 $56.6K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 189 $56.3K 0.02% +24 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 238 $54.9K <0.01% +133 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 200 $54.4K 0.74% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 182 $54.2K 0.01% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 181 $53.8K 0.01% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 180 $53.6K 0.02% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 179 $53.3K 0.02% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 179 $53.2K 0.01% -1,222 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,317 $53K <0.01% +561 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 177 $52.7K 0.03% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 174 $51.8K 0.01% -4 13F-HR Timeline