Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,414 $234K 0.02% -3 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,400 $233K 0.11% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,387 $232K 0.02% +9 13F-HR Timeline QSV Equity Investors LLC More: the full row for QSV Equity Investors LLC 2,385 $232K 0.34% -29 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,364 $230K 0.03% +3 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,347 $228K 0.07% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,328 $226K 0.02% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,312 $225K 0.01% -608 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,310 $224K <0.01% +274 13F-HR Timeline Group SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,307 $224K 0.08% 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,292 $223K 0.01% new 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,289 $222K 0.13% -38 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,268 $220K <0.01% +1,993 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,268 $220K 0.02% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,263 $220K 0.07% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,260 $220K 0.01% -1,359 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,259 $219K 0.01% new 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 2,230 $219K 0.02% -580 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 2,239 $217K 0.07% -54 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,235 $217K 0.08% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,215 $215K 0.01% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,211 $215K <0.01% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,203 $214K 0.01% -146 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,198 $213K 0.03% -138 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,184 $212K 0.02% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,176 $211K 0.02% -404 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,163 $210K <0.01% 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,163 $210K 0.02% -194 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,157 $207K 0.01% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,124 $206K 0.01% -568 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,113 $205K 0.02% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,111 $205K 0.01% new 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 2,100 $204K 0.08% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,425 $204K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,086 $203K 0.01% -6,855 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,060 $200K 0.02% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,021 $196K 0.01% +175 13F-HR Timeline Group Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 1,935 $188K 0.1% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,900 $185K 0.01% -26 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,900 $185K 0.01% +838 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,871 $183K 0.01% +36 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,768 $172K 0.09% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,746 $170K 0.04% +112 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,705 $166K <0.01% +158 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,638 $162K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,547 $150K 0.08% +200 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,529 $149K 0.01% +111 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,525 $148K <0.01% +656 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,525 $148K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,489 $145K <0.01% -142 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,412 $137K 0.1% 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,400 $136K 0.06% -79 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,400 $136K 0.02% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,330 $129K 0.04% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,177 $119K <0.01% +277 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,144 $111K 0.12% +13 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,134 $110K <0.01% 0 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,121 $109K 0.07% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,068 $104K 0.06% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,055 $102K 0.03% +291 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,039 $101K 0.08% -95 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,003 $97.4K 0.06% +86 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,000 $97.1K <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 995 $96.6K <0.01% +650 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 910 $88.4K 0.01% +200 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 909 $88.3K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 902 $87.6K <0.01% +208 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 794 $77.1K <0.01% -286 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 720 $72.5K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 739 $71.8K <0.01% -165 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 734 $71.3K <0.01% -4 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 687 $66.7K 0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 675 $65.6K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 669 $65K 0.01% -114 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 669 $64.9K 0.01% +90 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 659 $64K 0.01% 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 652 $63.3K 0.07% +2 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 632 $61.4K 0.01% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 590 $58.1K 0.01% +246 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 593 $57.6K <0.01% -4 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 575 $55.9K 0.05% 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 558 $54.3K <0.01% -16,478 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 553 $53.7K 0.04% +2 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 517 $50.2K 0.01% +43 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 509 $49.4K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 506 $49.1K 0.02% 0 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 504 $49K 0.02% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 479 $46.5K <0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 470 $45.6K 0.02% -32 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 450 $43.7K 0.01% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 450 $43.7K 0.01% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 450 $43.7K 0.02% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 450 $43.7K 0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 448 $43.5K 0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 422 $41K 0.01% -5 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 417 $40.5K 0.03% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 407 $40K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 400 $38.9K 0.01% -6 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 398 $38.7K 0.02% +49 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 390 $37.9K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 361 $35.1K <0.01% -18 13F-HR Timeline Uniplan Investment Counsel, Inc. More: the full row for Uniplan Investment Counsel, Inc. 360 $35K <0.01% new 13F-HR/A Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 360 $35K 0.01% 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 356 $34.6K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 355 $34.5K <0.01% +55 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 352 $34.2K <0.01% +1 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 350 $34K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 344 $33.4K <0.01% -26 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 340 $33K <0.01% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 318 $30.7K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 310 $30.1K <0.01% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 300 $29.1K 0.04% 0 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 378 $28.9K <0.01% 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 295 $28.7K 0.02% 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 295 $28.6K 0.01% +36 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 292 $28.4K <0.01% -277 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 285 $27.7K <0.01% +2 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 285 $27.7K 0.02% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 282 $27.4K 0.01% 0 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 309 $27.3K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 255 $24.8K 0.01% +209 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 254 $24.7K 0.01% +3 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 231 $22.4K <0.01% +21 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 223 $21.7K <0.01% +117 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 222 $21.7K 0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 219 $21.3K 0.02% +71 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 215 $20.9K <0.01% -166 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 212 $20.6K 0.01% -131 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 236 $20.3K 0.03% -20 13F-HR/A Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 205 $19.9K <0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 202 $19.6K <0.01% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 197 $19.1K 0.01% +47 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 195 $18.9K <0.01% new 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 192 $18.6K <0.01% +61 13F-HR Timeline Quarry LP More: the full row for Quarry LP 192 $18.6K <0.01% -3,117 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 192 $18.6K <0.01% +2 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 190 $18.4K <0.01% +1 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 189 $18K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 184 $17.9K 0.01% +29 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 180 $17.5K <0.01% +99 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 180 $17.5K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 179 $17.4K <0.01% +66 13F-HR Timeline Group 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 162 $16.1K <0.01% -200 13F-HR Timeline Group Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 164 $16.1K <0.01% new 13F-HR/A Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 163 $15.8K <0.01% -62 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 162 $15.8K <0.01% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 153 $14.8K <0.01% +1 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 152 $14.8K <0.01% +100 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 150 $14.6K 0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 148 $14.4K <0.01% -166 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 147 $14.3K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 147 $14.3K 0.01% +5 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 146 $14.2K <0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 144 $14K 0.01% 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 141 $13.7K 0.01% -85 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 135 $13.3K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 133 $13.1K <0.01% -14 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 135 $13.1K <0.01% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 130 $12.7K 0.01% -1 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 127 $12.3K <0.01% 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 126 $12.3K <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 126 $12.2K <0.01% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 126 $12.2K <0.01% 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 122 $11.8K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 116 $11.7K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 115 $11.2K <0.01% +5 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 114 $11.1K <0.01% +14 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 114 $11.1K <0.01% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 112 $10.9K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 110 $10.7K <0.01% +91 13F-HR Timeline Brooklands Fund Management Ltd More: the full row for Brooklands Fund Management Ltd 105 $10.2K 0.01% new 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 103 $10K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 103 $10K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 103 $9.99K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 102 $9.91K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 102 $9.91K <0.01% 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 425 $9.81K <0.01% -5 13F-HR Timeline Group Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 97 $9.42K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 96 $9.32K <0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 9,033 $9.03K 0.01% 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 93 $9.03K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 101 $9K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 88 $8.55K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 85 $8.26K <0.01% +3 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 83 $8K <0.01% +26 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 81 $8K 0.14% 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 76 $7.38K <0.01% new 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 76 $7.38K <0.01% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 74 $7.19K <0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 70 $7K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 72 $6.99K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 69 $6.7K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 69 $6.7K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 66 $6.53K <0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 65 $6.31K <0.01% +14 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 65 $6.31K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 63 $6.12K 0.01% 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 60 $5.83K <0.01% -34 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 60 $5.83K <0.01% 0 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 59 $5.73K <0.01% -3 13F-HR Timeline