DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 25,707 $114K 0.03% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 25,518 $113K <0.01% +4,072 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 25,438 $113K 0.04% -894 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 24,989 $111K <0.01% -3,606 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 24,622 $110K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 24,425 $108K <0.01% -2,421 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 24,221 $107K <0.01% +5,030 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 24,016 $106K <0.01% +695 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 24,002 $106K 0.01% -5,145 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 23,839 $106K 0.04% 0 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 23,451 $104K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 23,225 $103K <0.01% +3,322 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 23,126 $102K <0.01% +2,047 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 22,616 $100K <0.01% +68 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 22,427 $99.1K 0.01% +16,452 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 21,889 $97K <0.01% -1,400 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 21,726 $96.9K 0.01% -78,911 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 21,847 $96.8K 0.01% -7,650 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 21,650 $95.9K 0.01% -1,000 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 21,612 $95.7K <0.01% -788 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 21,320 $95.3K 0.04% +4,000 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 20,442 $90.6K 0.01% +2,509 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 20,100 $89K 0.04% +100 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 19,786 $88K <0.01% +2,118 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 19,438 $86.1K <0.01% +10,949 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 19,275 $85.2K <0.01% 0 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 19,200 $85.1K <0.01% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 19,133 $84.8K <0.01% new 13F-HR/A Timeline Group AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 19,100 $84.6K 0.03% -600 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 18,593 $82.4K 0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 18,011 $80K <0.01% -940 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 16,764 $74.3K <0.01% +946 13F-HR Timeline Group Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 16,755 $74.2K 0.07% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 16,149 $71.5K <0.01% -2,634 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 16,114 $71.4K <0.01% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 16,097 $71.3K 0.01% +109 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 16,064 $71.2K 0.04% new 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 15,578 $70.4K 0.01% 0 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 15,585 $69K <0.01% new 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 15,500 $68.7K 0.01% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 15,405 $68.2K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 15,352 $68K 0.01% +100 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 15,300 $68K 0.01% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 15,247 $67.5K <0.01% new 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 15,122 $67K <0.01% -428 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 14,808 $65.6K 0.01% -18,261 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 14,677 $65K <0.01% +15 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 14,060 $64.8K <0.01% +1,465 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 14,578 $64.3K <0.01% 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 14,500 $64.2K <0.01% new 13F-HR Timeline Group Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 14,272 $63.2K 0.03% +1,790 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 14,227 $63K 0.02% +399 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 14,111 $62.5K <0.01% -20 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 13,700 $60.7K 0.01% 0 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 13,685 $60.6K 0.02% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 12,330 $60.4K <0.01% +1,112 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 13,616 $60.3K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 13,449 $59.6K 0.01% +4,909 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 13,444 $59.6K <0.01% -3,000 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 13,418 $59.4K <0.01% -162 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 11,915 $58.2K <0.01% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 12,875 $57K <0.01% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 12,690 $56.2K <0.01% +105 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 12,656 $56.1K 0.01% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 12,400 $54.9K 0.03% 0 13F-HR/A Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 12,298 $54.5K <0.01% +538 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 12,033 $53.3K 0.03% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 12,000 $53.2K 0.01% 0 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 12,000 $53.2K 0.02% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 11,907 $52.7K <0.01% -32 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 11,761 $52.1K 0.01% 0 13F-HR Timeline Group AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 11,747 $52K 0.01% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 11,677 $51.7K <0.01% +3 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 11,597 $51.4K <0.01% +810 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 11,538 $51.1K <0.01% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 11,536 $51.1K <0.01% -424 13F-HR Timeline GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 11,220 $49.7K <0.01% 0 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 11,146 $49.4K 0.01% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 11,137 $49.3K <0.01% -10,423 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 11,114 $49.2K 0.01% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 10,506 $47.5K <0.01% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 10,355 $45.9K <0.01% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 10,240 $45.4K <0.01% new 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 10,226 $45.3K <0.01% -4,903 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 10,000 $44.8K 0.01% 0 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 10,073 $44.6K 0.01% -120 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 10,026 $44.4K 0.01% 0 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 10,002 $44.3K 0.01% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 10,000 $44.3K 0.01% 0 13F-HR Timeline Tieton Capital Management, LLC More: the full row for Tieton Capital Management, LLC 10,000 $44K 0.02% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 9,600 $42.5K <0.01% 0 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 9,276 $41.1K 0.02% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,818 $39.1K <0.01% +35 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 8,600 $38.1K 0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,567 $38K <0.01% -1,039 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,294 $36.7K <0.01% +243 13F-HR Timeline Group WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 8,000 $35.4K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 7,800 $34.6K <0.01% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 7,500 $33.2K 0.01% -1,000 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,675 $31.1K <0.01% -7,791 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 6,082 $28K <0.01% -1,216 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 5,963 $26.4K 0.03% 13F-HR/A Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 5,600 $24.8K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,111 $22.6K <0.01% +1,211 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 5,108 $22.6K 0.03% 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 5,000 $22.1K <0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,000 $22.1K <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,737 $21K <0.01% -480 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,620 $20.5K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,540 $20.1K <0.01% +773 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 4,530 $20.1K 0.02% 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,528 $20.1K <0.01% +1,494 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 4,369 $19.4K <0.01% +764 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 4,232 $19K <0.01% +11 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4,000 $17.7K 0.01% +2,000 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 3,745 $16.6K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,637 $16.1K <0.01% +86 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,343 $15K <0.01% 0 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 3,315 $14.7K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,171 $14K <0.01% +11 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,007 $13.3K <0.01% new 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 2,946 $13.1K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,936 $13K <0.01% 0 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 2,816 $12.5K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,735 $12.1K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,700 $12K <0.01% -51 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 2,500 $11.8K 0.01% 0 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 2,500 $11.1K 0.01% 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,276 $10.1K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,230 $9.88K <0.01% +190 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 2,201 $9.75K 0.01% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,000 $8.86K <0.01% 0 13F-HR 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 1,935 $8.57K <0.01% -54 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,900 $8.42K <0.01% -2,030 13F-HR Timeline MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1,718 $7.59K <0.01% +193 13F-HR Timeline Group WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 1,675 $7.42K 0.01% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,571 $7.23K <0.01% 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,300 $5.76K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,210 $5.36K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,179 $5.22K <0.01% +11 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,150 $5.09K <0.01% 0 13F-HR/A Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,086 $4.81K <0.01% 0 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,039 $4.6K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,028 $4.55K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,000 $4.5K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,000 $4.45K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,000 $4.43K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 959 $4.25K <0.01% +264 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 954 $4.23K <0.01% +380 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 950 $4.21K <0.01% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 840 $4K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 880 $3.9K <0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 872 $3.86K <0.01% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 866 $3.84K <0.01% -704 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 797 $3.53K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 750 $3.37K <0.01% +106 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 703 $3.12K <0.01% -797 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 701 $3.11K <0.01% +1 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 687 $3.04K 0.01% 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 680 $3.01K <0.01% new 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 751 $3K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 600 $2.66K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 596 $2.64K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 593 $2.63K <0.01% -500 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 567 $2.51K <0.01% -24 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 510 $2.26K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 506 $2.24K <0.01% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 472 $2.09K <0.01% +2 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 471 $2.09K <0.01% -13 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 470 $2.08K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 417 $1.85K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 400 $1.77K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 390 $1.73K <0.01% +55 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 368 $1.63K <0.01% 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 338 $1.5K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 322 $1.43K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 320 $1.42K <0.01% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 312 $1.38K <0.01% +30 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 306 $1.36K <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 300 $1.33K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 300 $1.33K <0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 300 $1.33K <0.01% 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 266 $1.18K <0.01% +35 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 250 $1.11K <0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 248 $1.1K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 240 $1.06K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 233 $1.03K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 212 $940 <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 201 $890 <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 200 $886 <0.01% 0 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 200 $886 <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 200 $886 <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 200 $886 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 195 $864 <0.01% +52 13F-HR Timeline Decker Retirement Planning Inc. 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