Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,418 $258K 0.01% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,396 $255K 0.01% -51,980 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,394 $255K 0.02% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,386 $254K 0.04% new 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,371 $253K 0.02% 0 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 2,370 $252K 0.2% +13 13F-HR/A Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,342 $250K <0.01% new 13F-HR Timeline Group Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 2,339 $249K 0.04% 0 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 2,334 $249K 0.03% -3,535 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 2,334 $249K 0.01% -311 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,300 $245K 0.03% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,282 $242K 0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,265 $241K <0.01% new 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 2,244 $239K 0.03% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,210 $235K <0.01% -115 13F-HR Timeline Group Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,200 $234K 0.03% new 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 2,167 $231K 0.11% new 13F-HR Timeline MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 2,142 $228K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,140 $228K <0.01% +424 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,128 $227K 0.04% new 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 2,124 $226K 0.02% new 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 2,110 $225K 0.02% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,081 $222K 0.09% 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,080 $222K 0.04% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,065 $220K 0.01% new 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,059 $219K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,055 $217K 0.02% -22 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,012 $214K <0.01% +856 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,008 $214K 0.03% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 2,000 $213K 0.02% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,990 $212K 0.04% new 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 1,923 $205K 0.01% new 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,923 $205K 0.1% -2,302 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 1,919 $204K 0.05% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,905 $203K 0.01% -747 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 1,898 $202K 0.03% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,895 $202K 0.02% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,828 $195K <0.01% +687 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,784 $190K 0.01% -12,049 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 1,756 $187K 0.01% -209 13F-HR/A Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,710 $182K 0.06% new 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,711 $182K <0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,707 $182K 0.09% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,592 $170K <0.01% +952 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,572 $168K <0.01% 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 1,476 $157K <0.01% new 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,410 $150K +25 Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,320 $141K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,222 $130K 0.01% +109 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,211 $129K <0.01% -26 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,198 $128K 0.01% -217 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,133 $121K 0.02% +349 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,111 $118K 0.01% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,111 $118K <0.01% -1 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,094 $117K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,083 $115K <0.01% +107 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,065 $113K 0.1% -85 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,173 $106K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 947 $101K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 945 $101K 0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 935 $100K 0.04% +283 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 916 $97.6K <0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 885 $94.3K 0.01% new 13F-HR/A Timeline EASTERN BANK More: the full row for EASTERN BANK 880 $93.8K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 871 $92.8K <0.01% -2,870 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 779 $83.1K <0.01% +580 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 763 $81.3K <0.01% -299 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 751 $80K 0.07% +226 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 735 $78.3K <0.01% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 735 $78.3K 0.07% 0 13F-HR/A Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 684 $72.9K <0.01% -99 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 668 $71.2K 0.04% +22 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 647 $68.9K 0.01% +104 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 645 $68.7K 0.02% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 603 $64.2K <0.01% -460 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 603 $64K 0.04% 0 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 599 $63.8K <0.01% new 13F-HR/A Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 587 $62.5K 0.01% 0 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 568 $60.5K <0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 550 $58.6K 0.02% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 530 $56K 0.04% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 524 $55.8K <0.01% +61 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 508 $54.1K 0.04% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 453 $48.3K <0.01% -74 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 434 $46K 0.01% +48 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 430 $45.8K 0.01% -678 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 418 $45K <0.01% +68 13F-HR/A Timeline Group Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 411 $43.8K 0.01% -813 13F-HR Timeline Group HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 400 $42.6K 0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 368 $39.2K <0.01% +333 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 360 $38.4K <0.01% 0 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 343 $36.5K 0.02% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 343 $36.5K 0.02% new 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 340 $36.2K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 339 $36K <0.01% +78 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 323 $35K 0.02% -55 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 327 $34.8K <0.01% -3,313 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 324 $34.6K 0.02% -41 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 318 $34.3K 0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 309 $32.9K <0.01% +24 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 306 $32.6K <0.01% -38 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 300 $32K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 300 $32K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 295 $31.4K 0.01% -18 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 294 $31.3K <0.01% +239 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 292 $31.1K <0.01% +219 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 249 $28.9K <0.01% -134 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 266 $28.3K 0.03% 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 261 $27.8K 0.02% -75 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 256 $27.3K <0.01% +190 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 218 $23.2K <0.01% -32 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 215 $23K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 213 $22.7K 0.01% -97 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 202 $21.5K 0.02% -24 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 21,310 $21.3K 0.03% +20,910 13F-HR/A Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 200 $21.3K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 195 $20.8K <0.01% -59 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 193 $20.6K <0.01% -246 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 191 $20.4K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 188 $20.1K <0.01% +3 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 188 $20K 0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 185 $19.7K 0.01% +168 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 174 $19K <0.01% -37 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 178 $19K 0.01% -28 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 175 $18.6K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 167 $17.8K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 167 $17.8K 0.01% +123 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 167 $17K 0.01% +132 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 150 $16K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 150 $16K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 148 $15.8K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 138 $14.7K <0.01% +40 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 137 $14.6K 0.01% +15 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 137 $14.6K 0.01% -271 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 134 $14.3K 0.01% +5 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 132 $14.1K <0.01% +132 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 122 $13K <0.01% 0 13F-HR Timeline Group Binnacle Investments Inc More: the full row for Binnacle Investments Inc 121 $12.9K 0.01% +37 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 117 $12.5K 0.01% +9 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 114 $12.1K <0.01% -12 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 111 $11.8K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 109 $11.6K <0.01% +41 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 109 $11.6K <0.01% +90 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 107 $11.4K 0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 105 $11.2K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 105 $11.2K <0.01% +32 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 103 $11K 0.01% +100 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 101 $10.8K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 100 $10.7K <0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 100 $10.7K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 97 $10.3K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 97 $10.3K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 100 $10.2K <0.01% +15 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 95 $10.1K 0.01% +35 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 90 $9.59K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 85 $9.06K <0.01% +5 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 83 $8.86K <0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 70 $7.46K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 68 $7.25K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 66 $7.03K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 66 $7.03K <0.01% -33 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 65 $6.93K <0.01% -5 13F-HR/A Timeline Group First Pacific Financial More: the full row for First Pacific Financial 63 $6.71K <0.01% -11 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 62 $6.61K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 62 $6.61K 0.01% 0 13F-HR/A Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 57 $6.07K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 57 $6.07K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 56 $5.97K <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 55 $5.86K <0.01% +40 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 55 $5.86K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 54 $5.75K <0.01% new 13F-HR Timeline Group MASECO LLP More: the full row for MASECO LLP 48 $5.14K <0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 48 $5.11K <0.01% -48 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 48 $5.11K <0.01% +39 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 48 $5.11K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 46 $4.9K <0.01% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 43 $4.58K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 43 $4.58K <0.01% +4 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 42 $4.47K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 40 $4.26K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 38 $4.05K <0.01% 0 13F-HR/A Timeline Avion Wealth More: the full row for Avion Wealth 43 $4K <0.01% +10 13F-HR/A Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 34 $3.64K 0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 34 $3.62K <0.01% -22 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 30 $3.2K <0.01% +2 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 35 $3K <0.01% -7 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 28 $2.98K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 27 $2.88K <0.01% +11 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 27 $2.88K <0.01% new 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 27 $2.88K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 24 $2.56K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 24 $2.56K <0.01% +9 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 23 $2.45K <0.01% -34 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 22 $2.35K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 22 $2.35K <0.01% +16 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 22 $2.27K <0.01% +13 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 18 $1.92K <0.01% -10 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 18 $1.92K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 17 $1.89K <0.01% -30 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 17 $1.81K <0.01% 0 13F-HR Timeline