Keel Point, LLC More: the full row for Keel Point, LLC 1,415 $269K 0.02% +1 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,407 $267K 0.02% +106 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,402 $266K 0.08% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,394 $266K <0.01% +1 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,395 $265K 0.02% new 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 1,394 $265K 0.17% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,392 $265K 0.01% -157 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 1,378 $262K 0.09% -154 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,213 $262K 0.05% new 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,374 $261K 0.02% -6 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,372 $261K 0.01% +33 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,371 $261K 0.03% -5 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,360 $260K 0.02% +95 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,360 $258K 0.15% +220 13F-HR Timeline Group GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 1,357 $258K 0.01% +336 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,348 $256K 0.1% -266 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,345 $256K 0.13% +99 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,343 $255K 0.11% new 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,336 $254K <0.01% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,248 $252K 0.03% -282 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,316 $250K <0.01% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,310 $249K <0.01% -116 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,302 $247K 0.03% -201 13F-HR/A Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,289 $245K 0.04% -76 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,286 $245K 0.01% -693 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 1,248 $242K 0.1% -4 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 1,270 $241K 0.18% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,267 $241K 0.01% +324 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,261 $240K 0.02% +4 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,260 $239K 0.04% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,257 $239K <0.01% +62 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,252 $238K 0.01% -107 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 1,251 $238K <0.01% -491 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 1,250 $238K 0.04% +18 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,247 $237K <0.01% +267 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,245 $237K <0.01% -459 13F-HR/A Timeline Group Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,398 $236K 0.25% +203 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,236 $235K 0.02% +268 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,234 $235K 0.01% -69 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,219 $232K 0.02% new 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 1,211 $230K 0.13% new 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 1,207 $229K 0.06% +82 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 1,205 $229K 0.03% -355 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,203 $229K <0.01% -388 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,203 $229K 0.07% +56 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 1,200 $228K 0.34% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 1,200 $228K 0.01% -81 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 1,197 $228K 0.11% new 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,175 $223K 0.03% +71 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,170 $222K 0.01% -5 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,170 $222K 0.08% +120 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 1,165 $221K 0.03% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,162 $221K 0.02% -256 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 1,159 $220K 0.15% new 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 1,148 $218K 0.04% +45 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,144 $217K 0.01% -132 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,140 $217K 0.02% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,141 $217K 0.01% +44 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,117 $212K <0.01% +87 13F-HR Timeline Group LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 1,106 $210K <0.01% -442 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,098 $210K 0.01% -5 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,103 $210K 0.01% +6 13F-HR Timeline Group Financial Insights, Inc. More: the full row for Financial Insights, Inc. 1,101 $209K 0.08% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,100 $209K 0.08% new 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,084 $206K 0.13% -148 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 989 $206K 0.07% +42 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,078 $205K 0.04% +90 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,062 $202K 0.02% -896 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 1,062 $202K 0.04% new 13F-HR Timeline Buffington Mohr McNeal More: the full row for Buffington Mohr McNeal 1,059 $201K 0.04% -6,978 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,058 $201K 0.05% -114 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,024 $195K <0.01% +268 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,021 $194K 0.01% -107 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,000 $190K 0.04% +376 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 962 $183K 0.19% +195 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 859 $163K 0.03% +47 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 820 $156K 0.04% +350 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 24,584 $145K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 747 $142K 0.09% +14 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 717 $136K 0.07% -63 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 717 $136K <0.01% -9,369 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 815 $133K 0.09% -243 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 697 $132K 0.01% +46 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 693 $132K 0.01% +121 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 690 $131K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 668 $127K 0.02% +95 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 659 $125K 0.09% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 645 $123K 0.06% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 628 $119K 0.04% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 627 $119K 0.01% -72 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 612 $116K 0.06% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 605 $115K 0.02% -15 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 596 $113K <0.01% +99 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 590 $112K 0.01% +112 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 587 $112K 0.01% -6 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 575 $109K 0.01% +471 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 574 $109K 0.01% +26 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,003 $109K 0.08% +999 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 530 $101K 0.01% +1 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 530 $101K 0.01% +1 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 528 $100K 0.04% +22 13F-HR Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 517 $98K 0.01% -370 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 501 $95.2K 0.07% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 488 $92.7K 0.01% -261 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 465 $88.4K 0.04% -1 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 459 $87.3K <0.01% +22 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 459 $87.2K -1,316 Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 455 $86.5K <0.01% -645 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 446 $84.7K 0.01% +57 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 417 $79.3K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 404 $77.2K 0.02% -89 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 391 $74.4K <0.01% +110 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 390 $74.1K 0.02% new 13F-HR/A Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 386 $73.4K 0.02% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 366 $69.6K -2 Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 361 $68.6K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 358 $68K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 351 $66.7K 0.05% +12 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 350 $66.5K 0.01% -25 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 339 $64.5K 0.02% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 329 $62.5K 0.05% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 318 $60.5K 0.01% +1 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 326 $60.3K 0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 316 $60.1K <0.01% +167 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 309 $58.7K 0.02% -716 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 309 $58.7K 0.01% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 303 $57.6K 0.01% -7 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 300 $57.3K 0.03% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 300 $57K 0.04% 0 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 283 $53.8K <0.01% 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 275 $52.3K 0.01% +227 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 257 $48.8K <0.01% 0 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 246 $46.8K <0.01% +3 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 237 $45.9K 0.02% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 232 $43K 0.01% +126 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 222 $42.4K <0.01% +111 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 222 $42.2K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 218 $41.4K 0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 214 $40.7K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 207 $40K 0.02% +50 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 210 $39.9K 0.02% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 200 $38K 0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 200 $38K 0.02% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 200 $38K 0.01% -15 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 196 $37.3K 0.03% -130 13F-HR Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 194 $36.9K <0.01% -5 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 192 $36.7K 0.02% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 190 $36.1K <0.01% -230 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 189 $35.9K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 171 $35.5K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 180 $34.2K <0.01% +40 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 175 $33.3K <0.01% 0 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 177 $33K 0.01% +59 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 165 $31.4K 0.02% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 162 $30.8K 0.01% +14 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 160 $30.6K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 160 $30.4K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 158 $30K <0.01% -38 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 152 $28.9K 0.03% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 150 $28.5K 0.01% +7 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 148 $28.1K <0.01% -8 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 160 $28K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 147 $27.9K <0.01% -24 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 139 $26.4K 0.01% -11 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 137 $26K 0.01% +100 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 136 $25.9K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 132 $25.1K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 131 $24.9K <0.01% +94 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 123 $23.4K <0.01% +4 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 122 $23.2K 0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 120 $22.9K <0.01% +36 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 117 $22.2K 0.01% -34 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 118 $22K 0.01% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 118 $22K 0.01% new 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 115 $21.9K 0.01% -10,897 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 114 $21.7K 0.07% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 108 $21K 0.02% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 110 $20.9K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 110 $20.9K 0.01% +35 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 107 $20.3K <0.01% +12 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 104 $19.8K 0.01% 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 103 $19.6K <0.01% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 103 $19.6K <0.01% -2 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 102 $19.4K 0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 101 $19.2K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 100 $19K <0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 100 $19K 0.01% -85 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 100 $19K 0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 100 $19K 0.01% 0 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 100 $19K 0.1% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 100 $19K 0.01% -1,038 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 90 $18K <0.01% -20,215 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 93 $17.7K <0.01% +45 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 93 $17.7K <0.01% -18 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $17K 0.12% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 79 $16.4K 0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 86 $16.3K 0.02% 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 86 $16.3K 0.01% -9 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 82 $15.6K <0.01% +27 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 80 $15.2K 0.01% 0 13F-HR Timeline