Advisor Resource Council More: the full row for Advisor Resource Council 1,215 $265K 0.13% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,215 $265K 0.1% -222 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 1,210 $265K 0.01% -5,077 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,212 $265K 0.03% -284 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,200 $262K 0.03% new 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 1,200 $262K 0.35% 0 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 1,200 $262K 0.57% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,197 $262K <0.01% -48 13F-HR/A Timeline Group Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,194 $261K 0.07% -378 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,193 $261K 0.01% +52 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,189 $260K 0.01% -5,273 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,175 $257K 0.04% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,170 $256K 0.01% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,169 $255K 0.01% -65 13F-HR Timeline Group Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 1,165 $255K 0.03% 0 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 1,159 $253K 0.18% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,159 $253K 0.04% new 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,156 $253K 0.04% new 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 1,145 $250K 0.04% -3 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,144 $250K 0.01% -2,961 13F-HR Timeline Group OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,144 $250K 0.04% +66 13F-HR Timeline IronOak Wealth LLC. More: the full row for IronOak Wealth LLC. 1,137 $250K 0.24% 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,140 $249K 0.12% -220 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,140 $249K 0.07% -1,440 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,140 $249K 0.02% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,139 $249K 0.08% new 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 1,125 $246K 0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,119 $244K 0.01% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,111 $244K 0.02% -249 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,102 $241K 0.02% -316 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,100 $240K 0.09% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,099 $240K <0.01% -18 13F-HR Timeline Group Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 1,097 $240K 0.06% -1,471 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,091 $238K 0.02% -2,051 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,090 $238K 0.15% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,064 $233K <0.01% -39 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,060 $232K 0.07% -110 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,053 $230K 0.06% -150 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 1,051 $230K 0.01% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,050 $229K 0.02% new 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,050 $229K 0.04% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,016 $229K 0.03% new 13F-HR/A Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 1,043 $228K 0.08% -58 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,028 $226K 0.01% -70 13F-HR/A Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,030 $225K <0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,028 $225K 0.01% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,023 $223K <0.01% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 994 $223K 0.01% new 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,020 $223K <0.01% -839 13F-HR Timeline Group MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,016 $222K 0.02% new 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) 1,015 $222K 0.01% -3,472 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,000 $221K 0.04% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 1,011 $221K 0.13% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,009 $221K 0.03% -1,025 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 956 $220K 0.01% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 949 $220K 0.08% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 996 $218K 0.01% -166 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 980 $214K 0.1% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 977 $213K 0.01% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 976 $213K 0.02% -475 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 967 $211K 0.09% -786 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 967 $211K <0.01% new 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 963 $210K 0.11% -121 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 957 $209K <0.01% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 954 $208K 0.01% -265 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 950 $208K 0.03% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 948 $207K 0.04% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 943 $206K 0.01% -119 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 940 $205K 0.02% -362 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 936 $205K 0.02% new 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 930 $204K 0.09% new 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 879 $204K 0.14% new 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 920 $202K 0.04% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 920 $201K 0.03% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 919 $201K <0.01% -328 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 918 $201K 0.05% -295 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 909 $199K 0.01% -112 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 815 $189K 0.1% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 862 $188K 0.05% +762 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 838 $183K <0.01% +121 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 827 $181K 0.03% +441 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 795 $174K 0.03% new 13F-HR/A Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 777 $170K 0.01% +187 13F-HR Timeline Group MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 749 $164K 0.01% new 13F-HR/A Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 24,584 $163K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 733 $161K 0.1% -14 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 729 $159K 0.02% +102 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 695 $152K 0.01% -572 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 694 $152K 0.02% +26 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 690 $151K 0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 666 $146K 0.11% new 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 659 $144K 0.1% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 636 $139K 0.02% -911 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 645 $138K 0.06% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 631 $138K 0.04% +3 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 612 $134K 0.06% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 600 $131K 0.02% -5 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 585 $128K <0.01% -1,000 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 569 $124K 0.01% +286 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 544 $119K 0.04% +16 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 531 $116K 0.01% -44 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 531 $116K 0.01% +1 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 531 $116K 0.02% +85 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 506 $111K 0.07% +5 13F-HR Timeline TORNO CAPITAL, LLC More: the full row for TORNO CAPITAL, LLC 500 $109K 0.04% new 13F-HR/A Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 501 $109K 0.05% new 13F-HR Timeline CANTOR FITZGERALD, L. P. in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD, L. P. 488 $107K <0.01% new 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 464 $101K 0.04% -1 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 457 $100K <0.01% -2 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 429 $93.7K <0.01% -167 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 423 $92.4K 0.04% +301 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 404 $88.7K 0.02% 0 13F-HR/A Timeline NFSG Corp More: the full row for NFSG Corp 398 $87K 0.01% -422 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 390 $85.2K 0.03% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 390 $85.2K 0.01% -307 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 381 $84.2K <0.01% -7,903 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 375 $81.9K 0.06% +24 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 361 $78.9K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 358 $78.2K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 351 $76.7K <0.01% -137 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 350 $76.5K 0.02% +75 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 339 $74.2K 0.02% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 337 $73.6K <0.01% +147 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 330 $72.1K 0.01% -20 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 320 $69.9K 0.02% +2 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 317 $69.2K <0.01% +1 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 312 $68.2K 0.01% +3 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 326 $67.5K 0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 307 $67.1K 0.02% -2 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 303 $66.3K 0.01% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 300 $65.9K 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 $65.5K 0.03% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 279 $61K <0.01% -112 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 270 $59K <0.01% -1,122 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 $56.2K <0.01% 0 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 251 $54.8K 0.03% +41 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 248 $54.2K <0.01% +117 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 231 $50.5K 0.01% +17 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 222 $48.5K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 215 $46.7K <0.01% -315 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 201 $43.9K 0.01% 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 200 $43.7K 0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 200 $43.7K 0.02% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 196 $42.8K 0.02% 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 $42.8K 0.02% 0 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 195 $42.6K 0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 195 $42.6K 0.02% +154 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 192 $42.2K 0.02% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 191 $41.7K 0.01% -1,789 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 189 $41.3K 0.02% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 187 $40K 0.02% -20 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 175 $38.2K <0.01% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 170 $37.1K 0.01% -67 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 160 $35K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 158 $34.5K 0.03% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 154 $33.8K <0.01% -6 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 153 $33.4K <0.01% -41 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 153 $33.4K 0.01% +84 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 152 $33.2K <0.01% -19 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 151 $32.9K <0.01% -29 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 160 $32K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 147 $32K <0.01% -11 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 145 $31.7K <0.01% -2 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 144 $31.5K 0.01% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 141 $30.8K 0.01% +31 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 139 $30.7K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 141 $30.7K 0.01% -9 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 132 $30.5K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 136 $29.8K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 137 $29K <0.01% -95 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 137 $29K <0.01% -40 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 127 $27.8K <0.01% -119 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 125 $27.3K 0.02% -40 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 115 $25K <0.01% -402 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 114 $24.9K 0.08% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 112 $24.5K 0.01% -106 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 110 $24K <0.01% -13 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 108 $23.9K 0.01% -351 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 108 $23.6K <0.01% +8 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 108 $23.6K 0.02% 0 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 104 $22.7K 0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 103 $22.5K <0.01% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 103 $22.5K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 102 $22.3K 0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 102 $22.2K 0.01% +1 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 101 $22.1K <0.01% -6 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 100 $22K <0.01% -122 13F-HR Timeline Group General Partner, Inc. More: the full row for General Partner, Inc. 100 $21.8K 0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 100 $21.8K 0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 100 $21.8K 0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 100 $21.8K 0.02% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 100 $21.8K 0.02% 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 93 $20.3K <0.01% 0 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 93 $20.3K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 89 $19.4K <0.01% +12 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 86 $18.8K 0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 86 $18.8K 0.02% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 85 $18.5K <0.01% -35 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 83 $18.1K <0.01% +1 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 82 $17.9K 0.01% +81 13F-HR Timeline