OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 6,500 $316K 0.02% 0 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 6,401 $311K <0.01% +227 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 6,371 $310K 0.01% new 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 6,315 $307K 0.09% 0 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 6,254 $304K 0.01% +382 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 6,193 $301K 0.01% -862 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 6,159 $300K 0.02% 0 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 6,138 $299K 0.07% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 6,129 $298K 0.02% +904 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 6,065 $295K 0.2% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 6,011 $292K <0.01% +594 13F-HR Timeline Group Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 6,000 $292K 0.04% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,789 $282K 0.01% +1,525 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 5,747 $280K 0.09% 0 13F-HR/A Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 5,730 $279K 0.01% 0 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 5,693 $277K <0.01% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 5,689 $277K <0.01% new 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 5,632 $274K 0.06% 0 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 5,594 $273K <0.01% +1,354 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 5,513 $268K 0.01% -1,359 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 5,500 $268K <0.01% 0 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 5,430 $264K 0.01% +69 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,367 $261K <0.01% +8 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,346 $260K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,340 $260K <0.01% +4,811 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 5,280 $257K 0.01% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,265 $256K 0.02% new 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 5,215 $254K 0.05% 0 13F-HR Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 4,863 $237K 0.07% 0 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,826 $235K <0.01% +280 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,800 $234K 0.02% +867 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,790 $233K 0.01% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,784 $233K <0.01% +231 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,758 $232K <0.01% +41 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. 4,740 $231K 0.01% 0 13F-HR Timeline Group Forge Financial Services LLC More: the full row for Forge Financial Services LLC 4,688 $228K 0.02% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 4,688 $228K 0.04% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,646 $224K 0.01% +5 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4,640 $224K <0.01% +722 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,581 $223K 0.03% new 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 4,483 $221K <0.01% +79 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 4,536 $221K 0.03% +21 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 4,524 $220K 0.06% -326 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 4,501 $219K 0.01% -5 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,501 $219K 0.02% -114 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,461 $215K <0.01% -134 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,456 $214K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,374 $213K <0.01% -255 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 4,364 $212K <0.01% +534 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 4,344 $211K <0.01% 0 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 4,340 $211K <0.01% -689 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,302 $209K <0.01% new 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 4,300 $209K 0.02% 0 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 4,300 $209K 0.02% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,293 $209K 0.03% +33 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 4,285 $209K 0.09% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,087 $201K 0.01% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,115 $200K <0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,978 $194K 0.01% +407 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,803 $185K <0.01% 0 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 3,585 $174K <0.01% new 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,440 $167K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,276 $159K <0.01% +321 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,200 $156K 0.08% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 3,037 $148K 0.02% +3,031 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,000 $146K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,760 $134K 0.02% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,738 $133K 0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2,605 $127K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,392 $116K <0.01% +1,618 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,160 $105K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 2,022 $98K 0.07% 0 13F-HR/A 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 2,000 $97.3K <0.01% 0 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,000 $97.3K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,000 $97.3K <0.01% new 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 1,969 $96K <0.01% +53 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,879 $91.4K 0.02% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,697 $82.6K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,654 $80.5K 0.01% +22 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,611 $78.4K 0.02% -3 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,605 $78.1K 0.02% -2 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,460 $71K <0.01% -1,600 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,409 $69.4K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,300 $63.3K 0.01% -274 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,290 $62.8K 0.01% +486 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,286 $62K <0.01% -491 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,206 $58.7K 0.01% +879 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,200 $58.4K <0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,162 $56.5K <0.01% -23 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,157 $56.3K 0.02% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,124 $54.7K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,105 $53.7K <0.01% +285 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,062 $51.7K 0.01% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,034 $50.3K <0.01% +969 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,032 $50.2K 0.02% +9 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,000 $48.7K <0.01% 0 13F-HR Timeline Group SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,000 $48.7K 0.01% new 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,000 $48.7K 0.02% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 969 $47.2K 0.02% +666 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 844 $41.1K <0.01% 0 13F-HR/A Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 835 $40.6K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 800 $38.9K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 784 $38.1K 0.03% +7 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 767 $37.3K 0.01% +86 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 755 $36.7K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 744 $36K <0.01% 0 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 675 $32.8K 0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 667 $32.2K <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 661 $32.2K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 650 $31.6K <0.01% -650 13F-HR Timeline Quarry LP More: the full row for Quarry LP 643 $31.3K <0.01% -3,779 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 617 $30K <0.01% new 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 603 $29.3K 0.01% +6 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 600 $29.2K 0.01% 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 537 $26.1K 0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 532 $25.9K <0.01% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 500 $24.3K <0.01% 0 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 500 $24.3K 0.02% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 496 $24.1K <0.01% +21 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 480 $23.4K 0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 474 $23.1K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 446 $21.7K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 434 $21.1K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 434 $21.1K 0.01% +341 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 434 $21.1K <0.01% +179 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 431 $21K <0.01% +407 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 428 $20.8K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 422 $20K 0.01% +30 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 404 $19.7K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 400 $19.5K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 392 $19.1K <0.01% -35 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 400 $19K <0.01% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 372 $18.1K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 364 $17.7K <0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 350 $17K 0.01% -350 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 350 $17K 0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 348 $16.9K <0.01% +316 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 344 $16.7K <0.01% +9 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 295 $15K <0.01% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 300 $14.6K 0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 296 $14.2K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 278 $13.5K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 250 $12.2K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 241 $11.7K 0.01% +174 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 227 $11K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 225 $10.9K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 221 $10.8K <0.01% +31 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 220 $10.7K <0.01% -6 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 213 $10.4K <0.01% +210 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 207 $10.1K <0.01% 0 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 200 $9.73K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 200 $9.73K <0.01% +2 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 200 $9.73K 0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 185 $9K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 179 $8.71K <0.01% 0 13F-HR Timeline Group COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 172 $8.19K <0.01% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 156 $7.59K <0.01% +9 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 152 $7.4K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 150 $7.3K <0.01% +123 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 133 $6.47K <0.01% +111 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 129 $6.27K <0.01% +24 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 116 $5.71K <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 104 $5.08K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 101 $4.92K <0.01% +20 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 101 $4.83K <0.01% +95 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 94 $4.58K <0.01% +4 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 90 $4.38K <0.01% +12 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 85 $4.14K <0.01% -30 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 85 $4.14K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 81 $3.97K <0.01% +1 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 79 $3.84K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 62 $3.02K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 62 $3.02K <0.01% +29 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 66 $3K <0.01% +22 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 61 $3K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 60 $2.92K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 56 $2.73K <0.01% +24 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 54 $2.61K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 53 $2.58K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 52 $2.53K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 46 $2.24K <0.01% +31 13F-HR Timeline Group Key Capital Management, INC More: the full row for Key Capital Management, INC 45 $2.19K <0.01% 0 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. 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More: the full row for Wealth Enhancement Trust Services, Inc. 39 $1.9K <0.01% new 13F-HR/A Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 39 $1.9K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 34 $1.65K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 32 $1.59K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 32 $1.56K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 31 $1.51K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 29 $1.41K <0.01% +6 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 27 $1.31K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 27 $1.31K <0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 26 $1.23K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 25 $1.22K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 24 $1.17K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 24 $1.17K <0.01% 0 13F-HR Timeline