Wedmont Private Capital More: the full row for Wedmont Private Capital 3,289 $396K 0.01% -6 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 3,364 $396K 0.22% +21 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,269 $394K 0.05% -51 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,343 $393K 0.01% +121 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,385 $388K 0.01% -176 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,293 $387K 0.05% +1,080 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,293 $387K <0.01% +224 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,276 $385K 0.01% -1 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 3,006 $383K 0.1% +123 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 3,242 $381K 0.19% 0 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 3,217 $378K <0.01% +156 13F-HR Timeline Group Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,210 $378K 0.04% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,208 $377K <0.01% -172 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,200 $376K 0.11% new 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 3,197 $376K 0.26% +19 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,195 $376K 0.26% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,159 $372K 0.02% +12 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 3,143 $370K 0.12% -70 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,129 $368K <0.01% -34 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,126 $368K 0.01% -378 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,108 $366K 0.07% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,093 $364K 0.01% +196 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 3,085 $363K <0.01% -4,591 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,083 $361K 0.01% -108 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 3,042 $358K 0.02% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 3,042 $358K 0.19% -1,559 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,037 $357K 0.02% 0 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 3,031 $356K <0.01% +772 13F-HR/A Timeline Group Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 3,028 $356K 0.03% new 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 3,000 $353K 0.08% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,000 $353K 0.02% +457 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 2,991 $352K 0.02% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,979 $350K 0.06% +780 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,962 $349K 0.08% +290 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,897 $341K 0.01% +692 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,890 $340K 0.05% +96 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,877 $338K <0.01% -395 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,866 $337K 0.02% -79 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 2,862 $337K 0.21% 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 2,855 $336K 0.82% +70 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,834 $333K 0.01% -871 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,814 $331K <0.01% +418 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 2,812 $331K 0.01% -550 13F-HR/A Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 2,811 $331K 0.02% -1,808 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,779 $327K <0.01% +201 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 2,770 $326K 0.01% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,752 $324K 0.03% +2 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,740 $322K 0.01% +196 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,735 $322K 0.26% +223 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,720 $320K 0.01% +6 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,706 $318K 0.01% +40 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,688 $316K <0.01% +206 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 2,684 $316K 0.24% -450 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,660 $313K <0.01% +230 13F-HR Timeline Group Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 2,655 $312K 0.16% -117 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 2,655 $312K 0.08% +74 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 2,646 $311K 0.02% -480 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,644 $311K 0.02% -34 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 2,605 $306K 0.03% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,596 $305K 0.01% +80 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 2,584 $304K 0.22% -125 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,578 $303K 0.02% -25 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,551 $301K 0.04% +234 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 2,455 $300K 0.06% +410 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,554 $300K 0.01% +101 13F-HR Timeline Group Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 2,539 $299K 0.3% +20 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,318 $298K 0.02% -399 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,519 $297K 0.01% -5 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,513 $296K 0.02% -35 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,513 $296K 0.01% +136 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,504 $294K 0.01% +375 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,500 $294K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,500 $294K <0.01% -27 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,480 $292K 0.04% 0 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 2,463 $290K 0.12% -25 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,427 $285K 0.04% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,411 $284K 0.01% -362 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 2,392 $281K 0.05% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,318 $280K 0.02% -68 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,349 $276K 0.02% -657 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,183 $276K <0.01% +15 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,349 $276K <0.01% -1,062 13F-HR Timeline Saber Capital Managment, LLC More: the full row for Saber Capital Managment, LLC 2,336 $275K 0.21% -5,780 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,474 $273K 0.09% -1,790 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,290 $270K 0.01% +10 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,292 $270K 0.02% 0 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,290 $269K 0.08% +544 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,258 $266K <0.01% +103 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,244 $264K 0.01% -3,990 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 2,241 $264K 0.04% 0 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 2,225 $262K 0.17% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,174 $256K 0.01% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,161 $254K 0.01% -269 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,157 $254K <0.01% -515 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,153 $253K <0.01% +149 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,154 $253K 0.01% -226 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,149 $253K 0.11% +310 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,149 $253K 0.03% +4 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,150 $253K 0.04% +221 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,130 $251K 0.03% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,121 $249K 0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,114 $249K 0.06% -55 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,102 $247K 0.02% -56 13F-HR Timeline EDMP, INC. More: the full row for EDMP, INC. 2,091 $246K 0.2% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,091 $246K 0.01% +82 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,074 $244K 0.08% +9 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,078 $244K <0.01% +488 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 2,070 $244K 0.03% -856 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 2,069 $243K <0.01% -16,697 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,975 $242K <0.01% -155 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,049 $241K 0.01% new 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,109 $240K 0.01% -24 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,032 $239K <0.01% -2,453 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,031 $239K <0.01% -309 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 2,027 $238K 0.13% new 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 2,026 $238K 0.21% +26 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,019 $237K 0.08% 0 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 2,000 $235K 0.12% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,819 $233K 0.02% -242 13F-HR Timeline Franchise GP Ltd More: the full row for Franchise GP Ltd 1,960 $231K 0.08% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,958 $230K 0.01% new 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,900 $223K 0.06% -200 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,895 $223K <0.01% -455 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,886 $222K 0.19% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,882 $221K <0.01% -2,405 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,871 $219K 0.01% -274 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,848 $217K 0.01% -2 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,840 $217K 0.03% -76 13F-HR Timeline Group Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,837 $216K 0.04% new 13F-HR Timeline Group Graetz Wealth LLC More: the full row for Graetz Wealth LLC 1,834 $216K 0.19% -111 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,776 $214K 0.06% -118 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,816 $214K 0.04% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,810 $213K 0.03% +330 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,804 $212K <0.01% +58 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,797 $211K 0.01% +44 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,792 $211K 0.05% +344 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,790 $211K 0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,790 $210K <0.01% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,781 $210K <0.01% +40 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,839 $209K 0.01% -38 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,775 $209K 0.01% +530 13F-HR/A Timeline Group Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,764 $207K 0.05% new 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 1,745 $205K 0.04% new 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,495 $205K 0.12% 0 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 1,729 $203K 0.03% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,714 $202K 0.01% new 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 1,714 $202K 0.03% -49,035 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,638 $193K 0.02% +1,634 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,604 $189K 0.03% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,500 $180K <0.01% 0 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) 1,475 $173K <0.01% -1,673 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,463 $172K <0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. 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More: the full row for HAZLETT, BURT & WATSON, INC. 1,001 $119K 0.04% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 983 $116K 0.04% +484 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 971 $114K 0.04% +18 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 950 $112K 0.01% +80 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 932 $110K 0.04% +455 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 858 $101K 0.03% -21 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 851 $96.8K <0.01% 0 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 817 $96.1K 0.01% +15 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 815 $95.9K 0.03% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 813 $95.6K 0.04% -55 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 799 $94K 0.01% +164 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 747 $87.9K 0.01% -6 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 730 $85.9K 0.01% +509 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 724 $85.1K 0.02% -142 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 718 $84.4K 0.05% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 706 $83K <0.01% +112 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 687 $81K <0.01% -2,310 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 656 $77.2K <0.01% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 653 $76.8K 0.02% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 638 $75K 0.04% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 651 $75K <0.01% +62 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 635 $74.8K <0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 630 $74.1K <0.01% +43 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 614 $72.2K 0.01% -598 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 591 $69.7K 0.01% +35 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 584 $68.8K 0.04% +4 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 563 $66.3K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 563 $66K 0.05% -251 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 551 $64.9K 0.01% +5 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 541 $63.6K 0.03% +251 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 534 $62.6K 0.04% -69 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 516 $60.7K <0.01% +39 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 507 $59.6K <0.01% +3 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 500 $58.8K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 468 $55K 0.01% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 467 $54.9K +313 Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 465 $54.7K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 453 $53.2K 0.03% -7 13F-HR Timeline