Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,878 $257K <0.01% +479 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 2,847 $255K <0.01% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,847 $255K 0.2% 0 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 2,806 $251K 0.01% +282 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 2,774 $248K <0.01% 0 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,760 $247K 0.02% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,633 $245K 0.01% new 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 2,708 $242K 0.01% -911 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 2,700 $242K <0.01% new 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 2,650 $237K 0.12% -250 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 2,646 $237K 0.02% +633 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,590 $232K <0.01% -70 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,567 $230K <0.01% -878 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,564 $229K 0.03% +16 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,556 $229K 0.01% -324 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,551 $228K 0.05% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,526 $226K 0.02% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,525 $226K 0.03% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,500 $224K 0.01% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,500 $224K 0.07% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,499 $224K 0.01% -152 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 2,477 $222K 0.07% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,401 $215K 0.01% +293 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 2,400 $215K 0.11% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,393 $214K 0.01% +49 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 2,387 $214K 0.53% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,382 $213K 0.01% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,360 $211K 0.01% new 13F-HR/A Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,358 $211K <0.01% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,349 $210K 0.05% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,329 $208K 0.01% -2,628 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,256 $202K <0.01% +51 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 2,250 $201K 0.22% 0 13F-HR/A Timeline Babb Wealth Advisors LLC More: the full row for Babb Wealth Advisors LLC 2,239 $200K 0.15% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,142 $192K <0.01% -1,785 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,808 $162K 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) 1,770 $158K <0.01% -12,828 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,776 $157K <0.01% +144 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,733 $155K <0.01% 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,731 $155K 0.02% -103 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,639 $147K 0.05% -1,207 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,606 $144K <0.01% +22 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,620 $143K 0.01% +326 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,600 $143K <0.01% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,600 $143K 0.03% +1,000 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,443 $129K +248 Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,374 $123K <0.01% +103 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,360 $122K <0.01% +3 13F-HR/A Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,352 $121K 0.01% -64 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,343 $120K <0.01% +1,221 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,330 $119K 0.01% +140 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 1,317 $118K 0.04% +408 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,284 $115K <0.01% +34 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,265 $113K <0.01% -1 13F-HR/A Timeline Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 1,254 $111K <0.01% +206 13F-HR Timeline Group North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 1,230 $110K 0.07% 0 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 1,132 $101K <0.01% +187 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,085 $97.8K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,052 $94.2K <0.01% -42 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,048 $93.8K <0.01% +268 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,035 $92.6K 0.02% 0 13F-HR/A Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,013 $92K <0.01% +200 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 1,011 $90.5K 0.11% 0 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,008 $90.2K 0.01% -349 13F-HR Timeline HUSSMAN STRATEGIC ADVISORS, INC. More: the full row for HUSSMAN STRATEGIC ADVISORS, INC. 1,000 $89.5K 0.02% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 996 $89.1K 0.02% -1,512 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 950 $85K <0.01% 0 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 930 $83.3K <0.01% +86 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 850 $76K 0.06% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 844 $75.5K 0.01% +8 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 842 $75.3K <0.01% +12 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 800 $71.6K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 776 $69.4K 0.01% -15 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 776 $69.4K 0.01% +290 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 748 $66.9K <0.01% -7,462 13F-HR Timeline CNB Bank More: the full row for CNB Bank 715 $64K 0.03% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 700 $62.6K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 698 $62.5K 0.01% -9 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 631 $56K 0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 597 $53.4K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 590 $52.8K <0.01% 0 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. 574 $51K <0.01% new 13F-HR Timeline Group Kennebec Savings Bank More: the full row for Kennebec Savings Bank 555 $49.7K 0.05% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 550 $49.2K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 526 $47.1K 0.01% 0 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 534 $47K <0.01% +14 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 508 $45.5K <0.01% +213 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 500 $45K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 501 $44.8K 0.02% -7 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 500 $44.7K 0.02% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 500 $44.7K 0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 500 $44.7K 0.02% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 489 $43.8K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 478 $42.8K <0.01% +187 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 450 $40.3K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 444 $39.7K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 425 $38K <0.01% -11 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 218 $37.9K <0.01% +82 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 418 $37.4K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 401 $35.9K 0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 400 $35.8K 0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 400 $35.8K 0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 393 $35K 0.02% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 386 $34.5K 0.02% +15 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 353 $31.6K <0.01% new 13F-HR/A Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 341 $30.5K 0.01% 0 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 325 $29.1K <0.01% 0 13F-HR/A Timeline Group CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 325 $29.1K 0.03% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 320 $28.6K 0.02% +195 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 317 $28.4K 0.02% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 310 $27.7K <0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 300 $27K 0.02% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 300 $26.8K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 300 $26.8K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 300 $26.8K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 293 $26.2K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 291 $26K 0.02% +4 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 270 $24.2K <0.01% -56 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 269 $24.1K 0.01% +1 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 267 $23.9K <0.01% +8 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 233 $20.8K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 229 $20K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 200 $17.9K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 199 $17.8K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 195 $17.5K <0.01% -32 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 174 $15.6K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 174 $15.6K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 167 $14.9K <0.01% +101 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 163 $14.6K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 150 $13.4K 0.01% -100 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 154 $13K <0.01% +16 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 141 $12.6K <0.01% -8 13F-HR Timeline City State Bank More: the full row for City State Bank 141 $12.6K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 133 $11.9K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 126 $11.3K <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. 121 $10.8K <0.01% 0 13F-HR Timeline Group EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 118 $10.6K 0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 110 $9.84K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 110 $9.84K 0.01% 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 105 $9.39K <0.01% +39 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 105 $9.39K <0.01% 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 103 $9.22K <0.01% +3 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 102 $9.13K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 101 $9.04K <0.01% +1 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 100 $8.95K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 100 $8.95K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 100 $8.95K <0.01% 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 93 $8.32K 0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 92 $8.23K <0.01% new 13F-HR/A Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 90 $8.05K <0.01% +9 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 86 $7.69K <0.01% +6 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 84 $7.51K <0.01% -4 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 81 $7.25K <0.01% +8 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 81 $7.25K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 80 $7.16K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 75 $6.71K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 75 $6.64K <0.01% -5 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 73 $6.53K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 70 $6.26K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 67 $6K <0.01% -5 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 63 $5.64K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 62 $5.55K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 59 $5.28K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 58 $5.19K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 58 $5.16K 0.01% +22 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 56 $5K <0.01% +11 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 53 $4.77K <0.01% -115 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 51 $4.56K <0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 50 $4.47K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 45 $4.07K <0.01% -3 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 45 $4.05K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 43 $3.85K <0.01% +37 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 41 $3.67K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 41 $3.67K <0.01% 0 13F-HR Timeline Group Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 39 $3.66K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 40 $3.66K <0.01% +30 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 33 $2.92K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 30 $2.68K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 29 $2.6K <0.01% -61 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 26 $2.33K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 24 $2.22K <0.01% +4 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 24 $2.15K <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 22 $1.97K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 19 $1.7K <0.01% +11 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 19 $1.7K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 19 $1.7K <0.01% 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 17 $1.52K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 16 $1.43K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 15 $1.36K <0.01% -597 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 14 $1.25K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 9 $1K <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 11 $985 <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 9 $824 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 9 $809 <0.01% -17 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 9 $806 <0.01% -6 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 8 $716 <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 8 $716 <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 8 $716 <0.01% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 8 $715 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 7 $627 <0.01% 0 13F-HR Timeline Group