Rockport Wealth LLC More: the full row for Rockport Wealth LLC 944 $277K 0.06% new 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 943 $277K 0.03% -45 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 940 $276K 0.13% +5 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 919 $275K 0.02% -8 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 933 $274K 0.03% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 932 $274K 0.13% -810 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 931 $273K 0.04% -208 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 931 $273K 0.13% -735 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 929 $273K 0.08% 0 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 927 $272K 0.03% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 927 $272K 0.06% +1 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 923 $271K 0.03% -39 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 918 $269K <0.01% -185 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 918 $269K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 905 $266K 0.04% +77 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 904 $265K 0.01% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 897 $263K 0.01% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 892 $262K 0.02% -164 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 888 $261K 0.01% -106 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 887 $260K 0.16% +13 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 919 $259K 0.02% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 878 $258K 0.06% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 884 $255K 0.01% +10 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 869 $255K <0.01% -22 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 869 $255K 0.03% -194 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 865 $254K 0 Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 865 $254K 0.02% -129 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 864 $253K <0.01% +38 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 863 $253K 0.05% +83 13F-HR Timeline Group Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 860 $252K 0.04% -573 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 860 $252K 0.13% +51 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 862 $251K 0.03% new 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 853 $250K <0.01% -13,719 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 851 $250K 0.1% -112 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 850 $249K 0.15% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 847 $249K <0.01% -142 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 845 $248K 0.05% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 842 $247K 0.1% +103 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 840 $247K 0.01% +14 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 840 $246K 0.01% -659 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 838 $246K 0.16% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 831 $244K <0.01% -2,203 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 830 $243K 0.01% 0 13F-HR/A Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 829 $243K 0.05% -10 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 823 $241K 0.12% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 819 $240K <0.01% -48 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 817 $240K 0.02% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 815 $239K 0.09% 0 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 812 $238K 0.01% +135 13F-HR Timeline Group Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 810 $238K 0.14% +30 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 809 $237K 0.04% +48 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 809 $237K 0.01% -101 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 808 $237K 0.01% -205 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 804 $236K 0.04% new 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 804 $236K 0.03% -196 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 804 $236K 0.03% new 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 803 $236K 0.21% -7 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 798 $234K 0.09% 0 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 789 $232K 0.02% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 788 $231K 0.02% -6,794 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 784 $230K 0.14% 0 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 775 $227K <0.01% -19,349 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 774 $227K 0.19% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 773 $227K 0.02% new 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 766 $225K 0.03% 0 13F-HR/A Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 766 $225K 0.05% -263 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 764 $224K 0.06% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 761 $223K 0.01% new 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 757 $222K 0.01% +6 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 757 $222K 0.05% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 755 $222K 0.01% -142 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 753 $221K -301 Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 750 $220K 0.07% +23 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 750 $220K 0.09% 0 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 749 $220K 0.14% -4 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 749 $220K 0.18% 0 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 740 $217K 0.11% -3 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 740 $217K 0.02% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 730 $214K 0.01% -3 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 754 $214K 0.04% new 13F-HR Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 729 $214K 0.22% 0 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 728 $214K 0.05% -8 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 729 $214K <0.01% +73 13F-HR Timeline Group Impact Investors, Inc More: the full row for Impact Investors, Inc 727 $213K 0.15% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 722 $212K 0.02% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 717 $210K 0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 713 $209K <0.01% -153 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 711 $209K 0.02% +3 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 707 $207K 0.03% +35 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 702 $206K 0.03% -9 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 702 $206K 0.01% -23 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 700 $205K 0.15% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 699 $205K <0.01% -39 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 697 $205K <0.01% new 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 691 $203K 0.04% -87 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 691 $203K 0.01% -764 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 705 $202K 0.06% -30 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 660 $194K 0.05% +70 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 651 $191K 0.05% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 636 $187K 0.02% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 624 $183K 0.09% -150 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 623 $183K 0.07% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 620 $182K 0.01% +1 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 602 $177K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 567 $164K 0.01% -247 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 551 $162K 0.02% +54 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 541 $159K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 531 $156K 0.01% -21 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 530 $156K 0.02% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 528 $155K 0.05% +30 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 514 $151K 0.02% +98 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 506 $148K 0.11% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 487 $143K 0.09% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 483 $142K <0.01% +218 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 480 $140K 0.01% +28 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 464 $136K 0.01% new 13F-HR/A Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 459 $135K 0.01% -325 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 456 $134K <0.01% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 453 $133K <0.01% -74 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 454 $132K 0.07% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 440 $129K 0.01% +188 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 427 $126K 0.07% -13 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 427 $125K 0.02% +6 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 424 $124K <0.01% +11 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 419 $123K <0.01% +1 13F-HR Timeline Group Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 418 $123K <0.01% -3,685 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 416 $122K 0.03% +36 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 414 $121K <0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 413 $121K 0.09% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 412 $121K 0.03% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 410 $120K 0.05% +71 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 397 $116K 0.06% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 374 $110K <0.01% -324 13F-HR Timeline City State Bank More: the full row for City State Bank 366 $107K 0.03% 0 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 357 $105K 0.04% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 354 $104K <0.01% -2,844 13F-HR Timeline Group Putney Financial Group LLC More: the full row for Putney Financial Group LLC 353 $104K 0.1% -23 13F-HR/A Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 338 $99.2K 0.09% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 339 $99K 0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 336 $98.6K 0.03% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 333 $97.7K 0.04% -32 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 325 $95.4K 0.07% -72 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 324 $95.1K 0.01% +38 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 323 $94.8K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 321 $94.2K 0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 317 $93K 0.03% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 310 $91K 0.01% +23 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 300 $88K <0.01% +100 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 297 $87.1K 0.02% -746 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 290 $85.1K 0.02% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 287 $84K 0.03% +3 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 270 $79.2K 0.04% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 252 $74K 0.04% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 242 $71.1K 0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 26,155 $70.9K 0.01% -81 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 240 $70.4K 0.02% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 236 $69.2K <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 231 $67.9K 0.05% +4 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 229 $67.3K 0.03% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 223 $65.4K 0.01% -15 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 221 $64.8K 0.02% +1 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 218 $64K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 213 $62.5K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 200 $58.7K 0.02% +181 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 200 $58K 0.04% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 189 $55.4K <0.01% +150 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 188 $55.2K 0.03% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 185 $54.3K 0.02% 0 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 181 $53K <0.01% +1 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 179 $52.5K <0.01% -8 13F-HR/A Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 179 $52.5K 0.01% +1 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 178 $52.3K 0.09% +4 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 178 $52.2K 0.02% +14 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 176 $52K 0.01% -11 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 172 $50.5K <0.01% -7 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 168 $49.3K <0.01% -2 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 164 $48.1K <0.01% +111 13F-HR Timeline Group TOBAM More: the full row for TOBAM 165 $48K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rossby Financial, LCC More: the full row for Rossby Financial, LCC 163 $47.8K 0.02% +8 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 153 $44.9K 0.01% +2 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 141 $41.4K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 137 $40.2K <0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 128 $37.6K 0.04% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 126 $37K 0.03% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 123 $36.1K 0.01% +2 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 121 $35.6K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 119 $35.5K 0.01% -3 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 118 $34.6K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 112 $33K 0.01% +1 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 106 $31.1K 0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 106 $31.1K <0.01% +40 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 105 $31K <0.01% +19 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 100 $29.3K <0.01% +42 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 100 $29.3K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 100 $28.9K 0.02% -16 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 96 $28.2K 0.03% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 92 $28K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 95 $27.9K <0.01% +50 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 92 $27K <0.01% -177 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 86 $25.2K <0.01% 0 13F-HR Timeline Group