ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 965 $365K 0.14% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 961 $363K 0.02% +127 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 949 $359K 0.04% -214 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 947 $358K 0.03% +25 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 946 $358K 0.03% +215 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 944 $357K 0.08% -60 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 944 $357K 0.02% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 942 $356K 0.02% -31 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 940 $355K 0.01% +18 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 939 $355K 0.18% +56 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 935 $354K 0.03% +17 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 932 $352K 0.18% -155 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 931 $352K 0.01% +19 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 944 $351K 0.02% -10 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 929 $351K <0.01% new 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 923 $349K 0.02% new 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 920 $348K 0.12% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 901 $341K 0.04% +4 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 900 $340K <0.01% 0 13F-HR Timeline OPTIMIZE FINANCIAL INC. 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Inc More: the full row for O'Brien Greene & Co. Inc 852 $322K 0.11% +6 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 844 $319K 0.08% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 754 $318K 0.01% -221 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 832 $315K 0.05% +22 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 827 $313K 0.02% +36 13F-HR Timeline Cohen Capital Management, Inc. 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More: the full row for MIdWestOne Financial Group, Inc. 813 $307K 0.04% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 811 $307K 0.01% +76 13F-HR/A Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 808 $305K 0.16% +32 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 806 $305K 0.04% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 803 $304K 0.02% -50 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 803 $304K 0.01% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 802 $303K 0.01% -12 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 801 $303K 0.04% 0 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 800 $302K <0.01% new 13F-HR Timeline Group Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 800 $302K 0.07% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 800 $302K 0.01% 0 13F-HR/A Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 799 $302K 0.08% +155 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 798 $302K 0.01% +3 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 792 $299K 0.01% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 786 $297K 0.02% new 13F-HR Timeline Finivi Inc. 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More: the full row for Terril Brothers, Inc. 750 $284K 0.11% new 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 744 $281K 0.13% -507 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 744 $281K 0.01% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 738 $279K 0.07% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 737 $279K 0.02% -1,049 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 731 $276K 0.02% -205 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 723 $273K 0.17% -2,794 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 722 $273K 0.09% +278 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 720 $272K 0.02% 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 718 $271K 0.01% new 13F-HR Timeline Willis Johnson & Associates, Inc. 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More: the full row for DIAMANT ASSET MANAGEMENT, INC. 690 $261K 0.2% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 689 $260K 0.03% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 688 $260K 0.02% -115 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 687 $260K <0.01% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 685 $259K 0.07% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 681 $257K 0.03% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 679 $257K 0.04% new 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 677 $256K 0.16% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 675 $255K 0.02% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 675 $255K 0.03% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 674 $255K 0.02% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 672 $254K 0.02% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 672 $254K 0.06% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 667 $252K 0.02% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 663 $251K 0.05% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 613 $249K 0.05% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 658 $249K 0.04% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 658 $249K 0.23% +641 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 656 $248K 0.04% new 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 652 $247K 0.08% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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More: the full row for BOK Financial Private Wealth, Inc. 619 $234K 0.02% -75 13F-HR Timeline Trilogy Capital Inc. 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More: the full row for First Horizon Advisors, Inc. 580 $219K 0.01% +14 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 579 $219K 0.08% new 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 579 $219K 0.07% new 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 576 $218K 0.09% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 575 $218K 0.01% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 574 $217K <0.01% new 13F-HR/A Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 565 $214K 0.12% new 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 565 $214K 0.14% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 565 $214K 0.01% -636 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 564 $213K 0.02% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 564 $213K 0.08% -18 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 563 $213K <0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 560 $212K 0.02% new 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 560 $212K 0.02% new 13F-HR Timeline Group FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 556 $210K <0.01% new 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 556 $210K <0.01% new 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 550 $208K 0.07% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 547 $208K 0.03% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 546 $206K 0.03% new 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 542 $205K 0.02% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 540 $204K 0.02% -3 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 539 $204K 0.03% 0 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 525 $204K 0.14% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 539 $204K 0.01% new 13F-HR Timeline Group Axecap Investments, LLC More: the full row for Axecap Investments, LLC 537 $203K 0.13% new 13F-HR Timeline Wealthcare Capital Partners, LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Capital Partners, LLC 533 $201K 0.1% new 13F-HR Timeline Group Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 531 $201K 0.04% new 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 529 $200K 0.35% new 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 511 $193K 0.01% +8 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 504 $191K 0.09% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 500 $189K <0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 468 $177K 0.05% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 468 $177K 0.21% +454 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 465 $176K 0.1% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 452 $171K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. 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Ltd, Zurich 425 $161K <0.01% 0 13F-HR/A Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 415 $157K 0.04% +390 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 412 $156K 0.01% +322 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 400 $151K 0.04% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 381 $144K 0.1% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 360 $136K 0.02% +22 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 358 $135K 0.01% 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 350 $132K <0.01% 0 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 323 $122K 0.01% new 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 320 $121K 0.04% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 302 $114K 0.03% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 300 $113K 0.01% new 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 300 $113K 0.04% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 300 $113K <0.01% new 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 286 $108K 0.06% -27 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 285 $108K 0.08% -30 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 280 $106K 0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 266 $101K 0.06% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 266 $100K 0.02% +25 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 689 $99K 0.01% new 13F-HR Timeline MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 260 $98.3K <0.01% new 13F-HR Timeline