ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,958 $289K 0.16% new 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 1,929 $284K 0.02% -23,275 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,905 $281K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,883 $277K 0.03% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,863 $274K 0.01% +3 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,856 $273K 0.01% +8 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,844 $272K 0.01% new 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 1,835 $270K 0.03% -60 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,829 $269K 0.08% -278 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,821 $268K 0.02% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,818 $268K 0.04% -18 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,798 $265K 0.01% -687 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,794 $264K <0.01% new 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 1,781 $262K <0.01% -154 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,780 $262K 0.03% -105 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,768 $260K 0.01% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,762 $260K 0.03% +6 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,754 $258K 0.01% new 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 1,748 $258K 0.04% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,746 $257K 0.02% +1 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,738 $256K 0.01% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 1,732 $255K 0.26% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,730 $255K 0.01% new 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 1,721 $254K 0.08% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,696 $250K 0.13% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,695 $250K 0.01% new 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,679 $247K 0.06% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,660 $245K 0.01% +20 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,655 $244K 0.02% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,644 $242K 0.01% 0 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 1,621 $239K 0.01% +51 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,617 $238K 0.11% -70 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 1,603 $236K 0.14% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,603 $236K <0.01% +1,504 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,600 $236K 0.01% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,600 $236K <0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,599 $236K 0.01% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,598 $235K 0.01% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,589 $234K 0.01% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,579 $233K 0.08% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,567 $231K <0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,564 $230K 0.03% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,564 $230K 0.08% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,556 $229K 0.01% -248 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 1,553 $229K 0.04% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,550 $228K 0.02% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,533 $226K 0.01% new 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,525 $225K 0.01% new 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 1,505 $222K <0.01% new 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 1,500 $221K 0.06% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,500 $221K <0.01% -9,251 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,500 $221K 0.09% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,500 $221K 0.01% new 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 1,500 $221K 0.02% new 13F-HR Timeline Mawer Investment Management Ltd. More: the full row for Mawer Investment Management Ltd. 1,495 $220K <0.01% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,494 $220K <0.01% new 13F-HR Timeline Group Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 1,494 $220K 0.12% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,485 $219K <0.01% new 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 1,471 $217K 0.04% new 13F-HR/A Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,458 $215K 0.06% -113 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,457 $215K 0.04% new 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,450 $214K 0.05% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,450 $214K 0.02% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,441 $212K 0.01% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,441 $212K 0.03% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,438 $212K 0.03% +219 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,436 $212K 0.01% +43 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,433 $211K 0.04% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,431 $211K 0.01% new 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 1,427 $210K 0.06% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,427 $210K 0.02% +6 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 1,411 $208K 0.05% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,408 $207K 0.01% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,408 $207K 0.01% new 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,407 $207K 0.03% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,403 $206K 0.01% -150 13F-HR/A Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 1,400 $206K 0.15% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,384 $204K <0.01% -802 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 1,378 $203K 0.14% new 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 1,379 $203K 0.06% new 13F-HR Timeline BANK OZK More: the full row for BANK OZK 1,373 $202K 0.07% new 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 1,372 $202K 0.12% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,372 $202K <0.01% -188 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,350 $199K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,273 $187K 0.02% +368 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 1,164 $171K 0.04% +211 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,116 $164K 0.01% +211 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,083 $160K 0.04% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,042 $154K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,027 $151K 0.04% +8 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 981 $144K 0.01% +593 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 955 $141K <0.01% 0 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 939 $138K 0.1% +253 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 906 $133K <0.01% 0 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 846 $125K 0.03% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 807 $119K 0.02% -235 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 763 $112K 0.08% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 738 $109K <0.01% +254 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 671 $98.7K 0.02% +22 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 660 $97.2K <0.01% -24 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 636 $93.7K <0.01% -75 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 620 $91.3K 0.01% +35 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 615 $90.6K 0.04% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 600 $88.4K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 600 $88.4K 0.03% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 593 $87.3K 0.01% +4 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 590 $86.9K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 565 $83.3K 0.01% +554 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 562 $82.8K <0.01% -22 13F-HR/A Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 557 $82.1K <0.01% 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 536 $78.9K 0.04% +77 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 518 $76.3K 0.01% +68 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 503 $74.1K <0.01% -76 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 500 $73.7K 0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 500 $73.7K <0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 500 $73.7K <0.01% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 500 $73.7K <0.01% 0 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 545 $73.3K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 460 $67.8K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 442 $65.1K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 437 $64.4K 0.01% +3 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 421 $62K <0.01% -202 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 425 $62K 0.02% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 413 $60.8K 0.05% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 410 $60.4K 0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 404 $60K 0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 400 $58.9K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 397 $58.5K 0.04% +203 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 376 $55.4K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 375 $55.2K 0.02% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 347 $51.1K 0.05% +8 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 345 $50.8K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 344 $50.7K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 313 $46.1K <0.01% -470 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 159 $45.4K 0.01% -17 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 302 $44.5K 0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 301 $44.4K 0.01% +2 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 300 $44.2K <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 300 $44.2K <0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 300 $44.2K 0.03% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 285 $42K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 279 $41.1K 0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 268 $40K <0.01% +2 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 271 $39.9K <0.01% +138 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 265 $39K 0.02% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 255 $37.6K <0.01% new 13F-HR Timeline Group Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 250 $36.8K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 234 $34.4K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 210 $30.9K 0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 207 $30.5K <0.01% 0 13F-HR Timeline Group Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 201 $29.7K 0.01% +1 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 200 $29.5K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 186 $27.4K <0.01% new 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 184 $27.1K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 160 $23.6K 0.07% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 160 $23.6K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 148 $21.8K <0.01% -27 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 144 $21.2K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 134 $19.7K <0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 133 $19.6K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 130 $19.2K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 129 $19K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 126 $18.6K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 119 $17.5K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 118 $17.4K <0.01% +19 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 113 $16.6K 0.01% +38 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 113 $16.6K 0.07% -42 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 100 $14.7K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 100 $14.7K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 94 $13.8K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 93 $13.7K <0.01% -150 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 90 $13.3K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 85 $12.5K <0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 85 $12.5K 0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 87 $12K <0.01% -27 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 80 $11.8K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 74 $10.9K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 71 $10.5K <0.01% +43 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 69 $10.2K <0.01% +64 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 68 $10K <0.01% new 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 67 $9.87K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 65 $9.58K <0.01% +4 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 64 $9.43K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 60 $8.84K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 60 $8.83K <0.01% +12 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 58 $8.54K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 57 $8.4K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 47 $6.92K <0.01% 0 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 40 $5.89K <0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 39 $5.75K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 39 $5.75K <0.01% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 33 $4.86K <0.01% new 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 33 $4.86K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 27 $3.98K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 26 $3.83K <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 25 $3.68K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 25 $3.68K <0.01% new 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 23 $3.39K <0.01% new 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 23 $3.39K <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 2,248 $3.31K 0.13% 0 13F-HR Timeline