Vann Equity Management LLC More: the full row for Vann Equity Management LLC 1,665 $290K 0.18% new 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 1,663 $290K 0.05% +16 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,648 $287K <0.01% +1,410 13F-HR Timeline Group Weil Company, Inc. More: the full row for Weil Company, Inc. 1,631 $284K 0.05% +16 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,627 $284K 0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,627 $284K 0.03% +4 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,595 $278K 0.09% +14 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,587 $277K 0.03% +72 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 1,581 $276K 0.01% +12 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,578 $275K <0.01% +14 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,575 $274K 0.01% -30 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,570 $274K <0.01% +13 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,566 $273K 0.01% -19 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,534 $267K 0.01% +19 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 1,528 $266K 0.01% -2,491 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,514 $264K 0.02% new 13F-HR Timeline Aware Super Pty Ltd as trustee of Aware… More: the full row for Aware Super Pty Ltd as trustee of Aware Super 1,513 $264K <0.01% -64,744 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,498 $261K 0.01% +14 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,491 $260K 0.06% +12 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,489 $259K 0.04% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,481 $258K 0.01% +70 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,471 $256K 0.06% +12 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,450 $253K 0.08% -272 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 1,433 $250K 0.14% +13 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 1,431 $249K 0.1% +58 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 1,423 $248K 0.16% +12 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 1,424 $248K 0.08% -192 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,410 $246K 0.02% -194 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 1,408 $245K 0.05% new 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 1,393 $243K 0.37% -1,222 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,407 $242K 0.04% +7 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,409 $241K 0.03% new 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 1,377 $240K 0.02% +14 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 1,366 $238K 0.21% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,357 $236K <0.01% +10 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,333 $232K 0.03% new 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 1,303 $227K 0.07% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,302 $227K 0.03% +12 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 1,302 $227K 0.1% +12 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,302 $227K 0.04% +12 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,300 $227K <0.01% -12,848 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 1,292 $225K 0.03% new 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 1,292 $225K <0.01% new 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 1,291 $225K <0.01% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,285 $224K 0.01% new 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,284 $224K <0.01% -1,230 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) 1,279 $223K 0.01% +1,017 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,275 $222K 0.01% -1,359 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,266 $221K 0.01% -943 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,263 $220K <0.01% +90 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,263 $220K 0.01% +12 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 1,254 $219K 0.01% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,253 $218K <0.01% -26 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,238 $216K <0.01% -45 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,229 $214K 0.02% +10 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,228 $214K 0.02% +18 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,223 $213K 0.02% new 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 1,220 $213K 0.05% +11 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,218 $212K 0.01% -173 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,211 $211K 0.01% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,211 $211K 0.06% +4 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 1,207 $210K 0.02% new 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 1,187 $207K 0.01% -328 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,171 $204K 0.03% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,110 $193K 0.07% +213 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,107 $193K 0.02% +8 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,105 $193K 0.01% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,108 $192K <0.01% +489 13F-HR Timeline Group Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1,069 $186K 0.05% -552 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,036 $181K <0.01% +6 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,012 $176K 0.06% -79 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 995 $173K 0.01% -3 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 986 $172K 0.02% +17 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 959 $167K 0.03% +164 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 917 $160K 0.01% +8 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 916 $160K 0.12% -467 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 904 $158K <0.01% -20 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 880 $153K 0.03% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 890 $149K 0.1% 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 800 $139K 0.04% +12 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 797 $139K 0.01% -651 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 750 $131K <0.01% +605 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 745 $130K <0.01% +7 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 697 $121K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 597 $104K 0.06% +445 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 583 $102K 0.01% +5 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 556 $96.9K 0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 568 $96.4K <0.01% +4 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 538 $93.8K 0.02% +5 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 535 $93.2K 0.01% +6 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 522 $91K 0.01% +1 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 511 $89K 0.02% new 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 507 $88K 0.06% +4 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 499 $87K 0.01% +4 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 459 $80K <0.01% -101 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 456 $79.5K 0.01% -10 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 467 $78.8K 0.03% +2 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 424 $73.9K 0.01% +4 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 426 $71.9K <0.01% +4 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 396 $69K 0.04% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 388 $67.6K <0.01% +16 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 397 $67.4K 0.03% +93 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 373 $65K 0.01% +3 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 372 $64.8K 0.02% +21 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 366 $63.8K 0.03% +3 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 363 $63.3K 0.01% +3 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 355 $61.9K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 347 $60.5K 0.01% +134 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 340 $59.2K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 339 $59.1K <0.01% +3 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 335 $58.4K <0.01% +3 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 326 $56.8K <0.01% +2 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 323 $56.3K 0.02% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 294 $51.2K 0.02% +2 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 288 $50.2K 0.01% +254 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 286 $49.8K 0.01% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 273 $47.6K <0.01% +2 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 273 $47.6K 0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 269 $46.9K 0.01% -3 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 268 $46.7K <0.01% +217 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 275 $46.4K <0.01% +15 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 266 $46.4K 0.03% +2 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 264 $46K <0.01% +1 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 254 $44.3K 0.01% +2 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 225 $43.8K 0.01% -25 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 250 $43.6K <0.01% +2 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 247 $43K 0.02% -59 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 243 $42.3K 0.02% new 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 236 $41.1K 0.01% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 227 $40K <0.01% -51 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 211 $36.8K 0.03% +2 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 208 $36.2K <0.01% +2 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 207 $36.1K 0.03% new 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 206 $35.9K 0.01% +75 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 194 $33.8K <0.01% +4 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 193 $33.7K 0.01% -1,428 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 192 $33.5K <0.01% +1 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 189 $32.9K <0.01% +29 13F-HR/A Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 189 $32.9K <0.01% +2 13F-HR Timeline Group LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 187 $32.6K 0.02% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 182 $31.7K 0.01% -58 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 173 $30.1K <0.01% +1 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 172 $30K <0.01% +27 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 165 $28.8K 0.02% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 164 $28.6K <0.01% +17 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 164 $28.6K 0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 159 $27.7K 0.01% +157 13F-HR Timeline Group Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 158 $27.5K <0.01% +1 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 150 $26.1K <0.01% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CVA Family Office, LLC More: the full row for CVA Family Office, LLC 150 $26.1K <0.01% -25 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 148 $25.8K <0.01% +5 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 145 $25.3K <0.01% -10 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 139 $24.2K 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. 137 $23.9K <0.01% +2 13F-HR Timeline Group Regatta Research & Money Management More: the full row for Regatta Research & Money Management 134 $23.4K 0.02% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 125 $21.8K 0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 122 $21.3K <0.01% -64 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 120 $20.9K <0.01% -33 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 120 $20.9K 0.08% +21 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 111 $19.3K <0.01% +1 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 111 $19K <0.01% -48 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 104 $18.1K <0.01% +1 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 102 $17.8K <0.01% 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 100 $17.4K <0.01% new 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 95 $16.6K 0.01% +1 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 92 $16K 0.01% 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 86 $15.1K <0.01% +1 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 84 $14.6K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 81 $14.1K 0.01% +75 13F-HR Timeline Quarry LP More: the full row for Quarry LP 79 $13.8K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 79 $13.8K <0.01% +20 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 65 $11.3K <0.01% -91 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 61 $10.6K <0.01% +48 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 60 $10.5K <0.01% +24 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 58 $10.1K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 57 $9.93K <0.01% +3 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 53 $9.31K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 52 $9.06K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 50 $8.71K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 47 $8.19K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 50 $8K <0.01% +2 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 40 $7.03K <0.01% +25 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 39 $6.8K <0.01% +2 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 38 $6.68K 0.06% +3 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 37 $6.45K <0.01% +3 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 37 $6K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 32 $5.58K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 30 $5.23K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 28 $4.93K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 27 $4.71K <0.01% +4 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 25 $4.36K <0.01% +3 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 23 $4.01K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 22 $3.83K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 21 $3.66K <0.01% +2 13F-HR/A Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 20 $3.49K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 20 $3.49K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 19 $3.31K <0.01% -6 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 19 $3.31K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 18 $3.14K <0.01% +3 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 18 $3.14K <0.01% new 13F-HR Timeline