Promus Capital, LLC More: the full row for Promus Capital, LLC 18,712 $689K 0.44% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 18,623 $686K <0.01% +881 13F-HR Timeline Group Family Capital Trust Co More: the full row for Family Capital Trust Co 18,250 $672K 0.22% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 18,019 $663K <0.01% new 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 17,945 $661K 0.46% +6,230 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 17,930 $660K <0.01% +558 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 17,639 $649K <0.01% +3,515 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 17,572 $647K 0.01% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 17,504 $644K 0.02% +776 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 17,398 $640K 0.11% -1,060 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 17,077 $629K 0.07% -12,309 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 17,050 $628K 0.04% +879 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 16,998 $626K <0.01% +4,300 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 16,934 $623K 0.04% +3,151 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 16,800 $618K 0.1% new 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 16,586 $611K 0.06% +1,586 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 14,618 $610K 0.03% -594 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 16,468 $606K <0.01% new 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 16,175 $595K 0.04% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 15,944 $587K <0.01% +3,272 13F-HR Timeline Group Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 15,463 $573K 0.04% -12,543 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 15,519 $571K 0.36% -1,381 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 15,487 $570K 0.21% -1,040 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 15,433 $568K 0.09% +697 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 15,302 $563K 0.07% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 15,183 $559K 0.02% -844 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 15,062 $554K 0.27% -4,301 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 15,000 $552K 0.01% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 14,912 $549K 0.01% +7,713 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,563 $536K <0.01% +1,310 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 14,570 $536K 0.05% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 14,467 $533K 0.1% +129 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 14,230 $524K 0.05% -770 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 14,159 $521K <0.01% -1,060 13F-HR/A Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 14,000 $515K 0.34% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 14,000 $515K <0.01% 0 13F-HR Timeline Group City Center Advisors, LLC More: the full row for City Center Advisors, LLC 13,886 $511K 0.5% +1,393 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 13,809 $508K 0.03% +1,000 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 13,660 $503K 0.05% 0 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 13,197 $499K 0.12% -2,200 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 13,438 $495K 0.03% +420 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 13,374 $492K 0.03% -576 13F-HR/A Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 13,329 $491K 0.35% +602 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 13,018 $479K 0.05% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 12,971 $477K 0.2% +395 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 12,924 $476K <0.01% -60 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 12,910 $475K 0.01% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 12,902 $475K 0.16% +720 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 12,875 $474K 0.35% 0 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 12,845 $473K 0.5% -452 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 12,794 $471K 0.04% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,783 $471K <0.01% +649 13F-HR Timeline Financial Designs Corp More: the full row for Financial Designs Corp 12,272 $468K 0.27% -321 13F-HR Timeline Client First Investment Management LLC More: the full row for Client First Investment Management LLC 12,534 $461K 0.24% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 11,742 $460K 0.03% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 12,383 $456K 0.11% +314 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 12,370 $455K 0.05% 0 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 12,084 $445K 0.15% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 12,037 $443K 0.02% +220 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 12,007 $442K 0.02% new 13F-HR Timeline Group Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 12,000 $442K 0.19% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,952 $440K 0.01% -9,600 13F-HR Timeline Group Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 11,700 $431K 0.05% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 11,600 $427K 0.03% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 11,595 $427K 0.03% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 11,431 $421K 0.01% +1,894 13F-HR Timeline LB Partners LLC More: the full row for LB Partners LLC 11,000 $405K 0.26% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 10,938 $403K 0.01% +355 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 10,859 $400K 0.1% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,832 $399K <0.01% 0 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 10,747 $396K 0.01% -489 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 10,472 $385K 0.19% -81 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 10,329 $380K 0.04% 0 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 10,318 $380K 0.08% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 10,000 $368K 0.03% 0 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 9,932 $366K 0.12% +2,103 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 9,876 $364K 0.2% +390 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 9,760 $359K 0.08% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 9,712 $357K 0.03% -746 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 9,668 $356K 0.14% 0 13F-HR/A Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 9,627 $354K 0.01% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 9,441 $348K <0.01% +1,721 13F-HR/A Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,316 $343K 0.01% +347 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 9,267 $341K <0.01% -61,056 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 9,256 $341K <0.01% -12,768 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 9,169 $338K 0.06% -1,745 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 9,094 $335K 0.08% +290 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,020 $332K 0.01% +78 13F-HR Timeline Group Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 9,000 $331K 0.11% 0 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 8,978 $330K 0.03% -1,200 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 8,850 $326K 0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 8,792 $324K <0.01% 0 13F-HR/A Timeline Group &PARTNERS More: the full row for &PARTNERS 8,681 $320K <0.01% -60 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 8,645 $318K 0.23% -755 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 8,482 $312K <0.01% +3,576 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,476 $312K 0.01% +7,300 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 8,443 $311K 0.05% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,440 $311K <0.01% new 13F-HR Timeline Group Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 8,418 $310K 0.01% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 8,379 $308K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 8,223 $303K 0.01% -495 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 8,221 $303K 0.1% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 8,117 $299K 0.12% -140 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 8,117 $299K 0.23% 0 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 8,000 $294K 0.23% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,901 $291K 0.02% -2,250 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 7,895 $291K 0.02% +7,841 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 7,848 $289K 0.07% -15 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 7,717 $284K 0.11% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 7,705 $284K 0.04% -883 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 7,635 $281K 0.01% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,256 $280K 0.03% 0 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 7,468 $275K 0.13% +51 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 7,457 $274K 0.09% new 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 7,192 $265K 0.06% -85 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 7,184 $264K 0.03% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 7,163 $264K <0.01% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 7,056 $260K 0.03% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 7,055 $260K 0.14% new 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 7,020 $258K 0.01% new 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 6,928 $255K <0.01% -822 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 6,847 $252K 0.03% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 6,844 $251K 0.06% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,655 $245K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 6,700 $244K 0.06% new 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 6,595 $243K 0.03% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 6,586 $242K 0.04% +6,216 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,545 $241K 0.02% new 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 6,536 $241K 0.14% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,444 $237K <0.01% -1,637 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 6,400 $236K 0.11% 0 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 6,243 $230K 0.02% -1,264 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 6,145 $226K 0.09% new 13F-HR/A Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 6,140 $226K 0.06% -1,130 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 6,138 $226K 0.21% -3,719 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,093 $224K <0.01% +128 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 6,075 $224K 0.12% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,924 $218K <0.01% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,895 $217K 0.01% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 5,702 $210K 0.03% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,702 $210K 0.02% new 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 5,665 $207K <0.01% -1,550 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,588 $206K 0.06% -3,233 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 5,554 $204K 0.05% -2,892 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,527 $203K 0.01% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,515 $203K <0.01% new 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 5,500 $202K 0.07% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,660 $172K 0.01% +3,206 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,619 $170K <0.01% +44 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,500 $166K 0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,488 $165K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,450 $164K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 4,220 $155K 0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 4,000 $147K 0.32% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 3,820 $141K 0.03% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,388 $125K 0.02% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 3,224 $119K 0.04% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3,175 $117K 0.04% -200 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3,165 $117K 0.04% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 2,750 $101K 0.02% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,712 $99.8K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,647 $97.4K <0.01% -773 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 2,582 $95K 0.06% -5 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,561 $94.3K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 2,551 $93.9K 0.03% +10 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2,345 $86.3K 0.03% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,100 $77.3K 0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 37 $66.2K <0.01% -2,990 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,500 $55.2K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,350 $49.7K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,303 $48K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,255 $46.2K <0.01% 0 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,100 $40.5K <0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,020 $37.5K <0.01% -100 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1,000 $36.8K 0.01% new 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,000 $36.8K 0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 963 $35.4K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 890 $33.7K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 864 $31.8K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 850 $31.3K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 758 $27.9K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 645 $23.7K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 638 $23.5K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 439 $16.2K <0.01% 0 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 419 $15.4K 0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 413 $15.2K 0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 350 $12.9K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 330 $12.1K <0.01% 0 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 250 $9.2K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 209 $7.74K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 210 $7.73K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 197 $7.25K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 200 $7K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 183 $6.74K 0.01% 0 13F-HR/A Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 174 $6.42K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 114 $4.2K <0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 100 $3.68K <0.01% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 91 $3.35K <0.01% -809 13F-HR Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 78 $2.87K <0.01% +34 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 30 $1.1K <0.01% 0 13F-HR Timeline Group