Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,884 $389K 0.09% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,860 $384K <0.01% -87 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 2,860 $384K 0.16% +795 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 2,842 $382K 0.05% -9 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,806 $377K 0.12% -197 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 2,770 $372K <0.01% +190 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 2,770 $372K <0.01% 0 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,716 $365K <0.01% -59 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,701 $363K 0.02% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 2,690 $362K <0.01% +39 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 2,670 $360K <0.01% 0 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,659 $357K 0.05% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 2,634 $354K 0.03% -1,022 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 2,612 $349K 0.19% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,582 $347K 0.02% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,563 $344K 0.01% -67 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 2,560 $344K 0.15% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 2,547 $342K 0.16% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,537 $341K <0.01% +392 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 2,517 $338K 0.08% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 2,500 $336K <0.01% 0 13F-HR/A Timeline Group Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,500 $336K 0.07% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 2,495 $335K 0.01% -51 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 2,453 $330K +84 Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,425 $326K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,424 $326K 0.01% +613 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 2,380 $320K 0.26% -1,225 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,358 $317K 0.01% -1 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,330 $313K 0.03% 0 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,325 $313K 0.04% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,300 $309K <0.01% +314 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,300 $309K 0.03% -436 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,291 $308K <0.01% -228 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 2,280 $306K 0.06% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,251 $303K 0.02% -297 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 2,218 $298K 0.08% -597 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 2,203 $296K 0.11% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,158 $291K 0 Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,160 $290K 0.02% -39 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 2,142 $288K 0.07% new 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 2,115 $284K 0.03% -308 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 2,102 $283K 0.06% -110 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 2,091 $281K 0.14% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 2,083 $280K <0.01% +172 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,080 $280K 0.02% -122 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,044 $275K <0.01% -79 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,021 $272K 0.01% +240 13F-HR Timeline Group WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 2,013 $271K 0.09% 0 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,004 $269K 0.03% 0 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 2,000 $269K 0.13% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,000 $269K 0.08% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,980 $266K 0.01% -150 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,922 $258K 0.01% +246 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,893 $254K 0.03% -33 13F-HR Timeline Collier Financial More: the full row for Collier Financial 1,889 $254K 0.19% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,864 $252K 0.01% +19 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,851 $249K 0.01% -141 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,844 $248K 0.08% +79 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,820 $245K 0.01% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 1,810 $243K 0.06% 0 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 1,791 $241K 0.02% 0 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 1,785 $240K 0.04% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,776 $239K <0.01% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,776 $239K 0.03% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,763 $237K 0.05% 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,759 $236K <0.01% new 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 1,756 $236K 0.07% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,753 $236K 0.01% -343 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 1,727 $232K 0.14% -62 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,713 $230K <0.01% new 13F-HR/A Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,687 $227K 0.01% -80 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,679 $226K 0.01% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,647 $221K <0.01% -198 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,645 $221K 0.04% -7 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,639 $220K <0.01% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,639 $220K 0.03% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,808 $220K 0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,626 $219K 0.06% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,615 $217K <0.01% -1,036 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,610 $216K 0.01% -927 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,608 $216K 0.01% new 13F-HR Timeline Group Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 1,607 $216K 0.03% -357 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 1,594 $214K 0.02% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,585 $213K 0.01% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,576 $212K 0.05% new 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 1,527 $205K <0.01% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,511 $203K 0.03% new 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,510 $203K 0.07% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,500 $202K <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,364 $183K 0.04% -24 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,316 $177K <0.01% +100 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,246 $167K 0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,220 $164K 0.03% +1,114 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,167 $157K <0.01% new 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 1,157 $156K 0.02% -80 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,141 $153K 0.02% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,002 $135K 0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 738 $99.2K 0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 684 $92K 0.01% -28 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 666 $89.5K 0.01% -55 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 644 $86.6K <0.01% new 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 636 $85.5K 0.01% -209 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 630 $85K <0.01% -24 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 623 $83.7K 0.01% +5 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 614 $82.5K 0.02% +1 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 613 $82.4K 0.01% -29 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 589 $79.2K 0.03% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 565 $75.9K <0.01% +36 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 548 $73.7K <0.01% +40 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 523 $70.3K <0.01% 0 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 500 $67.2K 0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 500 $67.2K 0.03% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 488 $65.6K <0.01% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 481 $65K <0.01% 0 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 469 $63K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 434 $59.6K <0.01% 0 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 426 $57K <0.01% -76 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 402 $54K <0.01% 0 13F-HR Timeline Group Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 391 $52.6K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 375 $50.4K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 350 $47K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 350 $47K 0.02% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 330 $44.4K 0.04% -1,600 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 314 $42.1K 0.01% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 301 $40.5K <0.01% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 300 $40.3K 0.01% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 285 $38.4K 0.01% -7 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 281 $37.8K 0.01% -40 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 280 $37.6K <0.01% -2 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 279 $37.5K <0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 270 $36.3K 0.02% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 236 $31.7K 0.01% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 235 $31.6K 0.03% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 204 $27.4K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 200 $26.9K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 197 $26.5K <0.01% +97 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 194 $26.1K <0.01% -1,282 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 192 $25.9K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 176 $23.7K <0.01% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 163 $21.9K 0.02% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 150 $20.2K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 150 $20.2K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 140 $19.5K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 144 $19.4K <0.01% +9 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 139 $18.7K 0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 135 $18.1K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 132 $17.7K <0.01% +86 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 131 $17.6K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 126 $16.9K <0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 113 $15.2K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 112 $15.1K <0.01% +52 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 111 $14.9K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 107 $14.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. West Branch Capital LLC More: the full row for West Branch Capital LLC 106 $14.2K <0.01% -229 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 104 $14K <0.01% +2 13F-HR Timeline Group Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 102 $13.7K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 97 $13K <0.01% -81 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 93 $12.5K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 85 $11.4K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 82 $11K <0.01% 0 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 81 $10.9K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 78 $10.5K <0.01% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 75 $10.1K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 75 $10.1K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 72 $9.68K <0.01% +50 13F-HR Timeline Group Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 69 $9.28K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 67 $9.01K <0.01% -19 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 60 $8.06K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 56 $7.53K 0.01% -1 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 52 $6.99K <0.01% 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 50 $6.72K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 50 $6.72K <0.01% -37 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 48 $6.45K <0.01% 0 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 42 $5.65K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 42 $5.65K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 42 $5.64K 0.01% -572 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 40 $5.41K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 39 $5.24K <0.01% -773 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 39 $5.24K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 38 $5.12K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 30 $4.03K <0.01% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 28 $3.76K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 26 $3.48K <0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 24 $3.23K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 25 $3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 22 $2.97K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 21 $2.82K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 20 $2.69K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 20 $2.69K <0.01% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 19 $2.56K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 19 $2.55K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 19 $2.55K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 16 $2.15K <0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 16 $2.15K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 10 $1.34K <0.01% -1,050 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 10 $1.34K <0.01% 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 9 $1.21K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 13 $1K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3 $404 <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2 $269 <0.01% 0 13F-HR Timeline