Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 962 $238K 0.01% -29 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 962 $238K <0.01% new 13F-HR Timeline Group Claret Asset Management Corp More: the full row for Claret Asset Management Corp 959 $237K 0.03% -14 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 957 $237K 0.04% -21 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 949 $235K 0.02% +95 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 947 $234K 0.11% new 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 942 $233K 0.08% +5 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 932 $231K 0.07% -1,435 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 928 $230K 0.01% +228 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 929 $230K 0.04% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 926 $229K 0.03% +2 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 925 $229K 0.1% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 922 $228K 0.02% -12 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 920 $228K -29 Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 915 $226K 0.01% -90 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 934 $226K 0.02% +6 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 900 $223K 0.02% 0 13F-HR Timeline Teton Advisors, LLC More: the full row for Teton Advisors, LLC 900 $223K 0.14% 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 899 $222K 0.01% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 893 $221K 0.02% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 891 $221K 0.01% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 891 $220K 0.01% +50 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 876 $217K 0.02% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 874 $216K 0.01% new 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 900 $215K 0.07% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 902 $215K 0.03% +4 13F-HR/A Timeline STEPH & CO More: the full row for STEPH & CO 868 $215K 0.07% +84 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 861 $213K <0.01% +54 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 839 $208K 0.01% -96 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 835 $207K 0.45% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 830 $205K <0.01% new 13F-HR Timeline Group Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 819 $203K 0.03% -124 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 815 $202K 0.02% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 813 $201K <0.01% -43 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 806 $199K 0.02% -328 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 805 $199K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 792 $196K <0.01% +2 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 753 $186K <0.01% +236 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 752 $186K <0.01% +35 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 751 $186K 0.12% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 743 $184K <0.01% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 663 $164K 0.01% -46 13F-HR/A Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 645 $160K <0.01% -499 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 594 $147K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 587 $145K 0.01% -1 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 569 $141K 0.01% -75 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 564 $140K 0.01% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 544 $135K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 537 $132K 0.01% +291 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 528 $131K <0.01% +179 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 517 $128K <0.01% -53 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 483 $120K 0.01% +14 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 474 $117K <0.01% +192 13F-HR/A Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 473 $117K 0.02% +134 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 485 $117K 0.02% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 446 $110K <0.01% +78 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 425 $105K 0.06% +185 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 395 $97.7K <0.01% -227 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 392 $97K <0.01% +11 13F-HR Timeline Quarry LP More: the full row for Quarry LP 362 $89.6K 0.02% -1,508 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 360 $89.1K <0.01% +135 13F-HR Timeline Group ANTIPODES PARTNERS Ltd More: the full row for ANTIPODES PARTNERS Ltd 352 $87.1K <0.01% +92 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 350 $86.6K 0.03% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 348 $86.1K <0.01% +15 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 348 $86.1K 0.09% +32 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 294 $72.8K <0.01% -7 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 293 $72.5K 0.04% -4 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 291 $72K <0.01% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 291 $72K 0.02% new 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 274 $67.8K <0.01% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 270 $66.8K 0.04% +10 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 266 $65.8K 0.01% -19 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 265 $65.6K 0.02% +248 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 257 $63.6K <0.01% -176 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WPG Advisers, LLC More: the full row for WPG Advisers, LLC 243 $60.1K 0.05% +31 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 232 $57.4K <0.01% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 217 $53K 0.04% -69 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $49.5K 0.02% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 16,840 $48.1K <0.01% +54 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 192 $47.5K <0.01% 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 182 $45K <0.01% +10 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 180 $44.5K <0.01% +15 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 171 $42.3K 0.01% +105 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 170 $42.1K 0.01% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 168 $41.6K 0.03% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 164 $40.6K <0.01% new 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 159 $39.3K <0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 152 $37.7K 0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 151 $37.4K 0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 141 $34.9K <0.01% 0 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 137 $33.9K 0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 137 $33.9K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 126 $31.2K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 125 $30K <0.01% +35 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 119 $29K 0.02% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 100 $24.7K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 96 $23.8K <0.01% +12 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 95 $23.5K 0.02% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 91 $22.5K 0.01% 0 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 91 $22.4K 0.01% new 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 90 $22K 0.01% -1 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 75 $18.5K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 73 $18.1K <0.01% -3 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 73 $18.1K 0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 70 $17.3K 0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 68 $16.8K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 65 $16.1K <0.01% 0 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 65 $16.1K <0.01% -2 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 66 $16K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 58 $14.4K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 57 $14.1K 0.01% +2 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 57 $14.1K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 56 $13.9K <0.01% -7 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 53 $13.1K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 52 $12.9K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 52 $12.9K <0.01% +10 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 50 $12.4K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 50 $12.4K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 49 $12.1K <0.01% -8 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 47 $11.6K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 47 $11.6K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 46 $11.4K <0.01% +7 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 43 $10.4K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 41 $10.1K 0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 41 $10.1K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 26 $9.86K <0.01% -48 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 39 $9.65K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 37 $9.15K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 36 $8.91K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 33 $8.17K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 32 $7.92K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 31 $7.67K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 31 $7.58K <0.01% +7 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 30 $7.42K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 29 $7K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 28 $6.93K <0.01% +2 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 26 $6.43K <0.01% +16 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 26 $6.27K <0.01% +15 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 25 $6.19K <0.01% 0 13F-HR/A Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 25 $6.19K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 23 $5.69K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 23 $5.69K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 22 $5.47K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 22 $5.44K <0.01% -52 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 21 $5.2K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 21 $5.2K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 21 $5.2K <0.01% -1 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 20 $4.95K <0.01% +19 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 20 $4.95K <0.01% +16 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 19 $4.7K <0.01% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 19 $4.7K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 18 $4.45K <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. 16 $3.96K <0.01% new 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 16 $3.96K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 16 $3.96K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 16 $3.96K 0.01% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 16 $3.96K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 15 $3.71K <0.01% +8 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 15 $3.71K <0.01% +9 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 14 $3.47K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 14 $3.46K <0.01% new 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 14 $3.46K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 14 $3.46K <0.01% +6 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 13 $3.22K <0.01% 0 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 13 $3.22K <0.01% -1 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 13 $3.22K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 16 $3K <0.01% +1 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 14 $3K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 12 $2.97K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 12 $2.97K <0.01% +4 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 12 $2.97K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 10 $2.47K <0.01% -60 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 9 $2.23K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 9 $2.23K <0.01% +6 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 9 $2.23K <0.01% new 13F-HR/A Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 9 $2K <0.01% 0 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 8 $1.98K <0.01% +4 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8 $1.98K <0.01% -166 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8 $1.98K <0.01% +3 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 8 $1.98K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 8 $1.98K <0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 7 $1.83K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 7 $1.82K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 7 $1.76K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 6 $1.58K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6 $1.49K <0.01% -1 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 6 $1.49K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 6 $1.49K <0.01% +1 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 5 $1.27K <0.01% -19 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5 $1.24K <0.01% +3 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 5 $1.24K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 5 $1.24K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 5 $1.24K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4 $990 <0.01% +3 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 4 $990 <0.01% -1 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 4 $990 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $990 <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 3 $743 <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3 $743 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $742 <0.01% -1 13F-HR Timeline