TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 264 $255K 0.09% new 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 262 $253K 0.02% new 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 262 $253K <0.01% new 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 262 $253K 0.03% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 259 $250K 0.01% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 258 $249K 0.04% -346 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 258 $249K 0.03% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 257 $248K 0.02% new 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 257 $248K 0.05% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 257 $248K 0.05% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 256 $247K 0.01% new 13F-HR Timeline NI ACQUISITIONS COMPANY, LLC More: the full row for NI ACQUISITIONS COMPANY, LLC 4,877 $247K 0.11% 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 255 $246K 0.05% new 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 255 $246K 0.38% -1,058 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 252 $243K 0.16% -375 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 251 $242K 0.04% new 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 250 $241K 0.03% new 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 250 $241K 0.13% new 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 250 $241K 0.68% new 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 249 $240K 0.06% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 249 $240K 0.01% new 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 249 $240K 0.12% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 248 $239K 0.02% new 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 271 $238K 0.01% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 246 $238K 0.01% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 246 $237K 0.02% new 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 246 $237K 0.08% new 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 245 $236K 0.06% -507 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 245 $236K 0.1% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 245 $236K 0.05% new 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 245 $236K 0.12% new 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 285 $236K 0.21% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 244 $235K <0.01% +189 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 242 $234K <0.01% new 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 242 $234K 0.02% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 241 $233K 0.01% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 241 $233K 0.03% new 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 240 $232K 0.16% new 13F-HR Timeline Group Everest Private Wealth More: the full row for Everest Private Wealth 239 $231K 0.09% new 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 238 $230K 0.04% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 237 $229K 0.01% new 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 237 $229K 0.04% new 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 237 $229K 0.11% new 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 236 $228K 0.07% new 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 236 $228K 0.11% new 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 236 $228K 0.07% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 236 $228K 0.05% -21 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 235 $227K 0.01% new 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 235 $227K 0.09% new 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 287 $226K 0.09% new 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 234 $226K 0.05% new 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 234 $226K 0.06% new 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 233 $225K 0.08% new 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 233 $225K 0.07% new 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 232 $224K 0.06% new 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 232 $224K 0.05% new 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 231 $223K 0.14% new 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 230 $222K 0.04% new 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 228 $220K 0.11% new 13F-HR Timeline NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 227 $219K <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 227 $219K 0.05% -17 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 227 $219K 0.03% new 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 227 $219K 0.08% new 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 227 $219K 0.05% new 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 227 $219K 0.02% new 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 225 $217K 0.03% new 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 224 $216K 0.03% new 13F-HR/A Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 224 $216K 0.05% new 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 223 $215K 0.04% +4 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 223 $215K 0.16% new 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 221 $212K 0.23% new 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 220 $212K 0.03% new 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 220 $212K 0.1% new 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 219 $211K 0.04% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 275 $210K 0.01% -374 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 217 $210K <0.01% new 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 217 $209K 0.03% 0 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 217 $209K 0.08% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 216 $208K 0.02% new 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 216 $208K 0.02% new 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 216 $208K 0.14% new 13F-HR Timeline Krane Financial Solutions LLC More: the full row for Krane Financial Solutions LLC 216 $208K 0.13% new 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 214 $207K 0.16% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 214 $207K 0.02% new 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 214 $207K 0.05% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 214 $207K 0.06% +81 13F-HR Timeline NBH Bank More: the full row for NBH Bank 214 $207K 0.09% 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 213 $206K 0.01% new 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 213 $206K 0.02% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 213 $206K 0.02% new 13F-HR/A Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 213 $206K 0.11% 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 212 $205K 0.04% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 212 $205K 0.03% +3 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 212 $205K 0.1% new 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 212 $205K 0.09% new 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 240 $204K 0.09% new 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 211 $204K 0.1% new 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 211 $204K 0.05% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 211 $204K 0.05% 0 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 211 $204K 0.03% new 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 210 $203K 0.02% new 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 210 $203K 0.05% new 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 210 $203K 0.06% new 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 210 $203K 0.02% new 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 210 $203K 0.05% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 209 $202K 0.01% +2 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 209 $202K 0.01% new 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 208 $201K 0.14% new 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 208 $201K 0.07% new 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 207 $200K 0.13% +187 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 206 $199K 0.04% +6 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 205 $198K <0.01% +2 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 203 $196K 0.01% +100 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 201 $194K 0.02% -136 13F-HR Timeline PIER 88 INVESTMENT PARTNERS LLC More: the full row for PIER 88 INVESTMENT PARTNERS LLC 200 $193K 0.05% -3,100 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 200 $193K 0.06% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 194 $188K 0.07% +58 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 189 $182K 0.09% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 187 $180K 0.14% 0 13F-HR Timeline Ninety One UK Ltd More: the full row for Ninety One UK Ltd 186 $179K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 185 $178K 0.02% +6 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 183 $177K 0.02% 0 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 183 $177K 0.15% +9 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 182 $176K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Ares Systematic Credit Ltd More: the full row for Ares Systematic Credit Ltd 173 $167K 0.1% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 167 $161K 0.13% +21 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 162 $156K 0.05% -30 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 186 $150K 0.04% +141 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 153 $148K 0.02% new 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 150 $145K 0.12% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 146 $141K 0.06% +42 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 144 $139K 0.04% -25 13F-HR Timeline Group Volterra Technologies LP More: the full row for Volterra Technologies LP 135 $130K 0.08% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 134 $129K 0.03% +35 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 130 $125K 0.07% -1,359 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 127 $123K 0.02% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 125 $121K 0.04% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 125 $121K 0.1% -8 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 125 $121K 0.02% +34 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 123 $119K 0.03% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 120 $116K 0.06% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 118 $114K <0.01% new 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 118 $114K 0.02% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 115 $111K 0.02% +11 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 113 $109K 0.01% +2 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 118 $107K 0.01% -6 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 111 $107K 0.02% +4 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 110 $106K 0.1% new 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 110 $106K 0.1% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 110 $106K 0.02% -5 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 107 $103K 0.02% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 106 $102K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 106 $102K 0.05% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 105 $101K 0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 105 $101K 0.06% +3 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 105 $101K 0.04% +29 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 101 $97.5K 0.02% +25 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 100 $96.5K 0.05% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 100 $96.5K 0.05% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 100 $96.5K 0.01% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 100 $96.5K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 98 $94.6K 0.04% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 103 $94.3K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 97 $93.6K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 94 $90.7K 0.03% +1 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 95 $87.8K 0.01% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 89 $86K 0.06% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 85 $82K 0.03% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 81 $78.2K 0.01% new 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 80 $77.2K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 78 $75.3K <0.01% +12 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 75 $72.4K 0.05% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 73 $70.4K <0.01% -26 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 71 $68.1K 0.01% -30 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 68 $65.6K 0.01% 0 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 67 $64.9K -15 Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 65 $62.7K 0.05% +34 13F-HR/A Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 65 $62.5K <0.01% +57 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 64 $61.8K 0.01% +58 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 64 $61.8K 0.02% -30 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 63 $60.8K 0.01% +4 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 62 $59.8K 0.01% 13F-HR Timeline Group KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 61 $58.9K 0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 60 $58K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 60 $57.9K 0.01% +29 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 57 $55K 0.03% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 140 $54.8K 0.04% +81 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 56 $54K <0.01% 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 56 $54K 0.02% -1 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 55 $53.1K <0.01% 0 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 53 $51.1K 0.01% new 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 52 $50.2K 0.03% -145 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 50 $48.2K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 50 $48.2K 0.02% +1 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 49 $47.3K 0.02% +1 13F-HR/A Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 51 $46.7K 0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 48 $46.3K 0.01% -8 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 48 $46K 0.01% +17 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 47 $45.4K <0.01% +39 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 47 $45.4K 0.02% -32 13F-HR Timeline Group