Cannell & Spears LLC More: the full row for Cannell & Spears LLC 3,510 $310K 0.01% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,509 $310K 0.04% -2,965 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 3,462 $306K 0.25% -7,015 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,433 $303K 0.05% -1,471 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,427 $302K <0.01% -8,058 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,426 $302K 0.14% -220 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,423 $302K <0.01% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 3,398 $300K 0.02% +25 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 3,361 $297K 0.07% -2,016 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,342 $295K 0.01% -1,164 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 3,333 $294K 0.23% -15,984 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,306 $292K 0.02% +200 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 3,300 $291K 0.01% +900 13F-HR Timeline Group PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 3,161 $289K 0.33% 0 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 3,275 $289K 0.08% -1,528 13F-HR Timeline Savior LLC More: the full row for Savior LLC 3,264 $288K 1.56% new 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 3,257 $287K 0.21% +872 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 3,239 $286K 0.01% -1,039,061 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 3,227 $285K 0.06% -215 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,216 $284K 0.06% +300 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 3,193 $282K 0.1% +267 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 3,178 $280K 0.08% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,178 $280K 0.01% -367 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,139 $277K 0.01% -5,079 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,122 $276K 0.11% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,108 $274K 0.01% -410 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,083 $272K 0.01% -7,130 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 3,088 $272K 0.1% new 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 3,080 $272K 0.02% +98 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 3,071 $271K 0.09% -593 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,120 $268K 0.08% +2 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 3,024 $266K 0.17% +23 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,013 $266K 0.01% -3,078 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 3,000 $265K 0.1% new 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 3,000 $265K 0.05% 0 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 2,996 $264K 0.04% -50 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 2,963 $262K 0.11% -521 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 2,957 $261K 0.07% -3,199 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,950 $260K 0.03% new 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 2,892 $255K 0.15% -153 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,879 $254K 0.02% -295 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 2,873 $254K 0.07% new 13F-HR Timeline Group Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,860 $252K 0.03% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,855 $252K 0.02% -20 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,841 $251K 0.05% new 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 2,836 $250K 0.06% -400 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,760 $244K 0.01% new 13F-HR Timeline Group Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 2,748 $242K 0.17% +11 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 2,737 $242K 0.06% -2,617 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 2,737 $241K 0.24% -2,838 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,732 $241K <0.01% +133 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 2,708 $239K 0.06% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 2,628 $237K 0.12% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,670 $236K 0.02% +306 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 2,668 $235K 0.26% +375 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 2,665 $235K 0.05% +419 13F-HR/A Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,661 $234K 0.19% -148 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,642 $233K 0.03% -77 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 2,640 $233K 0.32% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,639 $233K 0.1% -97 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,639 $233K 0.04% -14 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,633 $232K 0.02% +778 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 2,630 $232K 0.15% new 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 2,619 $231K 0.12% -335 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,608 $230K 0.09% 0 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 2,600 $229K 0.16% 0 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 2,621 $229K 0.05% +372 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 2,591 $229K 0.03% -232 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 2,579 $228K 0.05% -12,810 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,570 $227K <0.01% new 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 2,564 $226K 0.21% -435 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,550 $225K 0.02% -5,096 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,525 $223K 0.09% 0 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 2,517 $222K 0.1% +285 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 2,501 $221K 0.01% -614 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,500 $221K 0.01% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 2,498 $220K 0.1% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2,487 $219K 0.07% +1,044 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 2,484 $219K 0.03% +233 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 2,480 $219K <0.01% new 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,478 $219K 0.07% +382 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,470 $218K 0.01% +10 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 2,468 $218K <0.01% -4,697 13F-HR Timeline Group Rede Wealth, LLC More: the full row for Rede Wealth, LLC 2,428 $214K 0.08% -22 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 2,417 $213K 0.16% -122 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 2,412 $213K 0.04% +36 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 2,400 $212K 0.22% -3,530 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,399 $212K 0.06% +214 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,389 $211K 0.01% -21,973 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,445 $211K 0.04% -144 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,385 $210K 0.08% -289 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,373 $209K <0.01% -230 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,365 $209K 0.04% -1,151 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,365 $209K 0.02% -867 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 2,357 $208K 0.04% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,350 $207K 0.02% -489 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,396 $207K 0.06% -1,949 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 2,337 $206K 0.07% -12 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,338 $206K 0.08% -4,044 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,321 $205K 0.07% -13,282 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 2,314 $204K 0.13% -73 13F-HR/A Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 2,312 $204K 0.04% -1,543 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 2,310 $204K 0.02% -426 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 2,280 $201K 0.16% -115 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 2,200 $194K 0.15% -600 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 2,109 $186K 0.09% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,974 $174K 0.11% +22 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,927 $170K <0.01% -7 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,893 $167K 0.01% +950 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,883 $166K 0.16% +164 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1,772 $156K 0.06% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,654 $146K <0.01% -352 13F-HR Timeline Group Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1,631 $144K 0.03% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 1,591 $140K 0.11% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,587 $140K 0.02% +640 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,000 $140K <0.01% -2,230 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,579 $139K 0.06% -744 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,584 $139K 0.09% -4,693 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,573 $139K 0.01% -1,670 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,534 $135K 0.01% +1,253 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,500 $132K 0.01% +10 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,493 $132K 0.05% +121 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,473 $130K 0.01% +234 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 1,424 $126K 0.11% -14,657 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,399 $123K 0.02% new 13F-HR/A Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,389 $123K 0.01% +614 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 1,375 $121K 0.06% -3,480 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 1,346 $119K <0.01% -32 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,346 $119K 0.01% -329,104 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,285 $113K 0.1% +455 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1,229 $108K 0.04% +718 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,206 $106K <0.01% +35 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,220 $106K 0.08% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,219 $106K 0.03% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,190 $105K 0.01% -1,315 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,185 $105K 0.01% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $97.1K 0.08% 13F-HR Timeline Amount filed as zero, left out of ratios. Finley Financial, LLC More: the full row for Finley Financial, LLC 1,040 $91.8K 0.05% 0 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 1,036 $91.4K 0.03% +12 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,035 $90.4K 0.04% -19,123 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 1,000 $88.2K 0.04% 0 13F-HR Timeline Q Fund Management (Hong Kong) Ltd More: the full row for Q Fund Management (Hong Kong) Ltd 1,000 $88.2K 0.05% new 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 1,000 $87.9K <0.01% +703 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 928 $81.9K <0.01% -155 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 887 $78.3K 0.06% -880 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 846 $74.7K <0.01% -984 13F-HR Timeline EQUITEC PROPRIETARY MARKETS, LLC More: the full row for EQUITEC PROPRIETARY MARKETS, LLC 800 $70.6K 0.28% 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 796 $70K <0.01% -288 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 753 $66.2K 0.03% -2,777 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 749 $66.1K <0.01% -99 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 700 $61.8K 0.01% -20 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 698 $61.6K 0.02% -27 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 690 $60.9K 0.02% -375 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 682 $60.1K 0.01% -42,008 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 659 $58.1K 0.02% -256 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 655 $57K 0.03% +650 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 631 $55.7K <0.01% +591 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 625 $55K 0.01% -244 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 608 $53.7K 0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 608 $53.6K <0.01% +510 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 600 $53K 0.02% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 592 $52.2K 0.02% +21 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 567 $50K <0.01% new 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 561 $49.5K 0.01% 0 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 559 $49.3K 0.01% -440 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 519 $45.8K 0.03% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 517 $45.6K 0.01% -7,184 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 516 $45.5K 0.01% +416 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 513 $45.2K <0.01% new 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 510 $45K <0.01% +394 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 514 $45K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 497 $43.9K 0.02% +20 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 475 $41.9K 0.01% -328 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 465 $41K <0.01% +129 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 450 $39.7K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 445 $39.3K 0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 440 $38.8K 0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 430 $37.9K 0.02% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 425 $37.5K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 416 $36.7K 0.02% new 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 407 $35.9K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 405 $35.7K <0.01% +71 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 394 $35K <0.01% 0 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 395 $34.9K 0.01% 0 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 384 $33.9K 0.01% -13,266 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 370 $32.6K 0.01% -156 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 366 $32.3K <0.01% 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 351 $31K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 350 $30.9K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 338 $29.8K 0.02% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 316 $27.7K <0.01% +16 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 312 $27.5K <0.01% -129 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 309 $27.3K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 305 $26.9K 0.01% +40 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 287 $25.3K 0.01% -281 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 286 $25.2K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 285 $25.2K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 284 $25.1K <0.01% -10,203 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 266 $23.5K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 265 $23.4K 0.04% 0 13F-HR Timeline