SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,206 $287K 0.02% -100 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 3,204 $286K 0.28% +43 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,205 $286K 0.01% +97 13F-HR Timeline Group Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 3,195 $286K 0.09% +2 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 3,181 $284K 0.19% -152 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,162 $283K 0.05% -271 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,150 $282K 0.03% -1,450 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 3,130 $280K 0.02% +50 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 3,123 $279K 0.06% -2,893 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 3,122 $279K 0.18% +374 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,111 $278K 0.03% -398 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 3,101 $277K 0.08% +30 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 3,098 $277K 0.07% -80 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 3,080 $275K 0.18% -177 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 3,055 $275K 0.1% -33 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 3,066 $274K 0.09% new 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 3,048 $272K 0.21% -1,255 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 3,044 $272K 0.05% -994 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 3,045 $272K 0.14% +21 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 3,039 $272K 0.07% -236 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,032 $271K 0.01% -107 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,025 $270K 0.02% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,018 $270K 0.01% +5 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,014 $269K 0.03% -1,237 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 3,000 $268K 0.05% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 3,000 $268K 0.22% new 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 2,994 $268K 0.03% -2 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,967 $265K 0.03% -950 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 2,955 $264K 0.04% -1,534 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,950 $264K 0.03% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,950 $264K 0.06% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,941 $263K 0.04% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,929 $262K <0.01% new 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 2,924 $261K 0.01% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,921 $261K 0.02% +2,496 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 2,918 $261K 0.08% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,909 $260K 0.02% -685 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 2,903 $259K 0.14% +11 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 2,900 $259K 0.19% -562 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,896 $259K 0.05% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,877 $257K 0.02% -1,167 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 2,876 $257K 0.05% -485 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 2,866 $256K 0.09% -1,026 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,860 $256K 0.02% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,845 $254K 0.03% +4 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,843 $254K 0.02% +173 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,826 $253K 0.01% -53 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,820 $252K 0.04% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,804 $251K <0.01% -820 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,768 $247K 0.01% -574 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,732 $244K <0.01% 0 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,719 $243K 0.04% new 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 2,710 $242K 0.36% -55,421 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 2,679 $239K 0.13% +49 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 2,669 $239K 0.14% +355 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 2,661 $237K 0.1% -1,794 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,646 $236K 0.06% new 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 2,620 $234K 0.03% +208 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,608 $233K 0.08% 0 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 2,600 $232K 0.18% 0 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 2,591 $232K 0.02% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2,587 $231K 0.07% +100 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,577 $230K 0.04% -62 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,568 $230K 0.03% -3,099 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 2,560 $229K 0.07% +2,558 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,546 $228K 0.01% -3,716 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 2,540 $227K 0.09% -423 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 2,508 $226K 0.05% -113 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,525 $226K 0.09% 0 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 2,519 $225K 0.09% +2 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 2,503 $224K 0.1% +5 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,500 $223K 0.01% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,500 $223K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,470 $223K 0.17% -191 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 2,484 $222K 0.03% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,470 $221K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,466 $220K 0.15% new 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 2,457 $220K 0.05% -500 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,450 $219K 0.01% -948 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 2,429 $217K 0.08% -135 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 2,400 $214K 0.01% -900 13F-HR Timeline Group iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 2,397 $214K <0.01% +1,051 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 2,381 $214K 0.09% new 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 2,390 $214K 0.14% -5,051 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 2,481 $213K 0.31% 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,361 $211K 0.01% -399 13F-HR Timeline Group Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 2,361 $211K 0.04% +49 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 2,353 $210K 0.02% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,342 $209K 0.01% -2,076 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 2,339 $209K 0.08% new 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 2,342 $209K 0.06% -19,349 13F-HR/A Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,336 $209K 0.01% -18,098 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 2,332 $208K 0.01% -2,078 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,270 $208K 0.01% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,323 $208K 0.06% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,277 $207K 0.03% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,290 $205K 0.04% -75 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,284 $204K 0.05% new 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 2,282 $204K 0.04% -554 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 2,279 $204K 0.15% -138 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,279 $204K <0.01% new 13F-HR/A Timeline Group Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 2,275 $203K 0.01% new 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,272 $203K <0.01% new 13F-HR Timeline Group Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,261 $202K 0.04% -184 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 2,258 $202K 0.04% -321 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,254 $201K 0.02% new 13F-HR Timeline Group IFS Group,LLC More: the full row for IFS Group,LLC 2,245 $200K 0.18% 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 2,182 $195K 0.08% -61,287 13F-HR Timeline Group BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,156 $193K 0.05% -243 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 2,109 $188K 0.09% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 2,100 $188K 0.12% -100 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 2,047 $183K 0.06% +1,011 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,996 $178K 0.11% +22 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,904 $170K <0.01% -23 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,882 $168K 0.16% -1 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1,772 $158K 0.06% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,728 $154K 0.01% +155 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,684 $150K 0.01% +1,318 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,617 $145K 0.05% +124 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,000 $142K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,520 $136K 0.05% -865 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,424 $127K 0.05% -155 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,354 $121K 0.01% -146 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 1,352 $121K 0.16% -1,288 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,340 $120K <0.01% -133 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,313 $117K 0.01% -221 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,285 $115K 0.09% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,283 $115K 0.07% -301 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1,224 $109K 0.04% -5 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,220 $109K 0.07% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,147 $103K <0.01% -507 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,136 $102K 0.01% -210 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,049 $93.7K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,043 $93.3K <0.01% -163 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 1,040 $92.9K 0.04% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,000 $89.4K 0.01% new 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 1,000 $89.4K 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 $89.4K 0.06% 0 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 1,000 $89.1K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 993 $88.7K 0.01% -594 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 928 $82.9K <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 922 $82K <0.01% +126 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 851 $76.1K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 817 $73K 0.02% +225 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 812 $72.6K 0.08% new 13F-HR Timeline EQUITEC PROPRIETARY MARKETS, LLC More: the full row for EQUITEC PROPRIETARY MARKETS, LLC 800 $71.5K 0.43% 0 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 800 $71.4K 0.01% +600 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 780 $69.7K <0.01% -609 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 752 $67.2K <0.01% +3 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 745 $66.6K 0.03% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 743 $66.4K 0.01% +373 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 724 $65K <0.01% new 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 700 $62.6K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 699 $62.5K <0.01% +234 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 632 $57K 0.01% +7 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 635 $56.8K 0.04% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 625 $55.9K 0.01% -65 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 615 $55K 0.02% -44 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 608 $54.3K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 593 $53K <0.01% -38 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 582 $52K <0.01% +177 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 544 $48.6K <0.01% -23 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 523 $46.7K 0.01% -36 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 519 $46.4K 0.03% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 518 $46.3K 0.01% +1 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 514 $46K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 500 $44.7K <0.01% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $44.7K 0.04% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Operose Advisors LLC More: the full row for Operose Advisors LLC 485 $43.3K 0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 465 $41.6K 0.01% -10 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 450 $40.2K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 443 $40.1K 0.01% +279 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 445 $39.8K 0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 440 $39.3K 0.01% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 436 $39K 0.01% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 435 $38.8K 0.01% -600 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 416 $37.2K 0.01% -282 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 414 $37K 0.02% -10,890 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 395 $35.3K 0.01% 0 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 393 $35.1K 0.02% -23 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 Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 389 $34.7K <0.01% -457 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 387 $34.5K 0.05% 13F-HR/A Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 385 $34.4K 0.01% -131 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 379 $33.9K 0.01% -118 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 375 $33.5K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 369 $33.1K <0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 350 $31.3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 349 $31.2K <0.01% +65 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 348 $31.1K 0.13% -539 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 351 $31K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 335 $29.9K 0.02% -3 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 316 $28.2K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 305 $27.3K 0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 301 $26.9K 0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 287 $25.6K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 286 $25.6K 0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 282 $25.2K <0.01% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 280 $25K <0.01% new 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 275 $24.6K <0.01% +50 13F-HR Timeline Group