Sunpointe, LLC More: the full row for Sunpointe, LLC 1,144 $202K 0.11% 0 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 1,140 $201K <0.01% 0 13F-HR Timeline Group AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 1,120 $198K <0.01% 0 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,101 $194K <0.01% +70 13F-HR Timeline Group City State Bank More: the full row for City State Bank 1,100 $194K 0.06% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,108 $193K <0.01% -41 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,010 $178K 0.01% -103 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 862 $152K 0.1% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 809 $143K <0.01% +38 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 801 $141K 0.03% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 800 $141K <0.01% 0 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 791 $140K 0.04% +13 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 700 $124K 0.07% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 658 $116K 0.04% new 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 655 $116K 0.03% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 616 $109K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 608 $107K <0.01% -25 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 604 $107K 0.08% +149 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 600 $106K 0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 585 $103K 0.08% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 571 $101K 0.01% +240 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 539 $95.2K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 533 $94K 0.01% +194 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 502 $88.6K 0.05% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 500 $88.3K 0.04% +470 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 4,845 $84.5K 0.08% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 517 $84.2K 0.06% +40 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 468 $83K 0.04% +141 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 464 $81.9K <0.01% -12 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 455 $80.3K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 455 $80K <0.01% +305 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 421 $74.3K <0.01% +48 13F-HR Timeline Group BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 400 $70.6K <0.01% 0 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 399 $70.4K 0.01% +174 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 389 $68.7K <0.01% +224 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 350 $61.8K 0.03% +100 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 349 $61.6K 0.01% 0 13F-HR/A Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 348 $61.4K <0.01% +48 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 337 $59.5K <0.01% +119 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 336 $59.3K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 315 $55.6K 0.01% +3 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 312 $55.1K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 309 $54.5K 0.01% +103 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 300 $53K <0.01% +216 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 300 $53K <0.01% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 300 $53K 0.03% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 300 $53K 0.02% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 287 $50.7K <0.01% -31 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 282 $49.8K <0.01% +89 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 280 $49.4K 0.03% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 272 $48K 0.04% +98 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 267 $47.1K 0.02% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 264 $46.6K 0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 267 $46.6K 0.01% new 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 259 $45.7K 0.04% -13 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 250 $44.1K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 250 $44.1K 0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 250 $44.1K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 241 $42.5K <0.01% +6 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 247 $41.5K 0.02% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 233 $41K 0.02% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 215 $39K 0.04% +3 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 220 $38.8K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 215 $37.9K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 209 $36.9K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 207 $36.5K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 203 $35.8K 0.01% 0 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 194 $34.3K 0.01% +54 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 185 $32.7K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 185 $32.7K <0.01% +25 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 170 $30K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 170 $30K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 164 $29K <0.01% +12 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 163 $28.8K 0.03% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 154 $27.2K 0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 145 $25.9K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 145 $25.6K <0.01% -21 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 139 $24.5K <0.01% +82 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 137 $24.2K <0.01% +89 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 135 $23.8K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 134 $23.7K 0.01% 0 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 133 $23.5K <0.01% new 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 133 $23K <0.01% -10 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 130 $23K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 130 $22.9K <0.01% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 129 $22.8K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 127 $22.4K 0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 127 $22.4K 0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 121 $21.4K 0.02% +44 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 111 $19.6K <0.01% -5 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 108 $19.1K <0.01% +21 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 103 $18.2K <0.01% new 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 102 $17.9K 0.01% 0 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 101 $17.9K 0.02% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 101 $17.8K 0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 100 $17.7K <0.01% 0 13F-HR Timeline Group Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 100 $17.7K 0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 100 $17.7K <0.01% new 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 100 $17.7K 0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 100 $17.7K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 100 $17.7K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 97 $17.1K <0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 93 $16.4K <0.01% 0 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 90 $15.9K 0.01% +20 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 89 $15.7K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 87 $15.4K <0.01% +7 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 83 $15.1K <0.01% +3 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 85 $15K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 85 $15K 0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $15K 0.11% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 83 $14.7K <0.01% +50 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 79 $14K <0.01% 0 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 67 $13.7K 0.01% new 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 74 $13.3K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 75 $13.2K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 74 $13.1K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 68 $12K <0.01% +9 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 64 $11.3K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 63 $11.1K <0.01% -1 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 60 $11K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 62 $10.9K 0.01% +9 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 61 $10.8K <0.01% 0 13F-HR/A Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 59 $10.4K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 58 $10.2K 0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 57 $10.1K <0.01% +6 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 53 $9.36K 0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 51 $8.94K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 50 $8.83K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 50 $8.83K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 50 $8.83K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 50 $8.72K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 49 $8.65K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 46 $8.12K <0.01% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 45 $8K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 45 $7.94K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 45 $7.94K <0.01% -26 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 43 $7.59K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 41 $7.24K 0.01% 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 39 $6.88K 0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 39 $6.88K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 36 $6.56K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 36 $6.36K <0.01% +31 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 35 $6.18K <0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 35 $6.18K <0.01% -50 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 34 $6K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 36 $6K <0.01% new 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 31 $5.47K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 28 $5.27K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 28 $4.97K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 28 $4.94K <0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 28 $4.94K <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 26 $4.59K <0.01% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 26 $4.59K <0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 26 $4.59K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 26 $4.59K <0.01% -52 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 25 $4.41K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 25 $4.34K <0.01% 0 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 22 $4.28K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 24 $4.24K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 23 $4K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 22 $3.88K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 17 $3K <0.01% 0 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 17 $3K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 17 $2.92K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 16 $2.82K <0.01% 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 16 $2.82K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 16 $2.82K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 15 $2.65K <0.01% -8 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 15 $2.65K <0.01% -75 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 15 $2.65K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 14 $2.47K <0.01% +1 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 13 $2.29K <0.01% -87 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 13 $2.29K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 12 $2.12K <0.01% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 12 $2.12K <0.01% new 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 11 $1.94K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 10 $1.77K <0.01% -6 13F-HR Timeline MOTCO More: the full row for MOTCO 10 $1.76K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 8 $1.41K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 8 $1.41K <0.01% 0 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 8 $1.41K <0.01% new 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 7 $1.24K <0.01% 0 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 7 $1.24K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 6 $1.05K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 10 $1K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5 $1K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5 $883 <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5 $883 <0.01% -28 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5 $883 <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 5 $883 <0.01% -45 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5 $883 <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 5 $883 <0.01% -24 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 5 $883 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4 $707 <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 4 $628 <0.01% new 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 3 $476 <0.01% new 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2 $354 <0.01% -19 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 2 $353 <0.01% new 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 2 $353 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2 $353 <0.01% 0 13F-HR Timeline