HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 911 $157K <0.01% -190 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 858 $148K 0.01% +651 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 853 $147K 0.01% -157 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 840 $145K 0.06% new 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 800 $138K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 745 $128K <0.01% -64 13F-HR/A Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 736 $126K 0.05% -8,264 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 718 $124K 0.01% new 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 700 $121K 0.06% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 655 $113K 0.03% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 636 $110K 0.08% +32 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 614 $106K 0.02% -2 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 608 $105K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 607 $104K 0.01% +74 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 600 $103K 0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 550 $94.7K 0.04% +200 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 547 $94.2K 0.06% -315 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 539 $92.8K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 511 $88K 0.04% +43 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 510 $87.9K 0.01% +246 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 507 $87.3K 0.02% 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 502 $86.5K 0.04% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 4,845 $83.9K 0.07% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 470 $81K 0.03% -30 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 465 $80.1K 0.05% -120 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 455 $78.3K <0.01% -9 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 446 $76.8K 0.04% -71 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 438 $75.5K 0.04% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 429 $73.9K 0.02% -362 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 425 $73.2K 0.01% +325 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 412 $71K <0.01% +64 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 400 $68.9K <0.01% 0 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 400 $68.9K 0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 389 $67K <0.01% 0 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 379 $65.3K 0.01% +64 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 163 $63.2K <0.01% +76 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 364 $62.7K 0.01% -35 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 361 $62.2K <0.01% +79 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 310 $60.1K 0.02% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 349 $60.1K 0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 348 $59.9K 0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 340 $58.5K 0.01% +155 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 337 $58.1K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 336 $57.9K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 312 $53.7K 0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 300 $51.7K 0.02% 0 13F-HR Timeline Group Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 280 $48.2K 0.03% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 267 $45.9K 0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 266 $45.8K 0.03% +7 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 267 $45.8K 0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 255 $43.9K <0.01% -54 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 247 $43.4K 0.02% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 250 $43.1K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 250 $43.1K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 241 $41.5K <0.01% -214 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 240 $41K <0.01% -215 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 230 $39.6K <0.01% -11 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 227 $39.1K <0.01% +90 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 220 $37.9K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 218 $37.6K 0.04% +3 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 209 $36K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 203 $35K 0.01% 0 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 200 $34.5K <0.01% -100 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 199 $34.3K <0.01% 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 185 $31.9K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 177 $30.5K <0.01% -110 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 170 $29.3K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 170 $29.3K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 167 $28.8K <0.01% -83 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 163 $28.1K 0.03% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 154 $26K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 150 $25.8K 0.01% -44 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 142 $25.4K 0.02% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 143 $24.6K <0.01% -72 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 142 $24.5K <0.01% +3 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 142 $24.5K 0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 140 $24.1K <0.01% +57 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 135 $23.3K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 134 $23.1K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 133 $23K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 132 $23K <0.01% +2 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 132 $22.7K <0.01% +21 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 129 $22.2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Robinswood Financial LLC More: the full row for Robinswood Financial LLC 127 $21.9K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 125 $21.5K <0.01% +25 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 122 $20.9K 0.01% +1 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 111 $19.1K 0.01% -16 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 110 $18.9K <0.01% -20 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 108 $18.6K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 104 $17.9K <0.01% +59 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 103 $17.8K 0.01% +1 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 103 $17.7K 0.02% +2 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 101 $17.4K <0.01% -63 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 100 $17.2K <0.01% new 13F-HR Timeline Group Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 100 $17.2K 0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 100 $17.2K 0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 100 $17.2K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 100 $17.2K 0.01% -1,000 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 92 $16.7K <0.01% +9 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 95 $16.4K <0.01% -3,603 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 89 $15.3K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 87 $15K <0.01% +2 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 86 $14.8K 0.01% +24 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 85 $14.6K <0.01% -8 13F-HR Timeline Group Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 85 $14.6K 0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 82 $14.1K 0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 79 $13.6K 0.01% -11 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 77 $13.3K 0.01% +76 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 74 $13K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 75 $12.9K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 75 $12.9K 0.01% +34 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 61 $10.5K <0.01% 0 13F-HR/A Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 58 $9.99K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 53 $9.13K 0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 51 $8.87K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 51 $8.79K <0.01% -249 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 50 $8.61K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 50 $8.61K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 50 $8.61K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 50 $8.61K <0.01% -14 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 50 $8.61K <0.01% +26 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 50 $8.58K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 49 $8.44K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 49 $8.44K <0.01% 0 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 Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 45 $7.75K 0.01% -227 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 41 $7.06K <0.01% +29 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 41 $7K <0.01% +5 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 39 $6.72K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 37 $6.37K <0.01% -60 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 36 $6.2K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 35 $6.03K <0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 35 $6.03K <0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 30 $5.17K <0.01% new 13F-HR/A Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 28 $4.82K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 27 $4.65K <0.01% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 26 $4.48K <0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 26 $4.48K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 25 $4.31K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 25 $4.29K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 24 $4.13K <0.01% -12 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 20 $3.44K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 20 $3.44K <0.01% -6 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 18 $3.1K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 23 $3K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 17 $2.85K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 16 $2.76K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 16 $2.76K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 16 $2.76K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 15 $2.58K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 14 $2.43K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 14 $2.41K <0.01% -14 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 13 $2.24K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 13 $2.24K <0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 13 $2.24K <0.01% -4 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 12 $2.07K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 12 $2.06K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 17 $2K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 10 $1.79K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 10 $1.75K <0.01% -18 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 10 $1.72K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 9 $1.55K <0.01% new 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 8 $1.38K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 8 $1.38K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 8 $1.38K <0.01% -20 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 8 $1.38K <0.01% 0 13F-HR/A Timeline Abound Wealth Management More: the full row for Abound Wealth Management 6 $1.03K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 10 $1K <0.01% 0 13F-HR/A Timeline CX Institutional More: the full row for CX Institutional 5 $1K <0.01% 0 13F-HR/A Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5 $862 <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5 $861 <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5 $861 <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5 $861 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 5 $861 <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 5 $861 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4 $690 <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 4 $622 <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3 $517 <0.01% -23 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 3 $516 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $497 <0.01% new 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 3 $464 <0.01% 0 13F-HR Timeline Group Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 2 $345 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2 $345 <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2 $278 <0.01% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 1 $181 <0.01% 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1 $180 <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.