Claro Advisors Inc. More: the full row for Claro Advisors Inc. 885 $237K 0.02% -74 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 885 $237K 0.13% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 885 $237K 0.02% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 882 $236K 0.01% +82 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 878 $235K <0.01% new 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 872 $234K 0.03% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 872 $234K 0.01% 0 13F-HR Timeline Group MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 867 $232K 0.02% 0 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 860 $231K 0.02% -299 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 858 $230K 0.09% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 857 $230K <0.01% -642 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 856 $230K 0.02% new 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 852 $228K 0.03% 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 859 $227K 0.02% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 844 $226K 0.03% +9 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 831 $223K 0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 831 $223K 0.02% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 830 $223K 0.04% +3 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 830 $223K <0.01% new 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 830 $223K <0.01% new 13F-HR/A Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 823 $221K 0.12% 0 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 823 $221K 0.17% +4 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 822 $220K 0.05% 0 13F-HR Timeline Group Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 822 $220K <0.01% 0 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 820 $220K 0.01% new 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 817 $219K 0.12% -84 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 813 $218K 0.01% +14 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 807 $216K <0.01% new 13F-HR Timeline Group First Western Trust Bank More: the full row for First Western Trust Bank 806 $216K 0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 806 $216K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 805 $216K <0.01% +90 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 800 $215K 0.12% -3,400 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 800 $215K 0.17% 0 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 797 $214K 0.05% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 797 $214K <0.01% -6 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 796 $213K 0.01% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 795 $213K <0.01% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 795 $213K 0.01% -371 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 794 $213K 0.07% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 788 $211K 0.05% +3 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 787 $211K 0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 785 $210K 0.01% 0 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 784 $210K <0.01% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 784 $210K 0.01% -459 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 776 $208K <0.01% -287 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 772 $207K 0.01% +66 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 772 $207K <0.01% -42 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 767 $206K 0.04% new 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 762 $204K 0.07% new 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 762 $204K 0.05% 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 761 $204K 0.11% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 759 $203K 0.01% -274 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 755 $202K 0.01% new 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 755 $202K 0.19% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 753 $202K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 753 $202K 0.09% +19 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 751 $202K <0.01% new 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 751 $201K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 750 $201K <0.01% new 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 750 $201K 0.01% -22 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 750 $201K 0.05% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 750 $201K 0.02% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 748 $201K <0.01% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 747 $200K 0.01% new 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 746 $200K 0.11% new 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 733 $197K 0.03% -222 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 717 $192K 0.02% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 717 $192K 0.02% +2 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 712 $191K <0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 704 $189K 0.05% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 627 $168K 0.04% 0 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 600 $163K 0.01% -731 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 600 $161K 0.01% 0 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 600 $161K 0.01% +32 13F-HR Timeline Quarry LP More: the full row for Quarry LP 598 $160K 0.03% +88 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 593 $159K 0.03% +577 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 584 $157K 0.09% -4 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 575 $154K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 566 $152K 0.05% -60 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 565 $151K 0.04% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 552 $148K 0.05% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 544 $146K <0.01% -6 13F-HR Timeline Group MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 525 $141K 0.05% 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 522 $140K 0.11% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 512 $137K <0.01% -137 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 511 $137K 0.03% +476 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 507 $136K 0.01% -12 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 500 $134K 0.06% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 450 $121K 0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 384 $103K 0.08% -24 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 380 $102K 0.03% +80 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 377 $101K <0.01% +17 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 377 $101K 0.04% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 367 $98.4K 0.04% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 366 $98.1K 0.02% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 353 $94.7K <0.01% -547 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 339 $90.9K 0.01% +63 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 342 $90.1K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 329 $88.2K 0.01% +21 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 323 $86.6K 0.04% -64 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 314 $84.2K <0.01% -36 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 300 $80.4K 0.01% -1 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 299 $80K 0.06% 0 13F-HR/A Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 251 $67.3K <0.01% +1 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 246 $66K <0.01% +24 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 239 $64.1K 0.03% 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 237 $63.5K <0.01% 0 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 237 $63.5K <0.01% +213 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 237 $63.5K 0.01% +13 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 227 $60.9K <0.01% +3 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 219 $58.7K 0.05% -324 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 205 $55K 0.03% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 202 $54.3K <0.01% -49 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 200 $53.6K 0.02% +13 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 200 $53.6K <0.01% -6 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 200 $53.6K 0.02% 0 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 193 $51.8K 0.01% +1 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 192 $51.6K 0.02% +17 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 189 $50.7K <0.01% +8 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 186 $49.9K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 183 $49K 0.01% -98 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 181 $48K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 164 $44K <0.01% +4 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 160 $42.9K 0.02% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 148 $42K 0.01% -14 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 151 $40.5K 0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 146 $39.1K 0.02% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 144 $38.6K <0.01% +37 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 142 $38.1K 0.01% +5 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 137 $36.7K <0.01% 0 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 129 $34.6K 0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 128 $34.3K <0.01% +91 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 127 $34.1K 0.02% +11 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 124 $33.2K 0.03% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 122 $32.7K 0.01% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 122 $32.7K <0.01% 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 121 $32.4K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 121 $32.4K 0.02% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 123 $31.7K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 110 $29.5K <0.01% +19 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 108 $29K 0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 105 $28.2K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 105 $28.1K 0.01% +1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 103 $27.6K <0.01% +59 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 102 $27.4K 0.02% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 102 $27.3K 0.02% +4 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 101 $27.1K <0.01% +80 13F-HR/A Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 98 $26.3K <0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 95 $25.5K <0.01% new 13F-HR Timeline Group Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 91 $24.4K 0.01% +12 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 89 $23.9K <0.01% +4 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 87 $23K 0.01% -2 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 76 $20.4K <0.01% +55 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 75 $19.8K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 74 $19.8K <0.01% -11 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 74 $19.8K <0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 73 $19.5K <0.01% +1 13F-HR Timeline Wedbush Fund Advisers, LLC More: the full row for Wedbush Fund Advisers, LLC 72 $19.3K <0.01% -22 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 71 $19K <0.01% -3 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 70 $18.8K <0.01% +14 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 68 $18.2K 0.01% +40 13F-HR/A Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 66 $17.7K 0.01% +6 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 55 $14.7K <0.01% -640 13F-HR Timeline City State Bank More: the full row for City State Bank 51 $13.7K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 50 $13.4K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 49 $13.1K <0.01% +1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 48 $12.9K <0.01% +10 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 46 $12.3K <0.01% +23 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 46 $12.3K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 45 $12.1K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 44 $11.9K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 41 $11.2K <0.01% -12 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 41 $11K <0.01% +3 13F-HR/A Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 40 $10.7K <0.01% +11 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 37 $9.92K <0.01% +5 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 37 $9.92K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 37 $9.92K <0.01% -3 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 36 $9.65K 0.01% +3 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 35 $9.38K <0.01% -6 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 34 $9.12K <0.01% -13 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 33 $8.85K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 32 $8.58K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 32 $8.58K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 32 $8.58K <0.01% -13 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 31 $8.31K <0.01% -27 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 30 $8.04K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 30 $8.04K <0.01% -10 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 30 $8.04K <0.01% +2 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 29 $7.78K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 28 $7.51K <0.01% +4 13F-HR Timeline Group Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 39 $7K 0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 26 $6.97K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 26 $6.97K <0.01% +18 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 26 $6.97K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 24 $6.44K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 24 $6.43K <0.01% +5 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 23 $6.17K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 22 $5.9K <0.01% +1 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 22 $5.9K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 22 $5.9K <0.01% +3 13F-HR Timeline