Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,270 $219K <0.01% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,266 $219K <0.01% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,266 $219K 0.04% new 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 2,244 $217K <0.01% new 13F-HR Timeline Group FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,232 $215K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,223 $215K 0.13% +381 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,212 $213K <0.01% +238 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 2,202 $212K 0.09% +3 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 2,200 $212K 0.07% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,196 $212K <0.01% -1,362 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 2,190 $211K 0.02% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,188 $211K <0.01% -2,026 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,164 $209K 0.04% -18 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,157 $208K 0.05% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,154 $208K <0.01% +42 13F-HR Timeline Group Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 2,154 $208K 0.04% new 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,149 $207K 0.06% -98 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,147 $207K 0.01% new 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 2,135 $206K 0.03% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,107 $203K <0.01% new 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 2,077 $200K 0.16% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,074 $200K 0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,000 $193K 0.05% +1,000 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,920 $185K 0.06% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,716 $166K 0.01% -4,414 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,684 $163K 0.02% +130 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,659 $160K 0.02% +330 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,642 $158K 0.02% +41 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,631 $157K 0.01% -47 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,597 $154K 0.01% 0 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,563 $151K 0.01% +846 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,556 $150K 0.02% +898 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,546 $149K 0.01% +478 13F-HR Timeline Group Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 1,509 $146K 0.08% -105 13F-HR/A Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,468 $142K <0.01% +105 13F-HR Timeline Group Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,450 $140K 0.02% 0 13F-HR Timeline Group Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,430 $138K <0.01% new 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 1,398 $135K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,364 $132K 0.03% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,345 $130K 0.05% +11 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,305 $126K <0.01% -400 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,256 $121K <0.01% +636 13F-HR/A Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,236 $119K 0.02% +576 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,212 $117K <0.01% -38 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,200 $116K 0.01% 0 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,181 $114K <0.01% -755 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,151 $111K 0.01% -439 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,115 $108K 0.02% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,051 $101K 0.04% -674 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,050 $101K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,042 $100K 0.01% +38 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,020 $98.4K 0.03% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,017 $98.1K <0.01% +217 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,000 $96.5K 0.01% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,125 $92.5K <0.01% +495 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 950 $91.7K 0.02% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 950 $91.7K <0.01% -21 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 938 $90.5K <0.01% 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 858 $82.8K 0.01% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 831 $80.2K 0.01% +74 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 810 $78.2K <0.01% -409 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 805 $77.7K <0.01% +37 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 795 $76.7K <0.01% -217 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 759 $73.2K <0.01% +461 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 735 $70.9K 0.03% -25 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 726 $70.1K 0.01% new 13F-HR/A Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 728 $70K 0.03% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 705 $68K 0.02% -215 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 701 $68K <0.01% +335 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 700 $67.5K 0.01% -43 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 686 $66.2K <0.01% -178 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 686 $66.2K 0.03% -224 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 660 $64K 0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 637 $64K 0.04% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 658 $63.5K 0.06% 0 13F-HR/A Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 656 $63.3K <0.01% new 13F-HR/A Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 635 $61.3K 0.06% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 623 $60.1K <0.01% +6 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 600 $57.9K 0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 600 $57.9K 0.01% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 600 $57K 0.03% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 576 $56K 0.04% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 569 $54.9K 0.01% +45 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 547 $52.8K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 514 $49.6K 0.01% -2,043 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 478 $46.1K <0.01% +10 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 453 $43.7K <0.01% +429 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 423 $41.8K 0.02% -105 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 423 $41.7K 0.01% +23 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 430 $41.5K 0.03% +418 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 426 $41.1K <0.01% +151 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 426 $41.1K 0.02% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 425 $41K 0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 416 $40.1K 0.02% +414 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 415 $40K <0.01% -925 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 381 $36.8K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 374 $36K <0.01% -751 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 371 $36K <0.01% +42 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 371 $35.7K 0.02% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 366 $35.3K 0.02% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 365 $35.2K <0.01% new 13F-HR Timeline Group Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 354 $34.2K <0.01% +207 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 352 $34K 0.01% +92 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 351 $33.9K 0.01% -200 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 350 $33.8K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 346 $33.3K <0.01% +5 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 345 $33.3K 0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 334 $32.2K 0.02% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 319 $30.8K 0.02% +174 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 305 $29.4K 0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 289 $27.9K <0.01% +2 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 276 $26K 0.01% +189 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 250 $24.7K <0.01% +100 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 250 $24.1K 0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 250 $24.1K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 249 $24K <0.01% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 253 $24K <0.01% +117 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 242 $23.4K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 241 $23.3K 0.02% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 231 $22.3K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 234 $22K <0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 227 $21.9K 0.01% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 220 $21.1K 0.01% -50 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 224 $21K <0.01% -140 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 200 $20.3K 0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 206 $19.9K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 202 $19.5K <0.01% +16 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 200 $19.3K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 200 $19.3K <0.01% -93 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 200 $19.3K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 200 $19.3K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 190 $18.3K 0.01% +144 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 188 $18.2K 0.01% +15 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 185 $18K <0.01% -40 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 186 $17.9K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 186 $17.9K 0.01% -1,214 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 180 $17.4K 0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 172 $17.2K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 175 $16.9K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 149 $16K 0.01% new 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 160 $15.4K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 155 $15K <0.01% 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 155 $14.9K 0.01% +100 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 150 $14.5K 0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 150 $14.5K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 150 $14.5K 0.01% +123 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 150 $14.5K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 150 $14.5K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 149 $14.4K 0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 140 $13.5K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 140 $13.5K 0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 137 $13.2K 0.01% +1 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 135 $13.1K <0.01% -17 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 131 $12.6K <0.01% +4 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 125 $12.1K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 121 $11.7K <0.01% -33 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 118 $11.4K <0.01% -7 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 100 $11.4K <0.01% -400 13F-HR/A Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 116 $11.2K <0.01% -17,691 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 114 $11K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 106 $10.3K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 105 $10.1K <0.01% -1 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 100 $10K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 100 $9.65K <0.01% new 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 100 $9.65K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 100 $9.65K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 100 $9.65K <0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 100 $9.65K 0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 100 $9.65K 0.01% -9,088 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 91 $8.78K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 87 $8.4K <0.01% -14 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 83 $8.01K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 80 $7.89K <0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 80 $7.72K <0.01% -10 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 79 $7.58K <0.01% +12 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 77 $7.43K 0.01% +7 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 75 $7.24K <0.01% -56 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 71 $6.85K <0.01% 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 64 $6.18K 0.01% 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 61 $5.97K <0.01% -2,219 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 62 $5.95K <0.01% +18 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 60 $5.79K <0.01% +20 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 58 $5.6K <0.01% -34 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 5,755 $5.55K 0.22% -1,680 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 55 $5.31K <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 55 $5.31K <0.01% 0 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 52 $5.02K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 50 $4.83K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 49 $4.73K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 48 $4.63K <0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 48 $4.63K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 46 $4.44K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 44 $4.25K <0.01% -54 13F-HR Timeline MOTCO More: the full row for MOTCO 40 $4.06K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 39 $3.76K <0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 39 $3.76K <0.01% -3 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 36 $3.47K <0.01% -36 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 36 $3.47K <0.01% +28 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 30 $3.17K <0.01% +18 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 40 $3K <0.01% +20 13F-HR/A Timeline