HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 6,335 $310K <0.01% -68,238 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 6,286 $308K <0.01% -604 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 6,287 $308K 0.23% +650 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 6,220 $305K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,170 $302K 0.01% -607 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 6,168 $302K 0.07% -2,432 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 6,125 $300K 0.08% -1,000 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 6,120 $300K 0.2% +790 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6,045 $296K 0.01% -2,269 13F-HR/A Timeline Balentine LLC More: the full row for Balentine LLC 6,004 $294K 0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 6,000 $294K 0.22% -425,940 13F-HR/A Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,987 $293K 0.02% +2 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,981 $293K <0.01% -735 13F-HR/A Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 5,945 $291K <0.01% -233 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 5,801 $285K 0.01% -28,359 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,772 $283K 0.01% -320 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 5,755 $282K <0.01% -556 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,698 $279K 0.01% +2,072 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 5,692 $279K 0.01% +1,073 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 5,661 $277K 0.02% -2,008 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 5,650 $277K 0.04% +104 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 5,650 $277K 0.08% +640 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,640 $276K <0.01% -22 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 5,621 $275K 0.1% -5,715 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,616 $275K <0.01% -60 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,576 $273K 0.01% -56,056 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 5,500 $270K 0.06% +1,100 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,484 $269K <0.01% -1,462 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,468 $268K 0.05% +1,114 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 2,767 $267K 0.05% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,421 $266K 0.01% -2,555 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 5,397 $265K 0.13% +47 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 5,388 $264K 0.04% -2,610 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,383 $264K 0.01% new 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 5,379 $264K 0.11% -2,072 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 5,355 $262K 0.08% +2,190 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,281 $259K 0.04% new 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 5,240 $257K 0.15% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 5,147 $252K 0.01% -25,974 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 5,142 $252K 0.13% -1,790 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 5,123 $251K 0.02% new 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 5,042 $247K 0.06% -239 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 5,022 $246K 0.01% +3 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 5,000 $245K 0.08% 0 13F-HR/A Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 5,000 $245K 0.06% 0 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 4,982 $244K 0.07% +2,179 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 4,982 $244K 0.04% +401 13F-HR/A Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 4,977 $244K 0.01% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,884 $239K 0.03% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 4,800 $235K <0.01% -948,675 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 4,800 $235K 0.11% +1,650 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 4,772 $234K 0.2% +369 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 4,759 $233K 0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,755 $233K <0.01% +202 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,742 $232K 0.01% -67 13F-HR Timeline Group Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 4,722 $231K 0.07% -329 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,714 $231K 0.02% +257 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 4,700 $230K 0.12% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,700 $230K 0.03% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 4,700 $230K 0.05% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 4,700 $230K 0.03% +3,000 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 4,625 $227K 0.02% +815 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,621 $226K 0.02% +500 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,602 $226K 0.01% -72 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 4,600 $225K 0.1% -310 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 4,540 $223K 0.14% 0 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 4,533 $222K 0.55% new 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 4,481 $220K 0.03% +1 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,100 $219K 0.01% -560 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,448 $218K <0.01% +1,203 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,444 $218K 0.01% +116 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 4,400 $216K 0.01% -156 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,381 $215K 0.01% -1,126 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,369 $214K 0.01% +751 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,364 $214K 0.03% -62 13F-HR Timeline Group Bell Bank More: the full row for Bell Bank 4,333 $212K 0.01% -389 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 4,302 $211K 0.24% -35 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,289 $210K 0.01% -16,769 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,250 $208K <0.01% -121 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,238 $208K <0.01% -34 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 4,220 $207K 0.05% +983 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,200 $206K 0.01% -3,365 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 4,200 $206K 0.04% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,194 $206K 0.01% -10 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,176 $205K 0.01% +81 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,159 $204K 0.03% 0 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 4,154 $204K 0.08% -129 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 4,083 $200K 0.02% -546 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 4,008 $196K 0.01% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,913 $192K 0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,829 $188K 0.01% +1,442 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,773 $185K 0.17% -347 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,416 $170K 0.01% +1,263 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 3,422 $168K 0.01% -499 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,405 $167K 0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,393 $166K 0.01% +70 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,265 $160K 0.02% +1,215 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,263 $160K 0.02% -11,562 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 3,071 $151K 0.03% -15,656 13F-HR Timeline TOBAM More: the full row for TOBAM 3,061 $150K 0.05% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2,840 $139K 0.06% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,783 $136K <0.01% +1,000 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,716 $133K 0.03% +15 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,667 $131K <0.01% +561 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 2,495 $122K 0.06% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,368 $116K 0.01% -77 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 2,360 $116K 0.08% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,314 $113K 0.01% +61 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,300 $113K <0.01% -905 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,294 $112K 0.01% -72 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,172 $112K <0.01% +258 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2,080 $102K 0.03% -8 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,076 $102K <0.01% +637 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,069 $101K <0.01% -1,432 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,000 $98K <0.01% 0 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 1,960 $96.1K 0.04% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,922 $94.2K <0.01% -131 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,848 $90.6K <0.01% +147 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,822 $89.3K 0.04% -3,679 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,803 $88.4K 0.06% +709 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,803 $88.4K 0.03% +364 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,759 $85.6K 0.01% -5,925 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,591 $78K <0.01% +418 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,587 $77.8K <0.01% +31 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,584 $77.6K 0.03% -108 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,522 $74.6K <0.01% 0 13F-HR/A Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,477 $72.4K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,335 $65.4K <0.01% -668 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 1,333 $65.3K 0.01% -17 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,325 $65K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,210 $62.4K <0.01% -2 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,268 $62.1K <0.01% -16 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,267 $62.1K <0.01% -5,139 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,250 $61.3K 0.02% +750 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,217 $59.6K 0.01% +1,022 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,208 $59.2K 0.04% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,200 $59.2K 0.01% -9 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,200 $58.8K 0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,068 $58K 0.04% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1,102 $54K 0.02% 0 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,070 $52.4K 0.01% -1,459 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 960 $47K 0.03% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 950 $46.6K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 943 $46.2K 0.01% +245 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 910 $44.6K <0.01% -2,574 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 882 $43.2K 0.02% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 876 $42.9K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 839 $41.1K 0.03% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 815 $39.9K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 809 $39.6K <0.01% -522 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 800 $39.2K 0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 769 $37.8K <0.01% +369 13F-HR Timeline Group Binnacle Investments Inc More: the full row for Binnacle Investments Inc 756 $37.1K 0.02% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 728 $35.7K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 727 $35.6K <0.01% +47 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 725 $35.5K <0.01% -4,204 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 722 $35.4K <0.01% +1 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 716 $35.1K <0.01% -4 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 657 $32.2K <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 642 $31.5K 0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 713 $30.7K 0.01% +235 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 600 $29.4K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 593 $29.1K <0.01% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 586 $28.7K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 584 $28.6K 0.01% +5 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 583 $28.6K <0.01% +55 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 554 $27.2K <0.01% -103 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 546 $26.8K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 540 $26.5K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 538 $26.4K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 524 $25.7K <0.01% +334 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 520 $25.5K <0.01% -200 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 510 $25K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 505 $24.8K <0.01% +25 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 503 $24.7K <0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 500 $24.5K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 500 $24.5K 0.07% 0 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 500 $24.5K 0.02% +310 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 476 $23.3K 0.02% +349 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 472 $23.1K +309 Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 468 $23.1K 0.01% +448 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 473 $23K <0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 456 $22.4K <0.01% -200 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 430 $21.1K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 425 $20.8K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 418 $20.5K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 412 $20.2K <0.01% -313 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 410 $20.1K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 400 $19.6K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 355 $19.2K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 391 $19K <0.01% +191 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 375 $18.4K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 370 $18.1K <0.01% -210 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 355 $17.4K <0.01% +45 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 351 $17.2K 0.02% new 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 330 $16.2K -5,180 Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 319 $15.6K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 316 $15.5K 0.01% +242 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 310 $15.2K 0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 300 $14.7K <0.01% new 13F-HR Timeline