TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,867 $308K 0.02% +541 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,850 $306K 0.02% +140 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 1,843 $304K 0.48% +43 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 1,819 $300K 0.3% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,818 $300K 0.04% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,815 $300K 0.01% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,815 $300K <0.01% +68 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 1,813 $299K <0.01% +28 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 1,804 $298K 0.08% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,792 $296K <0.01% -34 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,778 $294K 0.08% new 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,778 $294K 0.12% -592 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 1,778 $292K <0.01% -42 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 1,739 $287K 0.01% new 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,739 $287K 0.01% +331 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,734 $286K 0.05% -160 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 1,715 $283K 0.03% -30 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,712 $283K <0.01% +270 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,698 $280K 0.01% -370 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,697 $280K 0.03% +257 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,654 $273K 0.01% +176 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 1,649 $272K 0.02% -86 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,635 $270K <0.01% -1,126 13F-HR Timeline Grandeur Peak Global Advisors, LLC More: the full row for Grandeur Peak Global Advisors, LLC 1,632 $270K 0.06% -32,396 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 1,614 $264K <0.01% +828 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,600 $264K 0.02% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,555 $257K 0.02% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,574 $255K <0.01% +129 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,531 $253K 0.02% new 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,526 $252K 0.01% +8 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,520 $251K 0.01% -53 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 1,512 $250K 0.01% +168 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,510 $249K 0.01% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 1,508 $249K <0.01% -475 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,505 $249K 0.04% -180 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,502 $248K <0.01% -414 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,485 $247K 0.08% -1,231 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,489 $246K 0.02% -614 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,479 $244K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,477 $244K <0.01% -27 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,477 $244K 0.01% new 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,468 $242K 0.09% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,454 $241K <0.01% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,457 $241K 0.01% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,455 $240K <0.01% -84 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,442 $238K <0.01% +173 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,426 $235K <0.01% new 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 1,392 $230K 0.02% -472 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,369 $226K 0.01% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,354 $224K 0.02% +96 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,354 $224K 0.05% 0 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 1,330 $220K 0.18% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,294 $214K 0.04% new 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,287 $213K 0.01% +6 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,282 $212K <0.01% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,274 $210K 0.02% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,266 $209K 0.01% -13 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,254 $207K <0.01% -66 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,237 $204K 0.01% -86 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,229 $203K <0.01% -4,182 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,249 $203K 0.01% +4 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,218 $201K 0.01% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,218 $201K 0.04% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,220 $201K 0.02% +1 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,217 $201K 0.08% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,216 $201K 0.03% new 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 1,121 $185K <0.01% -24 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,018 $168K <0.01% +190 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 1,005 $166K 0.01% 0 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 921 $152K 0.03% +169 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 887 $146K <0.01% +43 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 870 $144K 0.01% +623 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 841 $139K <0.01% +33 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 825 $136K <0.01% -10 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 815 $135K 0.01% -10 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 780 $129K 0.02% -200 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 652 $108K 0.03% +268 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 645 $107K <0.01% +2 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 581 $95.9K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 554 $91K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 550 $90.8K 0.03% +45 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 530 $87.5K <0.01% +67 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 484 $79.9K 0.04% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 473 $78.1K <0.01% -1 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 463 $76.5K 0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 447 $73.8K 0.01% 0 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 443 $73.2K 0.01% +136 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 410 $67.7K 0.05% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 396 $65.4K 0.07% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 377 $62.3K <0.01% +14 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 365 $60.3K <0.01% +337 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 349 $57.6K 0.01% +8 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 301 $49.7K 0.01% -3 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 300 $49.5K <0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 255 $49.3K 0.03% -83 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 299 $48.7K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 295 $48.7K <0.01% -11 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 291 $48.1K <0.01% +25 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 288 $47.6K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 284 $46.9K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 272 $44.9K <0.01% -80 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 252 $41.6K <0.01% +49 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 244 $40.3K 0.03% -59 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 241 $39.8K <0.01% new 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 218 $36K <0.01% +156 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 209 $34.5K <0.01% -9 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 196 $32.4K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 191 $31.5K <0.01% +10 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 188 $31K 0.01% 0 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 185 $30.6K -179,000 Timeline Bank & Trust Co More: the full row for Bank & Trust Co 182 $30.1K 0.02% +53 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 192 $29.9K <0.01% +12 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 178 $29.4K 0.02% +177 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 154 $25.4K 0.01% +151 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 150 $24.8K <0.01% +50 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 150 $24.8K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 146 $24.1K <0.01% +106 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 128 $21.1K <0.01% +10 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 122 $20.1K <0.01% 0 13F-HR Timeline Group Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 115 $19K 0.02% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 112 $18.5K <0.01% -325 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 111 $18.3K <0.01% +35 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 110 $18.2K 0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 108 $17.8K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 101 $17K 0.01% -32 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 100 $17K <0.01% -8 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 104 $16.9K <0.01% -10 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 100 $16.5K <0.01% -255 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 77 $12.7K <0.01% -22 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 69 $11.4K 0.01% 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 65 $10.8K 0.01% +1 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 65 $10.7K 0.01% +2 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 60 $9.91K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 59 $9.74K <0.01% 0 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 53 $8.75K <0.01% +8 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 52 $8.56K 0.01% -50 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 50 $8.26K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 49 $8.09K <0.01% +9 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 48 $7.98K <0.01% +15 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 48 $7.78K <0.01% +24 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 47 $7.76K <0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 41 $6.77K 0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 40 $6.61K <0.01% +27 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 40 $6.48K <0.01% +21 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 39 $6.44K <0.01% +4 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 35 $5.78K <0.01% 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 31 $5.15K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 31 $5.12K <0.01% new 13F-HR/A Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 31 $5.12K <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 30 $5.02K <0.01% -79 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 30 $4.96K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 30 $4.95K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 29 $4.79K <0.01% +17 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 28 $4.66K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 28 $4.62K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 26 $4.29K <0.01% +17 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 25 $4.13K <0.01% +12 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 25 $4.13K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 23 $3.81K <0.01% +13 13F-HR Timeline Pier Capital, LLC More: the full row for Pier Capital, LLC 23 $3.8K <0.01% -1,900 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 578 $3.5K 0.06% -86 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 21 $3.47K <0.01% 0 13F-HR Timeline Group KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 18 $3.33K <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 18 $2.97K <0.01% 0 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 18 $2.97K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 17 $2.81K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 17 $2.81K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 16 $2.64K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 15 $2.48K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 14 $2.31K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 14 $2.28K <0.01% 0 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 13 $2.15K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 17 $2K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 12 $1.98K <0.01% new 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 12 $1.98K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 11 $1.82K <0.01% +4 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 10 $1.72K <0.01% +9 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 10 $1.65K <0.01% +5 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 10 $1.65K <0.01% 0 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 10 $1.65K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 9 $1.49K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 9 $1.49K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 8 $1.32K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 8 $1.32K <0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 8 $1.32K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 8 $1.32K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 7 $1.19K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 7 $1.16K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 6 $1.04K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4 $1K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6 $991 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6 $991 <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 6 $991 <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 6 $991 <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 6 $990 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5 $826 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $826 <0.01% -7 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4 $661 <0.01% +2 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 4 $661 <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 4 $661 <0.01% -1 13F-HR Timeline