Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 495 $225K 0.04% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 492 $223K 0.01% +87 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 479 $217K 0.03% +60 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 474 $215K 0.01% -16 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 472 $214K 0.07% 0 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 471 $214K 0.02% new 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 470 $213K 0.1% -17 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 466 $211K 0.04% -31 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 456 $207K 0.01% -15 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 457 $207K 0.05% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 450 $204K 0.05% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 449 $204K <0.01% -140 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 449 $204K <0.01% -7 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 447 $203K <0.01% +419 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DRW Securities, LLC More: the full row for DRW Securities, LLC 446 $202K 0.02% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 445 $202K <0.01% +29 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 442 $201K 0.01% new 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 442 $201K 0.03% 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 425 $193K 0.02% -81 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 423 $192K 0.28% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 423 $192K 0.01% +118 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 410 $186K <0.01% +295 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 386 $175K 0.04% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 358 $163K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 354 $161K <0.01% -1 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 346 $157K 0.02% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 344 $156K 0.03% -3 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 342 $155K <0.01% +25 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 401 $155K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 334 $152K 0.01% +315 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 313 $142K 0.01% -5 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 300 $136K 0.02% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 283 $128K <0.01% -1 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 275 $125K 0.04% +111 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 275 $125K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 273 $124K 0.01% +2 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 269 $122K 0.04% +10 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 263 $119K 0.02% -65 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 250 $113K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 246 $112K <0.01% -46 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 245 $111K 0.11% +21 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 236 $106K <0.01% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 223 $101K <0.01% +120 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 222 $101K 0.05% +10 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 222 $101K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 220 $99.6K 0.04% +5 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 218 $99K <0.01% +18 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 216 $98.1K <0.01% -351 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 212 $96.2K 0.08% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 210 $95.3K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 204 $92.6K 0.01% -170 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 201 $91.2K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 195 $88.5K <0.01% -78 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 194 $88.1K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 185 $84K <0.01% +88 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 185 $84K 0.01% -74 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 185 $84K 0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 180 $81.7K 0.07% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 172 $78.1K 0.01% +88 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 169 $76.7K <0.01% -10 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 166 $75.4K <0.01% new 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 162 $73.5K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 160 $72.6K <0.01% +7 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 154 $69.9K 0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 151 $68.5K 0.01% 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 143 $64.9K <0.01% -67 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 133 $60.4K 0.01% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 125 $56.7K 0.03% 0 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 115 $55K <0.01% 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 121 $54.9K 0.03% +10 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 120 $54.5K <0.01% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 120 $54.5K <0.01% -3 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 120 $54.5K 0.03% -17 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 118 $53.6K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 109 $49.5K <0.01% +16 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 108 $49K <0.01% -1 13F-HR/A Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 107 $48.6K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 125 $44K 0.03% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 96 $44K 0.03% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 88 $39.9K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 88 $39.9K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 85 $38.6K <0.01% -7 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 84 $38.1K 0.01% 0 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 84 $38.1K 0.01% -20 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 82 $37.2K <0.01% +1 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 82 $37.2K 0.03% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 79 $35.9K 0.02% -2,270 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 80 $33.5K 0.01% +78 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 73 $33.1K <0.01% +19 13F-HR Timeline BAYBAN More: the full row for BAYBAN 66 $30K 0.03% 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 64 $29.1K 0.01% -10 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 64 $29.1K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 62 $28.1K <0.01% -18 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 62 $27.3K <0.01% +61 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 60 $27.2K <0.01% +26 13F-HR Timeline Group DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 60 $27.2K <0.01% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 60 $27.2K 0.01% +40 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 60 $27.2K <0.01% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 58 $26.3K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 56 $25.4K 0.01% +54 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 54 $25K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 50 $22.7K <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 50 $22.7K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 49 $22.2K 0.02% -4 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 48 $21.3K <0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 46 $20.9K 0.02% 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 46 $20.9K <0.01% +39 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 44 $20K <0.01% +7 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 44 $20K <0.01% -5,134 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 41 $18.6K 0.01% 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 40 $18.2K 0.01% new 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 40 $18.2K 0.02% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 40 $18.2K 0.01% 0 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 35 $15.9K 0.02% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 33 $15K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 31 $14.1K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 30 $13.6K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 29 $13.2K <0.01% +2 13F-HR Timeline Group KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 37 $12.7K 0.02% 0 13F-HR/A Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 27 $12.4K <0.01% 0 13F-HR Timeline Group Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 27 $12.3K <0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 34 $11.8K <0.01% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 26 $11.8K 0.01% +19 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 25 $11.3K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 24 $10.9K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 22 $9.99K <0.01% +12 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 21 $9.53K <0.01% -1 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 20 $9.08K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 19 $9K <0.01% +17 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 19 $8.63K <0.01% +10 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 19 $8.63K <0.01% +6 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 19 $8.62K <0.01% +6 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 23 $8.35K <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 18 $8.17K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 16 $7.26K <0.01% +3 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 16 $7.26K <0.01% -6 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 15 $6.81K <0.01% +10 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 15 $6.81K <0.01% -1,125 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 15 $6.81K <0.01% +2 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 15 $6.81K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 14 $6.36K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 13 $5.9K <0.01% -15 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 13 $5.9K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 13 $5.9K <0.01% 0 13F-HR Timeline Group Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 13 $5.9K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 13 $5.9K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 13 $5.9K <0.01% +7 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 13 $5.9K <0.01% +4 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 13 $5.9K <0.01% +2 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 12 $5.45K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 12 $5.45K <0.01% -58 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 10 $4.54K <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 10 $4.54K <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 10 $4.54K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 10 $4.54K <0.01% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 9 $4.09K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 9 $4.09K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 9 $4.09K <0.01% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 9 $4K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 8 $3.84K <0.01% new 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 8 $3.63K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 8 $3.63K <0.01% -33 13F-HR/A Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 8 $3.63K <0.01% 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 7 $3.18K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 7 $3.18K <0.01% 0 13F-HR Timeline Group Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 7 $3.18K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 7 $3.18K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 6 $2.72K <0.01% +3 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $2.72K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 6 $2.72K <0.01% 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 6 $2.72K <0.01% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5 $2.44K <0.01% -2 13F-HR Timeline Group HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 5 $2.27K <0.01% -5 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 5 $2.27K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 5 $2.27K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5 $2.27K <0.01% +2 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 5 $2.27K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 5 $2.27K <0.01% 13F-HR/A Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 5 $2.27K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 5 $2K <0.01% -3 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 4 $1.82K <0.01% -1 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 4 $1.82K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 4 $1.82K <0.01% 0 13F-HR/A Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4 $1.81K <0.01% +3 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4 $1.6K <0.01% +1 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3 $1.36K <0.01% +2 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3 $1.36K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3 $1.36K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 3 $1.36K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 3 $1.36K <0.01% -9 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3 $1.36K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 3 $1.36K <0.01% +1 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 3 $1.36K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3 $1.36K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2 $908 <0.01% +1 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2 $908 <0.01% new 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2 $908 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2 $908 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $908 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $908 <0.01% 0 13F-HR Timeline