Dakota Wealth Management More: the full row for Dakota Wealth Management 3,802 $389K 0.01% +12 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,771 $386K 0.04% +8 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,770 $385K 0.01% +191 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,755 $384K <0.01% +1,259 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 3,685 $377K <0.01% +64 13F-HR Timeline Group Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 3,787 $377K 0.18% -53 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,612 $369K 0.02% +234 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,569 $365K 0.02% +387 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,561 $364K 0.03% -49 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,489 $357K 0.01% +146 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,489 $357K 0.06% -67 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,483 $356K <0.01% +2 13F-HR Timeline Group Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 3,470 $355K <0.01% +363 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,469 $355K 0.02% -111 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,445 $352K 0.03% -121 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,415 $349K 0.01% -303 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 3,285 $336K 0.05% -727 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 3,200 $327K 0.05% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,179 $325K 0.03% -93 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 133 $320K <0.01% -2,706 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 3,116 $319K <0.01% -230 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,101 $317K <0.01% -149 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 3,101 $317K 0.03% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,099 $317K 0.01% -405 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,069 $314K 0.04% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,062 $313K 0.02% +153 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 3,389 $307K <0.01% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,981 $305K 0.02% +12 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,947 $301K 0.01% +270 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,917 $298K <0.01% new 13F-HR Timeline Group VARCOV Co. More: the full row for VARCOV Co. 2,869 $293K 0.11% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,850 $291K <0.01% +2,183 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,823 $289K <0.01% -1,436 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,802 $287K 0.03% -1,198 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 2,769 $283K 0.06% -343 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,684 $274K <0.01% -96 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 2,648 $271K 0.13% +52 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,640 $270K 0.02% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,612 $267K 0.02% +398 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,607 $267K <0.01% new 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,582 $264K <0.01% new 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 2,556 $261K 0.14% +4 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 2,555 $261K 0.12% +86 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,546 $260K <0.01% +171 13F-HR Timeline Group BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,522 $258K 0.13% -308 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 2,496 $255K +118 Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 2,468 $252K 0.1% 0 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 2,468 $252K 0.08% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,449 $250K 0.01% -2,004 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,445 $250K 0.01% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,435 $249K 0.02% -1,586 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,496 $248K 0.01% +90 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,415 $247K 0.02% 0 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 2,335 $239K 0.02% -5,394 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 2,327 $238K <0.01% 0 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 2,290 $233K <0.01% -73,755 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,273 $232K 0.01% +11 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,247 $230K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,212 $226K <0.01% +78 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,202 $225K 0.02% -759 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,162 $221K 0.02% -88 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 2,161 $221K 0.01% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,153 $220K 0.02% -152 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 2,153 $220K 0.03% -496 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,141 $219K <0.01% new 13F-HR Timeline RWWM, INC. More: the full row for RWWM, INC. 2,137 $219K 0.02% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,116 $216K 0.04% -90 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,108 $216K 0.01% -1,071 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 2,105 $215K 0.03% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,102 $215K 0.03% new 13F-HR Timeline Group CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,099 $215K 0.01% new 13F-HR Timeline WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC More: the full row for WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 2,098 $215K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,054 $210K <0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,045 $209K 0.02% new 13F-HR Timeline BW Gestao de Investimentos Ltda. More: the full row for BW Gestao de Investimentos Ltda. 2,021 $207K <0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,006 $205K <0.01% -702 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,000 $204K 0.01% -44 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,998 $204K <0.01% new 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,911 $195K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,869 $191K <0.01% -225 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,835 $188K 0.04% 0 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,815 $186K <0.01% +1,189 13F-HR Timeline Group MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1,769 $181K <0.01% +165 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,547 $158K <0.01% -143 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,485 $152K 0.04% +289 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,428 $146K 0.02% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,370 $140K <0.01% +1 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,203 $123K 0.03% -177 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,200 $123K 0.03% -26,500 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,149 $117K 0.02% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,104 $113K 0.01% +168 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 1,000 $102K 0.04% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 995 $102K <0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 963 $98.5K <0.01% -10,863 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 940 $96.1K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 856 $87.5K <0.01% +9 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 824 $84.3K <0.01% -5 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 823 $84.2K 0.04% -12,190 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 784 $80.2K 0.03% -81 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 771 $78.8K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 755 $77.2K <0.01% +500 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 737 $75.4K 0.01% +516 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 653 $66.8K <0.01% +130 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 645 $66K <0.01% +140 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 634 $64.8K <0.01% -25 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 619 $63K <0.01% -8 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 582 $59.5K 0.01% -13 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 540 $55.2K <0.01% 0 13F-HR Timeline Group Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 483 $49.4K 0.04% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 459 $46.9K <0.01% -2,486 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 424 $43.4K <0.01% +3 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 376 $38.4K <0.01% -3,861 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 367 $37.5K 0.03% -236 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 333 $34K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 324 $33.1K 0.02% +132 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 323 $33K 0.01% +26 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 310 $31.7K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 302 $30.8K <0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 300 $30.7K <0.01% new 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 277 $28.3K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 277 $28.3K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 266 $27.2K <0.01% -4 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 263 $26.9K <0.01% +88 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 262 $26.8K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 250 $25.6K <0.01% 0 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 233 $23.8K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 209 $21.4K <0.01% +184 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 206 $21.1K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 200 $20.4K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 200 $20.4K <0.01% +46 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 194 $19.8K <0.01% -2 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 193 $19.7K <0.01% +80 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 190 $19.4K <0.01% -5 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 174 $18K 0.01% +17 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 175 $17.9K 0.01% -10 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 171 $17.5K 0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 173 $17.2K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 161 $16.5K <0.01% +69 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 150 $15.3K <0.01% +10 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 147 $15K 0.01% +32 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 151 $15K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 143 $14.6K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 139 $14.2K <0.01% -180 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 137 $14K <0.01% +22 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 126 $12.9K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 113 $11.6K 0.01% -33 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 110 $11.2K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 106 $10.8K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 99 $10.1K <0.01% +9 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 99 $10.1K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 97 $9.92K <0.01% +32 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 97 $9.92K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 94 $9.61K <0.01% +38 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 92 $9.41K <0.01% +8 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 92 $9.41K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 91 $9.28K <0.01% +9 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 87 $8.9K <0.01% -51 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 86 $8.79K <0.01% -284 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 83 $8.49K <0.01% 0 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 82 $8.38K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 79 $8.08K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 77 $7.87K <0.01% -2,572 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 74 $7.57K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 73 $7.46K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 70 $7.16K <0.01% -109 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 70 $7.16K <0.01% -128 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 64 $7K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 68 $6.95K <0.01% -150 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 66 $6.75K <0.01% +35 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 62 $6.34K <0.01% +55 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 62 $6.34K 0.01% +7 13F-HR/A Timeline S&T Bank/PA More: the full row for S&T Bank/PA 61 $6.24K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 61 $6.24K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 60 $6.13K <0.01% -8 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 58 $5.93K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 56 $5.73K <0.01% +44 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 55 $5.63K <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 55 $5.62K <0.01% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 49 $5.01K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 49 $5.01K <0.01% -5 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 49 $5.01K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 48 $4.91K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 47 $4.81K <0.01% -19 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 47 $4.81K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 46 $4.7K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 45 $4.6K <0.01% -1 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 46 $4.42K <0.01% +33 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 42 $4.28K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 41 $4.19K <0.01% +4 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 40 $4.09K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 38 $3.89K <0.01% +12 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 38 $3.89K <0.01% -21 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 36 $3.68K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 35 $3.58K <0.01% +8 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 35 $3.58K <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 34 $3.48K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 33 $3.37K <0.01% +1 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 32 $3.27K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 30 $3.07K <0.01% -9 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 36 $3K <0.01% +22 13F-HR Timeline