ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 899 $160K 0.05% -2 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 889 $158K <0.01% new 13F-HR Timeline Group Regatta Research & Money Management More: the full row for Regatta Research & Money Management 880 $156K 0.15% 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 874 $154K <0.01% +22 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 852 $151K 0.01% -64 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 824 $146K <0.01% +811 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 821 $146K 0.01% +421 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 800 $142K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 760 $135K 0.01% +42 13F-HR/A Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 750 $133K 0.02% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 740 $131K <0.01% +26 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 733 $130K 0.08% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 723 $128K <0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 681 $121K <0.01% 0 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 666 $118K 0.03% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 615 $109K 0.03% +38 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 589 $105K 0.06% +121 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 575 $102K <0.01% +311 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 575 $102K 0.01% -200 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 506 $89.8K 0.01% -3 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 444 $85.3K <0.01% +8 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 456 $80.9K <0.01% -7 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 438 $77.7K 0.01% -671 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 432 $76.7K 0.03% +424 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 431 $76.5K 0.02% -9 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 407 $72.2K 0.02% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 406 $72.1K 0.04% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 387 $71.4K <0.01% -185 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 387 $68.7K 0.05% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 377 $66.9K 0.01% -437 13F-HR Timeline Trust Co More: the full row for Trust Co 364 $64.6K 0.01% -29 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 362 $64K <0.01% -162 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 357 $63K 0.01% -13 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 351 $62.3K <0.01% +305 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 351 $62.3K 0.01% -139 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 347 $61.6K 0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 345 $61.2K 0.02% -5 13F-HR Timeline Group VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 338 $60K 0.01% new 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 321 $57K 0.02% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 294 $52.2K 0.01% -52 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 288 $51.1K <0.01% +58 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 273 $50.3K <0.01% +15 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 275 $48.8K 0.01% +3 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 270 $47.9K <0.01% +100 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 265 $47K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 258 $45.8K <0.01% +177 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 250 $44.4K 0.02% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 244 $43.3K 0.03% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 227 $40.3K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 227 $40.3K +2 Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 226 $40.1K <0.01% -4 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 226 $40.1K 0.01% +110 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 225 $39.9K 0.01% +88 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 213 $37.8K <0.01% -172 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 208 $36.9K 0.02% +190 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 205 $36.4K <0.01% +40 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 205 $36.4K <0.01% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 200 $35.5K 0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 195 $34.6K 0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 194 $34.4K 0.02% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 191 $33.9K <0.01% -11 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 191 $33.9K 0.02% +18 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 189 $33.3K <0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 181 $32K <0.01% -10 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 151 $32K <0.01% 13F-HR Timeline SMA Capital LLC More: the full row for SMA Capital LLC 176 $31.2K 0.01% +53 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 163 $30K <0.01% +100 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 167 $29.6K <0.01% +17 13F-HR/A Timeline Field & Main Bank More: the full row for Field & Main Bank 165 $29.3K 0.01% 0 13F-HR/A Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 164 $29.1K <0.01% new 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 162 $29K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 162 $28.8K <0.01% -69 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 155 $27.5K 0.01% +75 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 152 $27K <0.01% +23 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 150 $26.6K 0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 150 $26.6K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 138 $24.5K <0.01% +4 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 131 $23.2K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 120 $22.1K <0.01% -4 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 119 $21.1K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 118 $20.9K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 115 $20.4K <0.01% +28 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 113 $20.1K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 109 $19.3K <0.01% -66 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 109 $19.3K <0.01% -113 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 109 $19.3K 0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 100 $17.7K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 100 $17.7K <0.01% 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 100 $17.7K 0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 100 $17.7K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 100 $17.7K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 95 $16.9K <0.01% +44 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 87 $15.4K <0.01% -1 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 87 $15.4K <0.01% +2 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 82 $14.6K 0.01% +14 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 80 $14.2K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 80 $14.2K 0.02% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 80 $14.2K <0.01% +50 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 75 $13.3K <0.01% -225 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 75 $13.3K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 74 $13.1K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 74 $13.1K <0.01% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 70 $12.4K 0.01% 0 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 67 $11.9K 0.01% -1 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 62 $11K <0.01% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 60 $10.6K <0.01% new 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 60 $10.6K <0.01% -10,051 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 55 $9.76K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 55 $9.76K 0.01% +50 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 54 $9.58K <0.01% +14 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 53 $9.41K <0.01% +3 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 52 $9.23K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 51 $9.05K <0.01% +7 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 50 $8.87K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 50 $8.87K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 50 $8.87K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 50 $8.87K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 49 $8.7K <0.01% -304 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 47 $8.34K <0.01% +23 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 47 $8.34K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 47 $8.34K 0.01% +18 13F-HR/A Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 45 $7.99K <0.01% +20 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 41 $7.28K <0.01% -30 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 41 $7.28K <0.01% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 41 $7.28K <0.01% -19 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 40 $7.1K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 40 $7.1K <0.01% -16 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 36 $7K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 39 $6.92K <0.01% -34 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 39 $6.92K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 38 $6.74K <0.01% -13 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 36 $6.3K <0.01% -16 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 35 $6.21K <0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 35 $6.21K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 33 $5.86K <0.01% new 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 33 $5.86K <0.01% +5 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 33 $5.86K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 31 $5.5K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 30 $5.32K <0.01% +3 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 29 $5.15K <0.01% +15 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 30 $5K <0.01% -15 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 28 $4.97K <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 28 $4.97K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 28 $4.97K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 28 $4.97K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 27 $4.79K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 28 $4.79K <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 25 $4.44K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 25 $4.44K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 25 $4.44K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 24 $4.26K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 23 $4.08K <0.01% +2 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 22 $3.9K <0.01% +1 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 22 $3.9K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 21 $3.73K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 21 $3.73K <0.01% -3,558 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 20 $3.55K <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 20 $3.55K <0.01% -14 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 19 $3.37K <0.01% new 13F-HR Timeline Group Pier Capital, LLC More: the full row for Pier Capital, LLC 18 $3.19K <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 18 $3.19K <0.01% +5 13F-HR Timeline Security National Bank More: the full row for Security National Bank 17 $3.02K <0.01% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 17 $3.02K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 17 $3.02K <0.01% -38 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 17 $3.02K <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 14 $2.91K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 16 $2.84K <0.01% -49 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 16 $2.84K <0.01% -90 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 16 $2.84K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 15 $2.66K <0.01% -12 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 15 $2.66K <0.01% +1 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 15 $2.66K <0.01% -5 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 14 $2.48K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 14 $2.48K <0.01% +7 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 14 $2.48K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 14 $2.48K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 14 $2.48K <0.01% 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 13 $2.31K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 13 $2.31K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 12 $2.13K <0.01% +5 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 12 $2.13K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 12 $2.13K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 12 $2.13K <0.01% +8 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 11 $1.95K <0.01% new 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 11 $1.95K <0.01% 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 10 $1.77K <0.01% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 10 $1.77K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 10 $1.77K <0.01% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 10 $1.76K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 9 $1.6K <0.01% +1 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 9 $1.6K <0.01% +3 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 7 $1.24K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 7 $1.24K <0.01% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 7 $1.24K <0.01% 0 13F-HR Timeline Group Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 5 $1.17K <0.01% 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 6 $1.06K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $1.06K <0.01% -3 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $1.06K <0.01% +4 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5 $888 <0.01% -57 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 5 $888 <0.01% 0 13F-HR Timeline