Resolute Advisors LLC More: the full row for Resolute Advisors LLC 810 $210K 0.05% +4 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 808 $210K 0.03% 0 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 775 $210K 0.05% new 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 803 $208K 0.02% -50 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 802 $208K 0.04% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 800 $208K 0.02% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 800 $208K <0.01% -332 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 774 $206K 0.08% -100 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 791 $205K 0.12% new 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 790 $205K 0.07% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 788 $205K <0.01% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 786 $204K 0.01% -536 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 786 $204K 0.09% -336 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 786 $204K <0.01% new 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 784 $203K 0.02% new 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 780 $202K 0.06% new 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 779 $202K 0.13% -100 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 778 $202K 0.04% new 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 774 $201K 0.13% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 764 $198K 0.03% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 731 $190K 0.02% +19 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 659 $176K 0.04% +37 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 674 $175K 0.01% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 670 $174K 0.01% -1,705 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 629 $163K 0.09% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 603 $156K 0.02% new 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 600 $156K 0.04% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 572 $148K 0.04% +237 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 564 $146K 0.06% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 558 $145K <0.01% -16 13F-HR Timeline Group Rice Partnership, LLC More: the full row for Rice Partnership, LLC 548 $142K 0.02% 0 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 517 $134K 0.04% -13 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 512 $133K 0.01% -750 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 511 $133K 0.04% +1 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 510 $132K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 509 $132K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Orion Capital Management LLC More: the full row for Orion Capital Management LLC 500 $130K 0.05% -740 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 494 $128K <0.01% -6 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 489 $127K 0.03% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 478 $124K <0.01% +158 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 470 $122K 0.06% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 470 $122K 0.06% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 462 $120K 0.03% +41 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 453 $118K 0.12% +321 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 450 $114K 0.01% -15 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 421 $112K 0.02% +105 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 426 $111K 0.08% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 418 $109K 0.02% +1 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 417 $108K 0.06% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 410 $106K 0.07% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 402 $104K 0.04% 0 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 398 $103K 0.07% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 390 $101K <0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 387 $100K 0.07% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 380 $98.6K 0.07% 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 376 $97.6K 0.03% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 376 $97.6K 0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 373 $96.8K 0.04% -600 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 260 $89.1K 0.01% -82 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 340 $88.3K 0.01% +51 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 340 $88.3K 0.02% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 329 $85.4K 0.07% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 327 $84.9K <0.01% -146 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 327 $84.9K 0.03% -25 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 327 $84.9K 0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 325 $84.4K 0.02% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 325 $84K 0.02% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 324 $84K 0.01% 0 13F-HR/A Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 319 $83K 0.04% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 319 $82.8K 0.02% -59 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 315 $81.8K <0.01% -214 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 308 $81.7K 0.05% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 313 $81.3K 0.02% +62 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 310 $80.5K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 308 $79.9K 0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 300 $77.9K 0.02% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 300 $77.9K 0.02% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 299 $77.6K 0.07% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 298 $77.4K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 285 $73.9K 0.01% +1 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 275 $71.4K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 275 $71.4K <0.01% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 260 $69K <0.01% 0 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 265 $68.8K 0.01% -220 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 261 $67.8K 0.03% +69 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 259 $67.2K 0.04% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 257 $66.7K 0.03% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 250 $64.9K 0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 248 $64.4K 0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 240 $62.3K 0.02% 0 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 240 $62.3K 0.03% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 238 $61.8K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 237 $61.4K 0.02% +1 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 225 $58.4K 0.04% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 214 $55.6K 0.02% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 198 $52.7K 0.03% +1 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 200 $51.9K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 200 $51.9K 0.01% new 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 200 $51.9K 0.04% new 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 193 $51.8K 0.06% new 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 198 $51.4K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 194 $50.4K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 178 $46.3K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 175 $45.4K <0.01% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 175 $45.1K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 169 $43.9K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 167 $43.4K <0.01% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 163 $42K <0.01% -4 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 160 $41.5K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 160 $41.5K 0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 157 $40.8K <0.01% +18 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 156 $40.5K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 155 $40.2K 0.04% -150 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 155 $40K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 153 $39.7K 0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 153 $39.7K 0.01% +1 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 152 $39.5K 0.02% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 152 $39.5K 0.01% +132 13F-HR Timeline Group Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 151 $39.2K 0.01% +91 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 150 $38.9K 0.03% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 144 $37.4K 0.03% -321 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 142 $36.9K 0.01% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 140 $36.3K <0.01% 0 13F-HR Timeline Group Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 140 $36.3K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 133 $34.5K 0.02% +20 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 132 $34.3K 0.03% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 130 $33.9K 0.03% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 128 $33.2K 0.01% -18 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 127 $33K <0.01% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 121 $31.4K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 118 $30.6K 0.01% +1 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 117 $30.4K <0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 115 $29.9K 0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 114 $29.6K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 112 $29.1K <0.01% -355 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 106 $27.5K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 100 $26K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 100 $26K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 90 $25.6K 0.04% 13F-HR/A Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 91 $23.6K 0.01% 0 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 83 $21.5K 0.01% -20 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 80 $20.8K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 80 $20.8K 0.01% new 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 75 $19.5K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 75 $19.5K <0.01% 0 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 75 $19.5K 0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 73 $19K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 72 $18.7K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 66 $17.1K 0.01% 0 13F-HR Timeline Group Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 65 $17K 0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 65 $16.9K <0.01% -169 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 64 $16.6K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 62 $16.1K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 57 $15.3K <0.01% -4 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 59 $15.3K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 56 $14.5K 0.01% 0 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 53 $13.8K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 52 $13.5K 0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 50 $13K 0.01% new 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 50 $13K 0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 47 $12.1K 0.01% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 46 $11.9K <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 45 $11.7K <0.01% 0 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 43 $11.2K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 42 $11K <0.01% -62 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 41 $10.6K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 40 $10.5K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 40 $10.4K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 40 $10.4K 0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 39 $10.1K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 38 $9.87K <0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 38 $9.87K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 37 $9.61K 0.01% -13 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 35 $9.09K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 36 $9K <0.01% -95 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 33 $8.6K 0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 30 $7.79K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 29 $7.53K <0.01% -30 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 29 $7.53K <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 29 $7.53K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 26 $6.63K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 25 $6.49K <0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 25 $6.49K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 25 $6.49K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 24 $6.23K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 24 $6.23K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 24 $6K <0.01% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 22 $5.71K <0.01% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 21 $5.46K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 20 $5.19K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 19 $4.95K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 18 $4.67K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 17 $4.41K <0.01% -29,644 13F-HR Timeline Group Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 16 $4.15K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 13 $3.38K <0.01% 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 12 $3.24K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 10 $2.65K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 8 $2.08K <0.01% -28 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 8 $2.07K <0.01% -4 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 5 $1.3K <0.01% new 13F-HR Timeline