NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 885 $319K 0.22% +2 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 876 $316K <0.01% +31 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 868 $313K 0.01% +39 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 867 $312K 0.03% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 860 $310K 0.02% +2 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 850 $306K 0.07% +26 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 850 $306K 0.2% new 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 848 $306K 0.02% 0 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 843 $304K 0.16% -134 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 840 $303K 0.07% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 840 $303K 0.01% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 839 $302K 0.02% -26 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 837 $302K 0.09% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 833 $300K <0.01% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 822 $296K 0.03% -179 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 815 $293K 0.03% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 809 $292K 0.01% +30 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 801 $289K 0.07% 0 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 800 $288K 0.06% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 795 $287K 0.01% -60 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 791 $285K <0.01% +1 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 785 $283K 0.19% 0 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 780 $281K 0.06% 0 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 778 $280K 0.04% 0 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 776 $280K 0.21% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 765 $276K <0.01% -54 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 753 $271K 0.02% 0 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 785 $271K 0.11% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 751 $271K 0.01% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 750 $270K 0.11% -68 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 750 $270K 0.07% -3 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 741 $267K <0.01% -120 13F-HR Timeline Group KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 732 $264K 0.22% -122 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 731 $263K 0.09% 0 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 725 $261K 0.1% 0 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 719 $259K 0.01% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 717 $258K 0.02% 0 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 705 $254K 0.02% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 695 $250K 0.01% +1 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 695 $250K <0.01% 0 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 694 $250K <0.01% -20 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 689 $248K <0.01% -89 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 688 $248K 0.15% -225 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 685 $247K 0.04% 0 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 683 $246K 0.2% -301 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 681 $245K 0.01% -620 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 680 $245K 0.22% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 678 $245K 0.01% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 678 $244K <0.01% new 13F-HR Timeline AMERICAN ASSET MANAGEMENT INC. More: the full row for AMERICAN ASSET MANAGEMENT INC. 675 $243K 0.2% +2 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 670 $241K 0.04% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 665 $240K 0.01% -55 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 664 $239K 0.01% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 662 $239K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 659 $237K 0.01% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 658 $237K <0.01% +2 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 650 $234K 0.01% -22 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 646 $233K 0.01% 0 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 646 $233K 0.12% new 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 643 $232K <0.01% new 13F-HR Timeline Group Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 642 $231K 0.07% +1 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 646 $230K 0.18% new 13F-HR Timeline SJBENEN ADVISORY, LLC More: the full row for SJBENEN ADVISORY, LLC 646 $229K 0.14% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 631 $227K 0.01% -50 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 630 $227K 0.06% new 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 630 $227K 0.01% new 13F-HR Timeline Group Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 625 $225K 0.07% new 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 625 $225K 0.19% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 623 $224K <0.01% -42 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 622 $224K 0.06% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 619 $223K 0.01% +594 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 618 $223K 0.04% new 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 610 $220K 0.01% -42 13F-HR Timeline Group PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 607 $219K 0.01% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 605 $218K <0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 602 $217K 0.03% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 600 $216K 0.06% new 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 600 $216K 0.01% new 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 600 $216K 0.11% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 584 $210K 0.01% new 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 581 $210K 0.03% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 581 $209K 0.01% +237 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 580 $209K 0.02% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 569 $205K <0.01% new 13F-HR Timeline Kachkovsky & Fisher, Inc. More: the full row for Kachkovsky & Fisher, Inc. 568 $205K 0.2% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 568 $205K 0.01% 0 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 568 $205K 0.05% new 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 566 $203K 0.03% 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 562 $203K 0.02% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 562 $203K 0.06% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 555 $200K 0.02% new 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 552 $195K 0.13% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 539 $194K 0.15% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 537 $194K 0.01% +128 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 520 $187K <0.01% +11 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 476 $172K <0.01% -47 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 475 $171K 0.05% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 432 $156K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 425 $151K <0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 406 $146K 0.05% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 377 $136K <0.01% -5 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 373 $134K <0.01% +76 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 370 $133K 0.03% 0 13F-HR/A Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 360 $130K <0.01% 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 360 $130K 0.03% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 327 $118K 0.04% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 326 $117K 0.07% -24 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 309 $110K <0.01% +150 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 300 $108K <0.01% +31 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 300 $108K <0.01% 0 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 296 $107K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 292 $105K <0.01% 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 288 $104K 0.05% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 286 $103K 0.04% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 280 $101K <0.01% new 13F-HR/A Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 268 $96.6K 0.06% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 260 $93.7K <0.01% -40 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 260 $93.7K 0.02% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 254 $91.5K 0.01% -20 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 252 $90.9K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 252 $90.8K 0.02% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 252 $90.8K 0.02% +1 13F-HR Timeline BAYBAN More: the full row for BAYBAN 250 $90.1K 0.07% 0 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 242 $87.2K +53 Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 237 $85.4K 0.01% +101 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 228 $82.2K 0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 218 $78.6K 0.01% +4 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 209 $75.1K 0.01% +1 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 208 $74K <0.01% +120 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 204 $73.5K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 194 $70K 0.02% +25 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 193 $69.6K 0.06% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 187 $67.4K 0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 183 $66K 0.04% -21 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 174 $62.7K 0.04% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 170 $61.3K <0.01% +56 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 167 $60K <0.01% +1 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 160 $57.7K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 154 $55.5K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 145 $52.3K <0.01% -154 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 144 $51.9K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 143 $51.5K <0.01% 0 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 140 $50K 0.01% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 138 $49.8K 0.04% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 138 $49.7K 0.02% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 133 $47.9K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 131 $47K 0.04% +1 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 130 $46.8K 0.02% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 128 $46.2K 0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 122 $44K 0.03% 0 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 122 $44K 0.02% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 119 $42.9K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 106 $38.3K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 106 $38.1K <0.01% +1 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 105 $37.8K <0.01% 0 13F-HR Timeline Group SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 102 $36.8K 0.02% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 102 $36.2K 0.02% +1 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 100 $36K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 100 $36K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 100 $36K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 97 $35.1K 0.13% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 95 $34K <0.01% 0 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 94 $33.9K <0.01% -17 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 92 $33.1K <0.01% -95 13F-HR Timeline Group Key Capital Management, INC More: the full row for Key Capital Management, INC 90 $32.4K 0.02% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 86 $31K <0.01% new 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 85 $30.5K 0.02% +1 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 82 $30K <0.01% 0 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 82 $29.6K <0.01% -1,870 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 80 $28.8K <0.01% -438 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 78 $28.1K <0.01% -1 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 76 $27.4K 0.01% +14 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 73 $26.3K 0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 72 $25.9K 0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 72 $25.9K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 72 $25.9K <0.01% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 68 $24.5K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 64 $23.1K <0.01% 0 13F-HR Timeline Group Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 61 $21.8K 0.01% +1 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 59 $21.2K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 56 $20.3K <0.01% +6 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 55 $19.8K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 53 $19K <0.01% -10 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 52 $18.7K <0.01% 0 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 50 $18K 0.02% 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 49 $17.7K <0.01% -452 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 47 $16.9K <0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 45 $16.2K <0.01% 0 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 44 $15.9K 0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 42 $15.1K 0.01% -42 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 37 $13.3K 0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 37 $13K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 32 $11.5K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 32 $11K <0.01% -46 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 30 $10.8K <0.01% new 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 30 $10.8K 0.01% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 29 $10.5K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 26 $9.43K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 26 $9.37K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 25 $9.01K <0.01% 0 13F-HR Timeline