Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,744 $318K 0.01% +1,301 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,841 $317K 0.04% +359 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 5,836 $317K 0.07% +552 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 5,835 $317K 0.07% -17,900 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,823 $317K 0.03% -955 13F-HR/A Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,803 $315K 0.03% +330 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 5,790 $315K 0.04% -179,253 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 5,770 $313K 0.06% new 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 5,645 $307K 0.14% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,632 $306K 0.06% -65 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,571 $303K <0.01% +3 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 5,569 $303K 0.15% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,513 $300K 0.02% -1,239 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 5,503 $299K 0.12% -3,052 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5,487 $298K 0.04% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 5,463 $297K 0.04% +2,758 13F-HR Timeline DC Investments Management, LLC More: the full row for DC Investments Management, LLC 5,438 $295K 0.15% new 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 5,374 $292K 0.07% -34 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,357 $291K 0.01% -1,900 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 5,350 $291K 0.05% -40 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,264 $286K 0.01% +1,877 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,255 $286K 0.01% +221 13F-HR Timeline Group White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 5,254 $285K 0.26% -6,834 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,216 $283K 0.03% -481 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 5,210 $283K 0.27% new 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 5,190 $282K 0.01% +1,650 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,149 $280K 0.01% -169 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 5,140 $279K 0.21% +534 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 5,122 $278K 0.05% +596 13F-HR/A Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 5,108 $278K 0.28% +300 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 5,002 $272K 0.01% 0 13F-HR Timeline American Assets Investment Management, … in group American Assets Investment Ma… More: the full row for American Assets Investment Management, LLC 5,000 $272K 0.02% 0 13F-HR/A Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 4,984 $271K 0.02% -300 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 4,870 $269K 0.04% 0 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 4,936 $268K 0.07% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,878 $266K 0.03% +926 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,883 $265K 0.02% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,866 $264K 0.04% -1,545 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,730 $257K 0.03% -5 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 4,206 $253K <0.01% -522 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,637 $252K 0.07% -70 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,604 $250K 0.01% -567 13F-HR Timeline Group TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 4,600 $250K 0.04% new 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 4,587 $249K 0.1% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,184 $249K 0.01% +401 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 4,582 $249K 0.06% -45 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,577 $249K 0.01% +1,029 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 4,542 $247K <0.01% -41 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 4,490 $244K 0.16% +750 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,467 $243K 0.02% +1,551 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,461 $242K 0.01% -58 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,455 $242K <0.01% +364 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 4,387 $238K 0.09% +1,092 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 4,370 $237K 0.01% 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,360 $237K 0.01% +107 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,331 $235K 0.01% -319 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,323 $235K 0.01% -1,720 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,315 $234K 0.02% +312 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 4,300 $234K 0.11% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 2,750 $234K 0.21% 0 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 4,282 $233K 0.09% -290 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,276 $232K 0.03% -28 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 4,270 $232K 0.12% 0 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 4,254 $231K 0.17% -297 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 4,249 $231K 0.01% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,245 $231K 0.02% -229 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 4,212 $229K 0.02% -33 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,168 $226K 0.02% -2,700 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 4,162 $226K <0.01% 0 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 4,146 $225K 0.13% -582 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 4,098 $223K 0.23% -33 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 4,095 $222K 0.06% -54,859 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,087 $222K 0.04% +1,061 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 4,095 $222K 0.02% -30,200 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,070 $221K <0.01% +24 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,066 $221K 0.03% -5,280 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,048 $220K 0.02% 0 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 4,044 $220K 0.06% +1 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,020 $218K 0.02% +880 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 4,000 $217K 0.16% 0 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 3,970 $216K 0.1% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,964 $215K 0.02% -170 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 3,964 $215K 0.12% +1,356 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,948 $214K 0.01% -121 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,932 $214K 0.01% +1,542 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,913 $213K 0.02% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,910 $212K <0.01% +152 13F-HR/A Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 3,905 $212K <0.01% -785 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,903 $212K 0.01% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,884 $211K 0.01% -4,181 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,878 $211K 0.02% +225 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 3,870 $210K <0.01% -2,597 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 3,863 $210K 0.05% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,848 $209K <0.01% -259 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,570 $207K 0.01% -1,470 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,777 $205K <0.01% +6 13F-HR Timeline Group JBGlobal.com LLC More: the full row for JBGlobal.com LLC 3,729 $203K 0.21% -4,984 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,700 $201K 0.01% +185 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,696 $201K 0.01% +10 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,688 $200K 0.03% -45 13F-HR Timeline Impact Asset Management GmbH More: the full row for Impact Asset Management GmbH 3,684 $200K 0.08% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,447 $187K <0.01% +2,549 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,218 $185K <0.01% -178 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 3,400 $185K 0.09% new 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 3,334 $181K 0.09% -699 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 3,253 $177K 0.04% +949 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,167 $172K 0.02% +498 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,046 $165K 0.02% +2,009 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,007 $163K <0.01% -6,394 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 2,981 $162K -105 Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,960 $161K 0.03% +823 13F-HR Timeline OSSIAM More: the full row for OSSIAM 2,886 $157K <0.01% -4,511 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 2,802 $155K 0.02% +2,702 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,784 $151K 0.15% +45 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 2,750 $149K 0.12% +615 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 2,637 $143K 0.1% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,499 $136K <0.01% +131 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,479 $135K 0.09% -51 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,443 $133K 0.01% -50 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,398 $133K 0.01% +28 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,429 $132K 0.01% +282 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,365 $128K <0.01% -1,608 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,262 $125K 0.04% -38 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,275 $123K <0.01% -16,624 13F-HR Timeline Group Laurion Capital Management LP More: the full row for Laurion Capital Management LP 2,158 $117K 0.01% -92,842 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,139 $116K <0.01% +3 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,136 $116K <0.01% +444 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,056 $112K 0.02% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,987 $108K <0.01% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,983 $108K <0.01% -58 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,965 $107K 0.02% -361 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,877 $102K <0.01% -18 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,874 $102K 0.01% -49 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,854 $101K <0.01% -506 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 1,664 $90.4K 0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,587 $86.2K <0.01% -60 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,580 $85.8K 0.02% -110 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 1,563 $84.9K 0.08% +17 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,523 $82.7K <0.01% -1,870 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,511 $82.1K 0.02% -150 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,425 $77.4K 0.03% -100 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,423 $77.3K 0.02% -550 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,393 $75.7K 0.06% -87 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,317 $71.6K 0.01% +231 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,313 $71.3K 0.01% -1,670 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 1,300 $70.6K 0.07% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,275 $69.3K <0.01% -11,619 13F-HR Timeline Group S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 1,264 $68.7K 0.01% 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,252 $68K <0.01% 0 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 1,250 $68K 0.04% +900 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,251 $68K <0.01% -2,590 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,165 $63.3K 0.04% -2,350 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,149 $62K <0.01% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,129 $61.3K 0.03% -800 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,113 $60.5K 0.01% +50 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,091 $59.3K 0.01% -38 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 683 $58K 0.02% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,040 $57K <0.01% +226 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,049 $57K 0.03% -246 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,047 $56.9K <0.01% new 13F-HR Timeline CAZ INVESTMENTS LP in group CAZ INVESTMENTS LP More: the full row for CAZ INVESTMENTS LP 1,000 $54K 0.39% 0 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 925 $50.3K 0.01% -57 13F-HR Timeline City State Bank More: the full row for City State Bank 925 $50.3K 0.02% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 900 $49K 0.01% -274 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 815 $44.3K 0.01% +730 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 800 $43.5K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 790 $42.9K 0.01% -6,510 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 780 $42.4K 0.02% +50 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 777 $42.2K <0.01% -38 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 760 $41.3K <0.01% -322 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 759 $41.2K <0.01% -36 13F-HR Timeline CNB Bank More: the full row for CNB Bank 746 $40.5K 0.02% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 730 $39.7K 0.01% +71 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 713 $39K <0.01% 0 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 717 $39K <0.01% -379 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 690 $37.5K <0.01% +272 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 682 $37.1K <0.01% -239 13F-HR Timeline Group Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 679 $36.9K 0.02% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 668 $36.3K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 632 $34.3K 0.01% +21 13F-HR/A Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 631 $34.3K <0.01% -44 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 630 $34.2K <0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 627 $34.1K 0.03% -26 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 623 $33.8K <0.01% -63 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 600 $32.6K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 597 $32.4K 0.02% 0 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 579 $31.5K <0.01% 0 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 577 $31.3K 0.03% -463 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 544 $29.6K 0.01% +66 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 108 $29K 0.02% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 532 $28.9K <0.01% +177 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 505 $27.4K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 505 $27.4K <0.01% -313 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 480 $26.1K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 464 $25.2K <0.01% -56 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 461 $25K <0.01% +230 13F-HR Timeline Group Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 450 $24.4K 0.02% -58 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 450 $24K <0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 428 $23.2K <0.01% -8 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 426 $23.1K 0.01% 0 13F-HR Timeline