Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,367 $297K 0.02% +122 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 4,334 $294K -1,928 Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,315 $293K 0.01% -289 13F-HR Timeline Group Voleon Capital Management LP More: the full row for Voleon Capital Management LP 4,309 $293K 0.02% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,301 $292K <0.01% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,286 $291K 0.01% -2,342 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 4,282 $291K 0.1% 0 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 4,270 $290K 0.13% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,266 $290K 0.01% -6,334 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 4,259 $289K 0.09% -1,244 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 4,257 $289K 0.14% -1,608 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 4,249 $289K 0.01% 0 13F-HR/A Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 4,229 $287K 0.25% +131 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,193 $285K 0.01% +309 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,526 $285K 0.01% -44 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,171 $283K 0.04% -105 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 4,164 $283K 0.07% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,135 $281K 0.01% -49 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,112 $279K <0.01% +1,105 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,106 $279K 0.01% +158 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,048 $275K 0.02% 0 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 4,016 $273K 0.01% 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,016 $273K 0.03% -50 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 3,970 $270K 0.11% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,964 $269K 0.02% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,961 $269K <0.01% +743 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,955 $269K 0.01% -368 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 3,674 $268K 0.08% new 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 3,927 $267K <0.01% +22 13F-HR Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 3,922 $266K 0.1% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,915 $266K 0.09% -472 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,490 $266K 0.04% new 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 3,895 $265K 0.03% -104,459 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 3,894 $265K 0.01% -61,782 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,887 $264K <0.01% -2,128 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 3,541 $264K 0.18% 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 3,885 $264K 0.08% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,880 $264K 0.02% -288 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 3,849 $261K 0.22% -1,405 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,849 $261K <0.01% -606 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,845 $261K 0.05% -9,395 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 3,844 $261K <0.01% -26 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 3,842 $260K <0.01% -7,220 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,768 $256K 0.01% -105,339 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,753 $255K 0.04% +65 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,740 $254K 0.02% -990 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,729 $253K 0.01% -1,420 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,716 $252K 0.02% -2,107 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 3,692 $251K 0.08% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,662 $249K 0.01% +1,297 13F-HR/A Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 3,608 $245K 0.16% +3,011 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 3,598 $244K 0.01% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,594 $244K 0.01% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,545 $241K 0.02% -368 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,539 $240K 0.01% +92 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,515 $239K 0.01% +3,163 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 3,515 $239K 0.05% new 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 3,509 $238K 0.06% -2,922 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,450 $234K 0.02% new 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 3,450 $234K 0.08% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,446 $234K 0.01% -250 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,400 $231K 0.04% +1,344 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 3,365 $229K 0.19% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,347 $227K 0.01% 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,891 $226K 0.02% new 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 3,298 $224K <0.01% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,286 $223K 0.02% -592 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,253 $221K <0.01% -27,329 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,249 $221K 0.01% -1,634 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,235 $220K 0.1% -7,632 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 3,204 $218K 0.04% new 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 3,200 $217K 0.03% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 3,164 $216K <0.01% new 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,169 $215K 0.02% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,121 $212K 0.01% +622 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 3,103 $211K 0.15% -22,133 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,096 $210K 0.02% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,094 $210K 0.07% new 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,092 $210K 0.02% new 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,092 $210K 0.04% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,075 $209K 0.05% new 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,065 $208K 0.06% new 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 3,065 $208K 0.05% -7,800 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 3,066 $208K 0.24% -11,917 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,056 $208K 0.01% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,046 $207K 0.02% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,041 $207K 0.02% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,035 $206K 0.02% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,017 $205K 0.02% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,000 $204K <0.01% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,981 $202K <0.01% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,968 $202K 0.01% -935 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,952 $201K 0.11% new 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 2,952 $201K 0.15% -2,693 13F-HR Timeline OSSIAM More: the full row for OSSIAM 2,904 $197K <0.01% +18 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,543 $194K 0.16% -241 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 2,802 $190K 0.02% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 2,750 $187K 0.15% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,679 $182K 0.01% -3,334 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,661 $181K 0.01% +218 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,633 $179K 0.01% +204 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,613 $177K 0.02% -347 13F-HR/A Timeline CAZ INVESTMENTS LP in group CAZ INVESTMENTS LP More: the full row for CAZ INVESTMENTS LP 2,600 $177K 1% +1,600 13F-HR Timeline Group Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 2,508 $170K 0.13% -242 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 2,457 $167K 0.07% -877 13F-HR/A Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,371 $161K 0.03% +860 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 2,369 $161K 0.07% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,300 $156K 0.05% +38 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,238 $152K 0.09% -241 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,063 $140K <0.01% +1,381 13F-HR Timeline Group Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 2,022 $137K 0.08% -6,200 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,955 $133K <0.01% -32 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,822 $124K 0.01% -52 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,753 $119K 0.02% +330 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,711 $116K <0.01% +562 13F-HR/A Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,650 $112K <0.01% -489 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,632 $111K 0.01% +817 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,505 $102K 0.02% +1,201 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,415 $96.1K 0.02% -165 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 1,414 $96.1K 0.08% -149 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,406 $95.5K <0.01% -181 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,387 $94.2K 0.01% +74 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 1,348 $91.6K 0.01% +84 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,325 $90K 0.01% -640 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,252 $85K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,251 $85K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,235 $82.3K 0.01% -1,163 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,199 $81.4K <0.01% -324 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,179 $80.1K <0.01% -96 13F-HR Timeline Group Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,153 $78.3K 0.03% -272 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,134 $77K <0.01% -5,041 13F-HR/A Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,129 $76.7K 0.03% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,123 $76.3K <0.01% -754 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,097 $74.5K 0.01% +6 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,096 $74.5K 0.01% -17 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,095 $74.4K <0.01% +405 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,068 $72.5K <0.01% +445 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,049 $71.3K <0.01% new 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,047 $71.1K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 949 $64.5K 0.03% -100 13F-HR Timeline City State Bank More: the full row for City State Bank 925 $62.8K 0.02% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 903 $61K 0.01% +3 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 895 $61K <0.01% -145 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 858 $58.3K <0.01% new 13F-HR/A Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 826 $56.1K 0.01% +818 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 825 $56K 0.03% -340 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 806 $54.8K <0.01% +29 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 800 $54.3K 0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 784 $53.3K <0.01% -398,528 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 759 $51.6K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 746 $50.7K 0.02% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 731 $49.7K 0.01% +99 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 713 $48K <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 693 $47.1K <0.01% +62 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 679 $46.1K 0.03% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 674 $45.8K 0.01% +6 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 672 $45.6K <0.01% +254 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 632 $42.9K 0.01% -51 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 630 $42.8K <0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 627 $42.6K 0.03% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 600 $40.8K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 597 $40.6K <0.01% -720 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 579 $39.3K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 554 $37.6K <0.01% -206 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 503 $34.2K <0.01% -1,480 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 480 $32.6K 0.02% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 460 $31.2K <0.01% -330 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 450 $31K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 452 $30.7K <0.01% +108 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 450 $30.6K 0.02% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 445 $30.2K <0.01% +400 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 437 $29.7K <0.01% -280 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 430 $29.2K <0.01% -31 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 429 $29.1K 0.01% +3 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 400 $28.7K <0.01% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 404 $27.4K 0.02% -989 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 400 $27.2K <0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 395 $26.8K 0.02% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 389 $26.4K 0.02% 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 383 $26K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 350 $23.8K 0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 350 $23.8K 0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 345 $23.4K <0.01% -160 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 340 $23K 0.01% 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 332 $22.6K <0.01% -132 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 325 $22.1K 0.01% -600 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 310 $21.1K <0.01% +16 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 306 $20.8K <0.01% +19 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 302 $20.5K 0.02% -6 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 300 $20.4K <0.01% 0 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 300 $20.4K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 300 $20.4K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 300 $20.4K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 300 $20.4K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 304 $20K <0.01% -1 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 282 $19.2K <0.01% +82 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 276 $18.7K 0.01% -100 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 273 $18.5K <0.01% -18 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 264 $17.9K 0.01% +180 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 246 $16.7K <0.01% 0 13F-HR Timeline