VeraBank, N.A. More: the full row for VeraBank, N.A. 1,989 $235K 0.04% -537 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,989 $235K 0.05% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,984 $235K 0.01% +98 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 1,967 $233K 0.01% new 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 1,946 $230K 0.21% +3 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,945 $230K 0.02% +934 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 1,942 $230K 0.16% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,941 $229K 0.04% +161 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 1,923 $227K 0.2% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,912 $226K 0.03% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,910 $226K 0.01% -138 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,902 $225K <0.01% -52 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 2,017 $224K 0.21% new 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 1,886 $223K 0.45% -4,358 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,885 $223K 0.02% -74 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,883 $223K 0.05% -305 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 1,871 $221K 0.04% +2 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,859 $220K 0.02% -180 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,847 $218K 0.12% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,835 $217K 0.01% -38 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,834 $217K <0.01% -442 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,828 $216K 0.03% +131 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,824 $216K 0.01% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,823 $215K 0.08% 0 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,823 $215K 0.19% -81 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,821 $215K 0.01% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,812 $214K 0.01% -5,780 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 1,800 $213K 0.04% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,824 $213K 0.01% -1,591 13F-HR Timeline JGP Global Gestao de Recursos Ltda. More: the full row for JGP Global Gestao de Recursos Ltda. 1,796 $212K 0.95% +9 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,793 $212K 0.03% -102 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,787 $211K 0.02% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,782 $211K <0.01% -416 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,766 $209K 0.12% -485 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 1,765 $209K <0.01% -87 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,761 $208K <0.01% -368 13F-HR/A Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,755 $207K 0.02% +53 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,751 $207K 0.01% -65 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,750 $207K 0.01% +32 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,747 $207K <0.01% +125 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 1,743 $206K 0.03% 0 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 1,739 $206K 0.08% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,730 $205K 0.02% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,728 $204K 0.01% new 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 1,728 $204K 0.07% +7 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 1,727 $204K 0.02% -602 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,727 $204K <0.01% -251 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,721 $204K 0.05% -500 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 1,719 $203K 0.03% 0 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 1,717 $203K <0.01% 0 13F-HR Timeline Group Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 1,700 $201K 0.06% -206 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,698 $201K 0.01% -85 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,697 $201K 0.03% -659 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,652 $195K <0.01% +51 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,630 $193K 0.01% +1,342 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,621 $192K 0.05% +96 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 1,579 $187K <0.01% -1,968 13F-HR Timeline Group Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 1,570 $186K <0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,568 $185K 0.03% +1,353 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,565 $185K 0.02% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,527 $180K 0.01% -3,546 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,497 $177K 0.01% -20 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,474 $174K 0.03% -178 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 1,449 $171K 0.16% +48 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,448 $171K 0.02% -1,783 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,427 $169K 0.06% -197 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,385 $164K 0.02% -72 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,374 $162K 0.01% +85 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 1,304 $154K <0.01% -1,555 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,228 $145K 0.07% -66 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 1,222 $144K 0.01% -15 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,216 $144K 0.03% +21 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,210 $142K 0.09% -101 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 1,200 $142K 0.09% 0 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 1,197 $141K 0.04% new 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 1,191 $141K 0.03% +858 13F-HR Timeline Group Arkos Global Advisors More: the full row for Arkos Global Advisors 1,179 $139K 0.02% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,152 $136K 0.01% -137 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,138 $135K 0.03% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,130 $134K 0.01% -1,139 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,093 $129K 0.02% +2 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 1,075 $127K 0.04% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,074 $127K 0.01% -70 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,034 $122K 0.01% -185 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 970 $119K 0.05% +15 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,005 $119K 0.01% -2 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,004 $119K 0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,000 $118K 0.06% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 969 $115K 0.01% -600 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 964 $114K 0.02% +3 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 958 $113K <0.01% -303 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 956 $113K 0.05% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 913 $108K 0.01% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 903 $107K <0.01% +548 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Sachetta, LLC More: the full row for Sachetta, LLC 845 $99.9K 0.05% -90 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 841 $99.4K 0.02% +693 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 840 $99.3K 0.03% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 835 $98.7K 0.08% 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 830 $98.1K 0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 796 $94.1K 0.01% -56 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 780 $92.2K <0.01% -5 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 778 $92K <0.01% -1,110 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 777 $91.8K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 775 $91.6K 0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 766 $90.5K 0.07% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 752 $88.9K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 728 $86.1K 0.03% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 711 $84K 0.05% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 684 $80.9K 0.01% -2 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 677 $80.1K 0.01% -644 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 670 $79.2K 0.01% +400 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 669 $78.9K 0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 659 $77.9K 0.02% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 656 $77.5K 0.03% +44 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 650 $76.8K 0.02% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 632 $74.7K 0.03% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 615 $72.7K 0.01% +91 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 610 $72.1K 0.05% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 605 $72K 0.05% -285 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 600 $70.9K 0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 595 $70.3K <0.01% -75 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 586 $69.3K <0.01% new 13F-HR/A Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 566 $67K 0.05% -5 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 533 $63K <0.01% -196 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 533 $63K 0.01% -4 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 531 $62.8K 0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 527 $62.3K <0.01% -1,085 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 521 $61.6K <0.01% new 13F-HR Timeline Group Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 520 $61.5K 0.03% 0 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 505 $59.7K 0.02% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 500 $59.1K <0.01% 0 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 500 $59.1K <0.01% -41 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 485 $57.3K 0.03% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 465 $55K 0.01% +322 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 436 $51.6K <0.01% -86 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 436 $51.5K <0.01% -226 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 430 $50.8K 0.03% +40 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 429 $50.7K 0.03% -205 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 418 $49.4K 0.02% +411 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 417 $49.3K 0.05% -433 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 417 $49.3K 0.02% +214 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 413 $48.9K <0.01% -138 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 407 $48.1K <0.01% +349 13F-HR Timeline City State Bank More: the full row for City State Bank 402 $47.5K 0.01% -32 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 391 $46.9K 0.01% +2 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 394 $46.6K 0.03% new 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 393 $46.5K 0.16% +208 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 383 $45.3K <0.01% -11,974 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 378 $44.7K 0.01% +364 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 375 $44.3K 0.02% +4 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 371 $43.9K 0.04% +170 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 362 $42.8K <0.01% +11 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 380 $42.8K 0.02% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 352 $41.6K 0.02% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 324 $38.3K 0.01% new 13F-HR/A Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 324 $38.3K 0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 319 $37K 0.01% +1 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 315 $37K 0.01% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 300 $36.6K <0.01% +150 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 304 $35.9K 0.01% +300 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 304 $35.9K 0.02% +2 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 302 $35.7K <0.01% +152 13F-HR Timeline Group Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 300 $35.5K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 297 $35.1K 0.03% -4 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 295 $34.9K 0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 285 $33.7K 0.01% +15 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 280 $33.1K <0.01% -49 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 276 $32.6K 0.01% +67 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 272 $32.2K 0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 272 $32.2K 0.01% 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 271 $32K 0.01% -98 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 271 $32K 0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 264 $31.2K 0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 264 $31.2K 0.01% -4 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 258 $30.6K <0.01% -215 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 258 $30.5K <0.01% -26 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 258 $30.5K <0.01% +103 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 394 $30.2K <0.01% -94 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 255 $30.1K <0.01% -2,096 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 257 $30K 0.02% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 250 $29.6K <0.01% -20 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 240 $28.4K <0.01% -183 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 234 $27.7K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 232 $27.4K <0.01% -969 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 225 $26.6K 0.01% -13 13F-HR/A Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 221 $26.1K 0.01% -1 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 225 $26K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 215 $25.4K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 212 $25.1K <0.01% -295 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 208 $25K <0.01% -10 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 205 $24.2K <0.01% +4 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 206 $24.1K 0.02% +2 13F-HR/A Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 204 $24.1K 0.02% -103 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 200 $23.6K 0.07% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 200 $23.6K 0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 200 $23.6K 0.01% +126 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 201 $23.5K <0.01% -5 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 197 $23.3K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 198 $23K <0.01% -21 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 188 $22.2K <0.01% +58 13F-HR Timeline