NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 57,849 $107K <0.01% +11,037 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 57,769 $107K 0.04% +2,585 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 57,690 $107K <0.01% -52,852 13F-HR/A Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 55,500 $103K 0.04% -25,600 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 51,290 $101K <0.01% +3,015 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 53,327 $98.7K 0.02% +15,627 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 53,292 $98.6K <0.01% new 13F-HR/A Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 53,030 $98.1K <0.01% new 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 52,134 $96.4K <0.01% -8,688 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 51,659 $95.6K <0.01% +22,925 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 48,092 $89K <0.01% -5,921 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 47,303 $87.5K <0.01% +2,508 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 46,987 $86.9K <0.01% -31,617 13F-HR Timeline Group AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 46,755 $86K 0.04% +20,575 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 45,355 $83.9K 0.05% +21,420 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 44,191 $81.8K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 43,797 $81K <0.01% +2,300 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 42,874 $79.3K <0.01% -28,520 13F-HR Timeline Group Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 42,000 $77.7K 0.01% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 41,244 $76.3K 0.01% +6,374 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 40,886 $75.6K <0.01% -8,206 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 40,204 $74.4K <0.01% +17,188 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 39,397 $72.9K <0.01% new 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 39,308 $72.7K <0.01% -369 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 34,878 $71.2K <0.01% new 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 38,617 $71K 0.01% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 36,835 $68.1K <0.01% new 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 36,618 $67.7K 0.02% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 36,125 $66.8K 0.01% -1,471 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 35,576 $65.8K 0.01% +4,960 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 35,000 $64.8K 0.01% +5,800 13F-HR/A Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 34,858 $64.5K <0.01% -3,176 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 34,678 $64.2K <0.01% +22,531 13F-HR Timeline Group ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 34,480 $63.8K 0.02% +7,635 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 33,635 $62.2K <0.01% +8,547 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 33,061 $61.2K 0.01% +11,438 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 32,603 $60.3K 0.04% 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 32,315 $59.8K new Timeline Riverview Trust Co More: the full row for Riverview Trust Co 31,548 $58.4K 0.05% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 31,508 $58.3K 0.01% -11,168 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 30,345 $56.1K <0.01% +1,917 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 30,339 $56.1K 0.04% -1,186 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 30,150 $55.8K 0.01% 0 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 30,009 $55.5K +11,589 Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 29,483 $54.5K <0.01% +19,325 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 29,231 $54.1K 0.01% 0 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 28,404 $52.5K <0.01% +11,175 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 28,233 $52.2K <0.01% -12,958 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 28,199 $52.2K <0.01% +2,869 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 28,000 $51.8K <0.01% +13,000 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 27,791 $51K <0.01% -626 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 27,465 $50.8K 0.01% +909 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 27,415 $50.7K <0.01% -671,394 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 26,425 $48.9K 0.05% 13F-HR/A Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 26,156 $48.4K <0.01% 0 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 26,075 $48.2K <0.01% 0 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 25,815 $47.8K <0.01% -11,136 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 26,190 $47.1K <0.01% +2,826 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 25,035 $46.3K <0.01% new 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 25,000 $46.2K <0.01% new 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 24,634 $45.6K 0.01% +9,120 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 24,604 $45.5K <0.01% +12,660 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 24,120 $44.6K <0.01% 0 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 23,207 $42.9K <0.01% -37,862 13F-HR Timeline Group Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 23,056 $42.7K 0.02% -30,681 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 22,174 $41K <0.01% +2,947 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 21,540 $39.8K 0.01% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 21,337 $39.6K <0.01% -3,428 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 21,234 $39.3K 0.01% +1,184 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 20,005 $39.2K 0.01% -12,495 13F-HR Timeline Group Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 20,810 $38.5K <0.01% +5,993 13F-HR/A Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 20,669 $38.2K <0.01% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 20,360 $38K <0.01% -8,373 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 20,470 $37.9K 0.03% 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 19,448 $35.8K 0.01% 0 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 19,301 $35.7K <0.01% +4,801 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 19,165 $35.5K 0.01% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 18,994 $35.1K <0.01% new 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 18,848 $34.9K <0.01% 0 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 18,576 $34.4K 0.02% +2,382 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 18,555 $34.3K 0.01% +3,857 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 18,165 $34K <0.01% +2,641 13F-HR Timeline Group PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 17,935 $33.2K 0.01% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 17,750 $32.8K <0.01% +4,130 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 17,343 $32.1K 0.02% +454 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 17,230 $31.9K <0.01% 0 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 17,160 $31.7K <0.01% -525 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 17,084 $31.6K <0.01% +5,798 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 16,958 $31.4K <0.01% +3,071 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 16,484 $30.5K <0.01% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 16,464 $30.5K <0.01% +74 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 16,319 $30.2K <0.01% -3,381 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 16,300 $30.2K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 16,265 $30.1K <0.01% -2,059 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BSW Wealth Partners More: the full row for BSW Wealth Partners 16,088 $29.8K <0.01% +2,526 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 16,088 $29.8K <0.01% +2,600 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 15,000 $29.4K <0.01% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 15,658 $29K <0.01% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 14,756 $28.7K <0.01% -187,888 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 15,258 $28.2K 0.02% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 15,237 $28.2K <0.01% -14,348 13F-HR Timeline INVESTMENT MANAGEMENT ASSOCIATES INC /A… More: the full row for INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 15,000 $27.8K 0.01% 0 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 15,000 $27.8K 0.02% 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 14,904 $27.6K 0.01% -18,438 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 14,616 $27K 0.01% -1,972 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 14,066 $26K <0.01% +252 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 14,107 $25.7K <0.01% +2,867 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 13,900 $25.4K 0.01% 0 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 13,569 $25.1K 0.02% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 13,053 $24.1K <0.01% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 12,933 $23.9K 0.02% +1,038 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 12,840 $23.8K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 12,930 $23.7K <0.01% -18,619 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 12,384 $22.9K 0.01% -5,370 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 12,334 $22.8K <0.01% +734 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,202 $22.6K <0.01% -8,850 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 11,548 $21.4K <0.01% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 11,526 $21.3K 0.01% -14,755 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 11,433 $21.2K <0.01% 0 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 10,700 $19.8K <0.01% -1,332 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 11,087 $19.7K <0.01% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 10,643 $19.7K <0.01% new 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 10,596 $19.6K <0.01% -16,671 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 10,576 $19.6K <0.01% -6,379 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 10,563 $19.5K <0.01% +520 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 10,042 $19.5K <0.01% -22,574 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 10,525 $19.5K 0.01% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 10,505 $19.4K <0.01% new 13F-HR Timeline Group Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 10,500 $19.4K <0.01% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 10,388 $19.2K <0.01% -8,567 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 10,237 $18.9K 0.02% -1,100 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 10,066 $18.6K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 10,057 $18.5K <0.01% -843 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 10,000 $18.5K <0.01% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 10,000 $18.5K <0.01% 0 13F-HR/A Timeline Group Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 10,000 $18.5K 0.01% 0 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 8,000 $14.8K 0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 7,850 $14.5K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,839 $12.7K <0.01% -29,933 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 5,012 $12K 0.01% 0 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 5,104 $9.44K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,583 $8.95K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,200 $8.23K <0.01% +200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,442 $8.22K <0.01% -3,141 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,166 $7.71K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,021 $7.44K <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 4,128 $7.43K <0.01% +311 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,826 $7.08K <0.01% +2,931 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,800 $7.03K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,466 $6.41K <0.01% -500 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,351 $6.2K <0.01% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,587 $5.07K <0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,719 $5.03K <0.01% +2,180 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,638 $4.88K <0.01% +1 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,629 $4.86K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,555 $4.73K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,935 $3.58K <0.01% -1,680 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,802 $3.33K <0.01% -1,837 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,738 $3.21K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,560 $2.89K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,448 $2.68K <0.01% +133 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,435 $2.65K <0.01% -19,005 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 1,378 $2.55K <0.01% 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,265 $2.34K <0.01% -51,360 13F-HR/A Timeline Group WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 1,226 $2.27K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,199 $2.22K <0.01% -1,123 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,017 $1.88K <0.01% 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,000 $1.85K <0.01% -1,000 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 995 $1.84K <0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,000 $1.79K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 772 $1.42K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 755 $1.4K <0.01% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 746 $1.38K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 745 $1.38K <0.01% +173 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 662 $1.23K <0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 648 $1.2K <0.01% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 621 $1.15K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 600 $1.11K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 556 $1.03K <0.01% +555 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 505 $935 <0.01% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 500 $925 <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 389 $720 <0.01% 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 283 $524 <0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 234 $458 <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 247 $457 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 193 $357 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 164 $304 0.03% -166,201 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 151 $280 <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. 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