Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,686 $321K 0.09% +757 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,685 $321K 0.01% +40 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,683 $321K 0.06% +504 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,682 $320K 0.06% +142 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,666 $318K 0.01% +540 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 2,640 $315K 0.01% new 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,622 $313K 0.3% -24 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,602 $311K 0.11% +583 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 2,571 $307K 0.13% +36 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,549 $305K 0.02% -837 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,547 $304K 0.04% new 13F-HR/A Timeline Impact Asset Management GmbH More: the full row for Impact Asset Management GmbH 2,533 $303K 0.12% 0 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 2,500 $299K <0.01% 0 13F-HR Timeline Group GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 2,464 $297K 0.01% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,470 $295K 0.03% -238 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 2,345 $289K 0.12% +42 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,400 $287K 0.09% +101 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 2,399 $287K <0.01% -8,166 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,398 $286K 0.02% -606 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,387 $285K 0.01% +179 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,387 $285K 0.01% +380 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,380 $284K 0.03% +467 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,344 $280K 0.12% new 13F-HR Timeline Group PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 2,341 $280K 0.1% +43 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,333 $279K <0.01% +716 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 2,324 $278K 0.25% -1,062 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,316 $277K 0.18% -2,161 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,299 $275K 0.01% -527 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,296 $274K 0.03% -253 13F-HR/A Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,291 $274K 0.02% +234 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 2,287 $273K 0.14% +6 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,282 $273K 0.02% +147 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,278 $272K 0.01% -30 13F-HR Timeline Group King Wealth Management Group More: the full row for King Wealth Management Group 2,263 $270K 0.04% +263 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 2,237 $267K 0.13% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,197 $262K <0.01% new 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 2,197 $262K 0.02% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,191 $262K 0.02% -161 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 2,171 $259K 0.26% +181 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,170 $259K 0.06% +856 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 2,158 $258K 0.01% 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,152 $257K 0.14% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,261 $255K 0.03% new 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 2,114 $253K 0.21% -2 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 2,107 $252K 0.12% -566 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,075 $248K 0.02% -35 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 2,073 $248K 0.02% +269 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,047 $245K 0.01% -339 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,023 $242K 0.01% +122 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,005 $240K 0.02% +244 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,004 $239K <0.01% +608 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,984 $237K 0.02% +83 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,975 $236K 0.02% +351 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 1,965 $235K 0.03% -149 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 1,946 $232K 0.12% new 13F-HR Timeline Group Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 1,945 $232K 0.05% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,930 $231K 0.05% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,915 $229K 0.09% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,909 $228K 0.01% -798 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,904 $227K 0.01% +349 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,901 $227K <0.01% +217 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,899 $227K 0.02% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,890 $226K 0.01% -2,556 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,864 $223K 0.01% 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 1,857 $222K 0.06% 0 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 1,830 $219K 0.03% -1,451 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,827 $218K 0.05% new 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 1,827 $218K 0.13% -188 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,825 $218K 0.27% -627 13F-HR/A Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 1,821 $218K 0.16% -400 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,820 $217K 0.23% +454 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. 1,814 $217K 0.03% new 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,806 $216K 0.05% +25 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 2,036 $215K 0.09% 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 1,780 $213K 0.09% 0 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 1,765 $211K 0.13% -16 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,757 $210K 0.13% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,750 $209K <0.01% new 13F-HR Timeline Group Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,746 $209K 0.03% -335 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,738 $208K 0.01% -1,513 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,720 $205K 0.01% +5 13F-HR/A Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,720 $205K 0.01% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,715 $205K 0.02% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,704 $204K 0.02% new 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 1,700 $203K 0.07% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,693 $202K 0.02% new 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 1,690 $202K 0.19% -1,523 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,685 $201K 0.1% new 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 1,681 $201K 0.01% -27 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,676 $200K 0.01% new 13F-HR/A Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,674 $200K <0.01% -101 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,634 $195K 0.06% +104 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,589 $192K 0.02% -593 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,582 $189K 0.01% 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,551 $185K 0.02% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,534 $183K 0.17% +524 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,524 $182K 0.05% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,474 $176K 0.01% +594 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,427 $170K 0.11% +1,051 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,382 $165K 0.02% +197 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,382 $165K <0.01% -269 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,310 $156K 0.16% -48 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,288 $154K 0.06% +359 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,250 $149K 0.09% +100 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,395 $148K 0.1% -417 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,236 $148K 0.01% +58 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,200 $143K <0.01% +314 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 1,194 $143K 0.07% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,173 $140K 0.01% +13 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,130 $135K 0.1% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,122 $134K 0.12% -5 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,070 $128K 0.04% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,044 $126K <0.01% -293 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,050 $125K 0.05% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,037 $124K 0.01% +56 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,036 $124K 0.02% +764 13F-HR Timeline Gladstone Capital Management LLP More: the full row for Gladstone Capital Management LLP 1,000 $119K 0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 950 $113K <0.01% +120 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 945 $113K <0.01% -99 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 932 $111K 0.01% +476 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 913 $109K -416 Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 911 $109K 0.01% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 910 $109K 0.07% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 909 $109K <0.01% +260 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 908 $108K 0.05% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 886 $106K 0.07% -35 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 819 $97.8K <0.01% -116 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Riverview Trust Co More: the full row for Riverview Trust Co 792 $94.6K 0.09% -9 13F-HR Timeline Canoe Financial LP More: the full row for Canoe Financial LP 790 $94.4K <0.01% new 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 736 $89.7K <0.01% +1 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 746 $89.1K <0.01% -1,742 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 738 $88.2K <0.01% +80 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 729 $87.1K 0.02% +145 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 694 $83K <0.01% +30 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 687 $81.3K 0.02% +627 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 647 $77.3K 0.06% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 638 $76.2K <0.01% +94 13F-HR/A Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 628 $75K 0.07% +192 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 623 $74.4K 0.03% -2,490 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 616 $73.6K 0.07% +9 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 603 $72K 0.01% -140 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 594 $70K 0.01% +7 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 574 $69K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 573 $68.5K <0.01% +219 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 566 $68K 0.05% -1,434 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 567 $67.7K <0.01% +72 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 552 $65.9K 0.01% +507 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 541 $64.6K <0.01% +117 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 529 $63.2K 0.01% -167 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 511 $62K 0.05% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 500 $59.7K 0.04% +258 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 500 $59.7K 0.01% 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 483 $57.7K 0.02% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 465 $55.5K 0.01% -401 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 460 $55K 0.04% 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 450 $53.8K 0.02% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 443 $52.9K 0.07% +33 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 442 $52.8K 0.04% -53 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 426 $50.9K 0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 419 $50.1K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 404 $48.3K 0.01% -1 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 403 $48.1K <0.01% -35 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 403 $48.1K 0.01% +24 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 400 $47.8K 0.01% -150 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 379 $45.3K <0.01% -15,094 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 379 $45.3K 0.02% +91 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 377 $45K 0.01% -150 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 363 $43.4K 0.01% new 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 339 $40.5K 0.01% -409 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 334 $39.9K <0.01% -8 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 329 $39.3K <0.01% -1,018 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 319 $38.1K 0.02% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 305 $36K <0.01% +64 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 294 $35.1K <0.01% +201 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 283 $33.8K 0.01% +9 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 276 $33.6K 0.01% -113 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 281 $33.6K <0.01% 0 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 68 $31.5K 0.02% -269 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 260 $31.1K 0.02% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 257 $30.7K <0.01% +174 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 252 $30.1K 0.01% -110 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 250 $29.9K <0.01% +172 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 246 $29.4K <0.01% +106 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 240 $29K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 240 $28.7K 0.02% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 237 $28.3K <0.01% +72 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 229 $27.4K 0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 225 $26.9K 0.02% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 220 $26.3K 0.01% +35 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 225 $26K <0.01% -7 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 215 $25.7K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 212 $25.3K 0.01% +6 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 209 $25K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 207 $24.7K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 202 $24.1K 0.01% +103 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 202 $24.1K 0.02% +200 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 200 $23.9K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 200 $23.9K 0.02% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 200 $23.9K 0.02% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 199 $23.8K <0.01% +9 13F-HR/A Timeline