Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 3,700 $353K 0.02% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3,693 $352K 0.07% +1,772 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,659 $349K <0.01% -57 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,647 $348K <0.01% 0 13F-HR Timeline Group Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,525 $344K 0.03% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 3,585 $342K 0.08% +2,944 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,520 $336K <0.01% +1,520 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 3,483 $332K 0.01% +460 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,428 $327K 0.01% -90 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,383 $323K 0.01% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,366 $321K <0.01% 13F-HR Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 3,340 $318K -2,650 Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 3,302 $315K 0.15% -6,542 13F-HR Timeline Group SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 3,298 $314K 0.01% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,217 $307K 0.01% -93 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,216 $307K <0.01% -4 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 3,207 $306K 0.11% 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,149 $300K <0.01% 0 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,128 $298K 0.01% +129 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,973 $283K <0.01% +441 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 2,970 $283K 0.03% -1,121 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,887 $280K <0.01% -1,350 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,910 $277K <0.01% -78 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 2,883 $275K 0.06% +8 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,862 $273K 0.01% -1,583 13F-HR Timeline OSSIAM More: the full row for OSSIAM 2,843 $271K 0.01% +723 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,806 $267K 0.01% -225 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 2,800 $267K 0.04% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,766 $264K 0.03% -7,692 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 2,663 $254K <0.01% -626 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,615 $249K 0.02% new 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 2,613 $249K 0.14% 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 2,528 $241K 0.15% 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 2,522 $240K 0.26% 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 2,516 $240K 0.62% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,510 $239K 0.01% +247 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,497 $238K <0.01% -131 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,470 $235K <0.01% new 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 2,461 $235K -12,289 Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,454 $234K <0.01% +84 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 2,441 $233K <0.01% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,431 $232K <0.01% -70 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,418 $231K 0.01% new 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 2,387 $228K 0.05% 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,364 $225K 0.01% +609 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,314 $221K <0.01% +179 13F-HR Timeline UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 2,300 $219K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,289 $218K 0.02% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,272 $217K 0.01% -322 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 2,251 $215K 0.01% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,241 $214K 0.02% -5 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,235 $213K 0.02% 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,236 $213K <0.01% -145 13F-HR Timeline Group Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 2,226 $212K <0.01% -62 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 2,220 $212K 0.01% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,201 $210K 0.02% new 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 2,194 $209K 0.13% -10,344 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,182 $208K <0.01% -61 13F-HR Timeline Group Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,179 $208K 0.02% -4 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,168 $207K <0.01% +53 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 2,155 $205K 0.04% new 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 2,148 $205K 0.01% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,147 $205K <0.01% +158 13F-HR Timeline Group FORA Capital, LLC More: the full row for FORA Capital, LLC 7,743 $201K 0.02% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,089 $199K 0.05% +1,998 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 2,000 $195K 0.01% 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,026 $193K 0.01% -673 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,820 $176K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,809 $172K 0.01% -468 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,731 $165K <0.01% -415 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,682 $160K <0.01% -361 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,658 $158K <0.01% +366 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 1,649 $157K 0.08% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,627 $155K 0.01% -196 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,609 $153K <0.01% +101 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,552 $148K 0.02% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,507 $144K <0.01% new 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1,500 $143K 0.2% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,499 $143K 0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,394 $133K <0.01% -502 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 1,369 $131K 0.03% +60 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,176 $112K 0.05% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,089 $104K <0.01% +119 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,031 $98.3K 0.01% -397 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,024 $97.6K 0.02% +213 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,023 $97.5K <0.01% +72 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 997 $95K 0.04% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 953 $91K <0.01% -455 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 927 $88.4K 0.02% +159 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 867 $82.7K 0.03% +74 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 830 $79.1K <0.01% +96 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 800 $76.3K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 783 $74.6K <0.01% -184 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 769 $73.3K <0.01% -5,845 13F-HR Timeline Group Torren Management, LLC More: the full row for Torren Management, LLC 750 $71.5K 0.04% 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 701 $66.8K -4,122 Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 685 $65.3K <0.01% -477 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 628 $59.9K <0.01% +17 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 600 $57.2K 0.01% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 600 $57.2K <0.01% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 599 $57.1K 0.01% +2 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 600 $57K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 576 $55.8K <0.01% -23 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 567 $54.1K <0.01% +41 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 555 $52.9K <0.01% -312 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 534 $51K <0.01% -75 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 511 $48.7K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 500 $47.7K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 487 $46.4K 0.02% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 446 $42.5K <0.01% -39 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 419 $39.9K <0.01% +114 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 416 $39.7K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 400 $38.1K <0.01% -400 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 400 $38.1K <0.01% -800 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 400 $38.1K 0.01% 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 399 $38K 0.01% -4 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 384 $36.6K <0.01% -605 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 363 $34.6K <0.01% +1 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 362 $34.5K <0.01% +204 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 352 $33.6K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 330 $31.5K 0.02% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 315 $30K <0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 314 $29.9K <0.01% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 304 $29K <0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 289 $27.6K <0.01% -29 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 283 $27K <0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 280 $26.7K 0.01% +130 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 276 $26.3K <0.01% 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 260 $24K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 241 $23K <0.01% +21 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 230 $21.9K <0.01% -67 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 222 $21.2K <0.01% -126 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 218 $20.8K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 217 $20.7K <0.01% +172 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 214 $20.4K <0.01% +14 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 200 $19.1K <0.01% 0 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 190 $18.1K 0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 190 $18K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 186 $17.7K <0.01% +69 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 186 $17.7K 0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 186 $17.7K <0.01% -121 13F-HR Timeline Group Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 173 $16.8K <0.01% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 170 $16.2K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 175 $16K 0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 158 $15.1K <0.01% new 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 147 $15K <0.01% 0 13F-HR/A Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 147 $14K 0.01% -147 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 149 $14K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 149 $14K 0.01% -316 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 144 $14K <0.01% +7 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 145 $13.8K <0.01% 0 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 119 $12.8K <0.01% 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 131 $12.5K <0.01% new 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 124 $11.8K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 123 $11.7K <0.01% -11 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 122 $11.6K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 117 $11.2K <0.01% 0 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 115 $11K <0.01% -182 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 113 $10.8K <0.01% -78 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 112 $10.7K <0.01% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 100 $9.82K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 100 $9.53K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 93 $9.01K 0.07% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 94 $8.92K <0.01% 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 92 $8.77K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 76 $7.25K <0.01% +61 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 75 $7.15K <0.01% -15 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 70 $6.85K <0.01% -480 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 69 $6.58K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 68 $6.48K <0.01% +54 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 68 $6.48K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 64 $6.39K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 67 $6.39K <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 64 $6.1K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 59 $5.62K <0.01% +11 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 59 $5.62K <0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 55 $5.24K <0.01% -85 13F-HR Timeline BAYBAN More: the full row for BAYBAN 54 $5.15K <0.01% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 52 $4.96K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 52 $4.96K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 51 $4.86K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 50 $4.77K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 50 $4.77K <0.01% 0 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 46 $4.38K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 45 $4.29K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 45 $4.29K <0.01% +6 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 44 $4.2K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 42 $4K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 41 $3.91K <0.01% 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 35 $3.34K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 35 $3.34K <0.01% +7 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 31 $2.96K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 31 $2.96K <0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 30 $2.85K <0.01% -32 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 28 $2.67K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 26 $2.48K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 25 $2.38K <0.01% -80 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 20 $1.91K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 20 $1.91K <0.01% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 17 $1.62K <0.01% 0 13F-HR Timeline