OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 3,701 $532K 0.27% +52 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,670 $528K 0.05% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,652 $525K 0.01% new 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,637 $523K <0.01% new 13F-HR Timeline Group Quantbot Technologies LP More: the full row for Quantbot Technologies LP 3,617 $520K 0.02% -37,274 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 3,555 $511K <0.01% 13F-HR/A Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,503 $504K 0.01% -35 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 3,500 $503K 0.11% new 13F-HR Timeline Group INCEPTIONR LLC More: the full row for INCEPTIONR LLC 3,457 $497K 0.14% -7,120 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,405 $490K 0.01% -3,856 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,403 $489K 0.01% +11 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,358 $483K <0.01% -741 13F-HR Timeline Group Woodline Partners LP More: the full row for Woodline Partners LP 3,251 $467K <0.01% -153,684 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,179 $458K 0.02% +158 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,178 $457K 0.07% 0 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 3,165 $455K 0.06% +30 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,124 $449K 0.09% -15 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,098 $445K <0.01% -37 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,086 $444K 0.04% +650 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,061 $440K 0.01% -1,670 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 3,052 $439K 0.03% new 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 3,023 $435K 0.43% 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,003 $432K 0.03% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 3,000 $431K 0.01% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 3,000 $431K 0.08% 0 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 3,000 $431K 0.06% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,939 $423K <0.01% +69 13F-HR Timeline Group Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 2,924 $420K 0.34% 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 2,885 $415K <0.01% new 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 2,883 $414K 0.37% 13F-HR Timeline OSSIAM More: the full row for OSSIAM 2,881 $414K 0.01% +29 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 2,842 $409K 0.09% -150 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,840 $408K <0.01% +129 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,817 $405K <0.01% new 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,793 $402K 0.13% +77 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 2,766 $398K 0.07% +328 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 2,737 $393K 0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,697 $388K <0.01% +490 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,696 $388K 0.05% -85 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 2,693 $387K 0.23% 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,689 $387K 0.01% -132 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,649 $381K 0.08% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,582 $371K 0.02% new 13F-HR/A Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,546 $366K 0.02% +14 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,543 $366K 0.03% -292 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,530 $364K <0.01% +294 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,525 $363K 0.01% +67 13F-HR Timeline River Road Asset Management, LLC More: the full row for River Road Asset Management, LLC 2,517 $362K <0.01% -236,215 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,331 $335K 0.07% 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,306 $332K 0.02% -105 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 2,302 $331K <0.01% new 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 2,300 $331K 0.16% 0 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 2,290 $329K 0.49% 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,287 $329K <0.01% +280 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,285 $328K 0.01% -1,092 13F-HR Timeline ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 2,280 $328K <0.01% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,689 $326K <0.01% -1 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,230 $320K 0.02% +5 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,197 $316K 0.02% 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 2,178 $313K <0.01% +341 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,141 $308K 0.04% -51 13F-HR Timeline HARTFORD INVESTMENT MANAGEMENT CO More: the full row for HARTFORD INVESTMENT MANAGEMENT CO 2,122 $305K 0.01% -9 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 2,108 $303K 0.01% -2,705 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,063 $297K <0.01% -2,615 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,053 $295K 0.03% -267 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 2,048 $294K 0.06% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,047 $294K 0.01% -54 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,979 $290K 0.01% +74 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,012 $289K 0.14% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,997 $287K 0.05% -162 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,989 $286K 0.01% 0 13F-HR Timeline Group CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,956 $281K 0.06% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,922 $276K 0.02% -324 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,915 $275K <0.01% -22 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,873 $269K 0.01% +103 13F-HR Timeline Group TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 1,835 $264K 0.18% new 13F-HR/A Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 1,819 $261K 0.03% new 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,817 $261K 0.01% +1 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,815 $261K 0.04% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,786 $257K 0.03% -459 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,750 $252K <0.01% 0 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,749 $251K 0.01% +1 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,726 $248K 0.12% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,698 $244K 0.01% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,682 $242K <0.01% +9 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,661 $239K 0.02% -217 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,650 $237K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,648 $237K <0.01% -183 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,648 $237K <0.01% 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,639 $236K <0.01% -1,296 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,610 $231K 0.01% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,607 $231K <0.01% new 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 1,600 $230K 0.06% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,592 $229K 0.02% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,559 $224K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,559 $224K <0.01% -319 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,500 $216K 0.01% new 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 1,486 $214K 0.18% 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,462 $210K 0.01% new 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,459 $210K 0.01% -1,459 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 1,458 $210K 0.05% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,431 $206K 0.02% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,431 $206K 0.01% +189 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,419 $204K <0.01% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,419 $204K <0.01% new 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 1,411 $203K <0.01% -1,926 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 1,400 $201K 0.15% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,321 $190K 0.14% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,178 $169K <0.01% -22 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,131 $162K <0.01% +1,119 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,089 $157K 0.02% +1,025 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,063 $154K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,036 $149K <0.01% +38 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,035 $149K 0.02% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,018 $146K <0.01% +326 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,016 $146K 0.01% -2,049 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 984 $141K 0.01% 0 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 916 $132K <0.01% +21 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 896 $129K 0.07% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 795 $114K 0.04% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 759 $109K 0.06% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 749 $108K <0.01% -10 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 728 $105K 0.01% +526 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 635 $91.3K 0.04% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 596 $85.7K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 571 $81K <0.01% +538 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 531 $76.3K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 523 $75.2K <0.01% -27 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 500 $71.9K 0.01% 0 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 500 $71.9K 0.04% 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 485 $69.7K <0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 470 $67.6K <0.01% new 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 618 $63.6K 0.01% 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 440 $63.3K <0.01% new 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 420 $60.4K 0.02% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 405 $58.2K <0.01% -20 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 396 $56.9K <0.01% -13 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 375 $53.9K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 373 $53.6K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 371 $53.3K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 359 $51.6K <0.01% +96 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 342 $49.2K 0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 340 $48.9K 0.04% -595 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 304 $43.7K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 294 $42.3K 0.02% -600 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 287 $41.3K 0.01% -1,738 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 267 $38.4K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 260 $37.4K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 241 $35K <0.01% -7 13F-HR/A Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 239 $34.4K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 227 $32.6K <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 225 $32.4K <0.01% -1,745 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 210 $30.2K <0.01% 0 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 208 $30K 0.03% 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 186 $27K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 184 $26.5K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 160 $23K <0.01% -10 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 158 $22.7K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 156 $22.4K 0.01% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 150 $21.6K <0.01% 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 149 $21.4K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 146 $21K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 140 $20.1K <0.01% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 139 $20K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 133 $19.1K <0.01% 0 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 132 $19K 0.01% -35 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 131 $18.8K <0.01% +73 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 112 $16K <0.01% -3 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 102 $14.7K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 99 $14.2K <0.01% +90 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 96 $13.8K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 85 $12.2K <0.01% -42 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 82 $12K 0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 80 $11.5K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 74 $10.6K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 74 $10.6K 0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 105 $10K 0.06% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 65 $9.34K <0.01% +57 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 62 $9.18K <0.01% +43 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 63 $9.06K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 61 $8.7K <0.01% -50 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 56 $8.05K <0.01% 0 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 53 $7.62K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 49 $7.04K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 45 $6.47K <0.01% +6 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 36 $5.17K <0.01% new 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 35 $5.03K <0.01% +15 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 32 $4.6K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 29 $4.17K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 28 $4.03K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 30 $4K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 26 $3.74K <0.01% +8 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 26 $3.73K <0.01% +7 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 25 $3.59K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 23 $3.34K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 23 $3.31K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 22 $3.16K <0.01% 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 21 $3.02K <0.01% 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 18 $3K <0.01% 0 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 20 $2.88K <0.01% 0 13F-HR Timeline