Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 4,424 $607K 0.16% +260 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 4,318 $592K -5,728 Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 4,280 $587K 0.22% -254 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,266 $585K <0.01% +2,627 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,240 $581K <0.01% +3,669 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 4,375 $577K 0.34% new 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 4,170 $572K 0.46% -100 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 4,166 $571K -1,356 Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,125 $566K 0.01% +82 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,083 $560K 0.02% -117 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,079 $560K 0.03% +205 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,078 $559K 0.01% +67 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,009 $550K 0.01% -259 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 3,984 $547K 0.02% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 3,941 $541K 0.01% -1,576 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,935 $540K <0.01% +298 13F-HR Timeline Group Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,900 $535K 0.09% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,892 $534K 0.16% new 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 3,860 $530K 0.28% 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,845 $527K 0.06% -118 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,809 $522K 0.07% +1,812 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 3,799 $521K <0.01% 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,662 $502K <0.01% +564 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,655 $501K 0.01% +252 13F-HR/A Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,575 $490K 0.01% +72 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,523 $483K 0.09% +399 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 3,500 $480K 0.24% -201 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,481 $479K 0.01% +76 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 3,473 $476K 0.2% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,452 $474K 0.05% -1,641 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,393 $465K 0.05% -1,532 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,343 $458K 0.02% +2,327 13F-HR Timeline Group Militia Capital Management LLC in group Militia Capital Management LLC More: the full row for Militia Capital Management LLC 3,325 $456K 0.1% 13F-HR/A Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,296 $452K <0.01% -62 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 3,241 $445K <0.01% -314 13F-HR Timeline Group Convergence Financial, LLC More: the full row for Convergence Financial, LLC 3,133 $430K 0.05% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,124 $429K 0.04% +428 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,090 $424K <0.01% +560 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,089 $424K <0.01% +150 13F-HR Timeline Group JMN Financial LLC More: the full row for JMN Financial LLC 3,029 $416K 0.41% +6 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,004 $412K 0.01% -57 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,003 $412K 0.04% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 3,000 $412K 0.01% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 3,000 $412K 0.08% 0 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 3,000 $412K 0.05% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,984 $409K 0.06% -194 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,974 $408K 0.05% -696 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,955 $405K 0.04% -882 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,835 $404K 0.01% -1,146 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,933 $402K 0.06% -232 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,894 $397K <0.01% +197 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 2,891 $397K 0.33% +8 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 2,886 $396K 0.14% new 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 2,882 $395K <0.01% +580 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,840 $390K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,832 $389K <0.01% -8 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,942 $388K 0.01% -237 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,815 $386K <0.01% new 13F-HR Timeline Group Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 2,802 $384K 0.15% new 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 2,763 $379K 0.08% +715 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,760 $379K 0.03% -326 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 2,756 $378K 0.04% new 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 2,749 $377K 0.27% 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,741 $376K 0.02% new 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,737 $375K <0.01% -11,122 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,689 $369K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,681 $368K <0.01% +1,503 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,669 $366K 0.02% +971 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 2,657 $364K <0.01% -61,807 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,488 $341K 0.02% -564 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,481 $340K 0.02% +1,022 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,462 $338K 0.03% +265 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,443 $335K 0.01% +626 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 2,294 $333K 0.17% -399 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,413 $331K 0.12% -380 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 2,504 $330K 0.01% +1,093 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,376 $326K 0.07% +45 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,313 $317K 0.01% +882 13F-HR/A Timeline Group Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 2,300 $316K 0.15% 0 13F-HR Timeline ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 2,280 $313K <0.01% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,280 $313K 0.01% -245 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,368 $311K 0.02% -214 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,223 $305K <0.01% +575 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,168 $297K 0.01% -117 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 2,124 $291K 0.44% -166 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 2,076 $285K 0.07% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,053 $282K <0.01% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,032 $279K 0.03% -109 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,929 $278K 0.01% -50 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,005 $275K 0.13% -7 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,995 $274K <0.01% -694 13F-HR Timeline Group Brown Financial Advisors More: the full row for Brown Financial Advisors 1,990 $273K 0.1% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,989 $273K 0.01% 0 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,980 $272K 0.02% +58 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,976 $271K 0.02% -567 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,968 $270K <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,968 $270K 0.01% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,951 $268K 0.02% +202 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,897 $263K 0.02% +305 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,889 $259K 0.05% -67 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 1,886 $259K 0.01% -222 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,881 $258K <0.01% -182 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,876 $257K <0.01% -39 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,873 $257K <0.01% +1,468 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,823 $250K 0.14% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,822 $250K 0.01% -51 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,822 $250K 0.22% +501 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,777 $244K 0.04% +742 13F-HR Timeline HARTFORD INVESTMENT MANAGEMENT CO More: the full row for HARTFORD INVESTMENT MANAGEMENT CO 1,771 $243K 0.01% -351 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,751 $240K 0.01% new 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 $240K <0.01% 0 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,734 $238K <0.01% -9,066 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,713 $235K <0.01% +106 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,700 $233K 0.02% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,676 $230K 0.02% -554 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 1,654 $227K 0.01% -1,083 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,650 $226K <0.01% +2 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,650 $226K <0.01% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,589 $225K <0.01% -93 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,624 $223K 0.11% -102 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,609 $221K <0.01% -1,208 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 1,600 $219K 0.06% 0 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 1,583 $217K 0.12% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,641 $217K 0.01% +31 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,562 $214K <0.01% -2,344 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,555 $213K 0.02% -498 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,543 $212K <0.01% -16 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,513 $208K <0.01% new 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,493 $205K 0.01% -554 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 1,463 $205K 0.15% +63 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 1,478 $203K 0.01% new 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 1,474 $202K 0.01% +12 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 1,458 $200K 0.05% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,110 $152K <0.01% +74 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,092 $150K 0.02% +3 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,042 $143K <0.01% -517 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,000 $137K 0.02% +500 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 984 $135K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 953 $130K 0.09% +57 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 937 $129K <0.01% +21 13F-HR Timeline Group Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 795 $109K 0.04% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 792 $109K <0.01% +43 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 759 $104K 0.06% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 750 $103K 0.02% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 654 $89.7K 0.01% -74 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 635 $87.1K 0.04% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 596 $81.8K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 531 $72.9K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 523 $71.7K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 407 $55.8K <0.01% +32 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 403 $55.3K <0.01% -82 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 373 $51.2K 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 363 $49.8K <0.01% +230 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 342 $46.9K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 327 $44.9K <0.01% +100 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 321 $44K 0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 299 $41K <0.01% -60 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 295 $40.4K 0.02% +1 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 289 $39.6K <0.01% -151 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 271 $37.2K <0.01% -125 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 267 $36.6K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 260 $35.7K <0.01% -111 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 259 $35.5K 0.01% -45 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 239 $32.8K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 237 $32.6K <0.01% +211 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 224 $30.7K <0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 210 $28.8K 0.01% -210 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 191 $26.2K <0.01% new 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 186 $25.5K <0.01% +2 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 180 $24.7K <0.01% +124 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 178 $24.5K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 176 $24.1K <0.01% +80 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 174 $24K <0.01% -67 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 172 $23.5K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 171 $23.5K <0.01% +13 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 157 $21.5K 0.01% +1 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 150 $20.6K <0.01% 0 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 149 $20.4K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 138 $19.3K 0.02% new 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 140 $19.2K <0.01% -70 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 140 $19.2K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 139 $19.1K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 132 $18.1K 0.01% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 113 $15.5K <0.01% -18 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 106 $14.5K <0.01% +4 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 102 $14K <0.01% -44 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 99 $13.6K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 95 $13K <0.01% new 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 92 $12.6K 0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 85 $11.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Addison Advisors LLC More: the full row for Addison Advisors LLC 80 $11K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 74 $10.2K 0.01% -58 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 74 $10.2K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 73 $10K <0.01% +47 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 68 $9.84K <0.01% +7 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 66 $9.05K <0.01% new 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 65 $8.92K <0.01% -9 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 63 $8.64K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 62 $8.63K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 61 $8.37K <0.01% -4 13F-HR Timeline