Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 4,094 $725K 0.14% +603 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 4,090 $724K 0.43% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,005 $709K <0.01% -274 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,954 $700K 0.14% -394 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 3,950 $699K <0.01% -714 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,930 $696K 0.06% +2,110 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 3,881 $687K 0.02% 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 3,842 $680K 0.07% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,814 $675K 0.02% -44 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 3,799 $673K 0.19% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 3,797 $672K <0.01% -3,508 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 3,762 $666K <0.01% +809 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,547 $666K 0.04% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,750 $664K 0.01% +1,469 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 3,688 $653K 0.47% -313 13F-HR Timeline UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 3,600 $637K <0.01% -600 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,585 $635K <0.01% +827 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 3,548 $628K 0.11% -430 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,506 $621K 0.11% +629 13F-HR Timeline Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 3,412 $604K <0.01% -103 13F-HR Timeline Group Western Financial Corp/CA More: the full row for Western Financial Corp/CA 3,368 $596K 0.33% new 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 3,350 $593K 0.2% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,299 $584K <0.01% +143 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,206 $568K 0.02% -75 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,204 $567K 0.02% -1 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,131 $554K 0.02% new 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 3,107 $550K 0.02% -734 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 3,106 $550K 0.01% +437 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,105 $550K 0.05% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,105 $550K 0.05% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,007 $532K 0.05% +13 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,933 $531K 0.03% -571 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,985 $529K 0.01% +425 13F-HR/A Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,974 $526K 0.01% +728 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 2,967 $525K 0.4% -160 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,961 $524K 0.03% new 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 2,952 $523K 0.13% new 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,933 $519K 0.01% -571 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 2,910 $515K 0.59% 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 2,900 $513K 0.01% new 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 2,900 $513K 0.46% 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 2,898 $513K 0.1% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,886 $511K 0.02% +1,112 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 2,848 $504K 0.01% +225 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 2,812 $498K 0.2% -276 13F-HR Timeline Fernwood Investment Management, LLC More: the full row for Fernwood Investment Management, LLC 2,800 $496K 0.17% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,799 $496K 0.08% +64 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,763 $489K 0.19% +259 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,753 $487K 0.43% 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 2,747 $486K 0.27% new 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 2,746 $486K 0.02% +70 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 2,714 $480K 0.01% new 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 2,712 $480K 0.21% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,706 $479K 0.24% -36 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,692 $476K <0.01% -70 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,664 $472K 0.02% +2,502 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 2,637 $467K 0.05% new 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 2,579 $457K 0.01% +206 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,546 $451K <0.01% -202 13F-HR Timeline Group Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 2,530 $448K 0.02% 0 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,483 $440K <0.01% +141 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,464 $436K <0.01% +875 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,452 $434K <0.01% +147 13F-HR Timeline Group Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,408 $426K 0.06% +298 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 2,352 $416K <0.01% +65 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 2,258 $416K 0.17% new 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,336 $414K 0.31% 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,323 $412K 0.03% +34 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,305 $408K 0.01% +110 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 2,277 $403K 0.01% -36 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,236 $396K <0.01% +590 13F-HR Timeline Avitas Wealth Management LLC More: the full row for Avitas Wealth Management LLC 2,228 $394K 0.05% -61 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 2,217 $392K 0.03% 0 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,198 $389K 0.08% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,181 $386K 0.01% +170 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,168 $384K 0.02% +70 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,147 $380K 0.04% 0 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,144 $380K 0.16% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,099 $372K 0.01% -138 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,041 $365K 0.03% new 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 2,063 $365K 0.3% +419 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,047 $362K 0.02% +8 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,047 $362K 0.05% -609 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,011 $360K 0.02% 0 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,005 $355K <0.01% -260 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 2,000 $354K 0.01% +37 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,000 $354K 0.08% 0 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 1,998 $354K <0.01% 0 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,982 $351K <0.01% new 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 1,972 $349K 0.03% new 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 1,953 $346K 0.13% +496 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,929 $341K <0.01% new 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,886 $334K 0.06% 0 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,881 $333K 0.01% -572 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,870 $331K 0.08% +118 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 1,856 $329K 0.17% +22 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 1,851 $328K <0.01% new 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 1,850 $328K 0.17% +1 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 1,842 $326K +1,773 Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,832 $324K 0.01% +33 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,772 $314K 0.03% +7 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 1,763 $312K <0.01% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,755 $311K 0.02% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,748 $309K 0.02% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,763 $309K 0.03% +209 13F-HR Timeline Group New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 1,688 $306K 0.13% +97 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,723 $305K 0.01% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,718 $304K 0.02% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,697 $300K 0.01% +157 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,646 $295K 0.02% +727 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 1,650 $292K <0.01% new 13F-HR/A Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,650 $292K 0.02% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,632 $289K <0.01% +54 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,630 $289K 0.01% -492 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,609 $285K 0.06% +105 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,600 $283K 0.01% +235 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,568 $278K 0.01% +150 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 1,556 $276K 0.15% 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,535 $272K 0.01% -117 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 1,525 $270K 0.01% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,511 $267K 0.03% +7 13F-HR/A Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 1,500 $266K 0.04% -1,500 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,500 $265K 0.01% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,416 $264K 0.01% new 13F-HR Timeline SAGE ADVISORS, LLC More: the full row for SAGE ADVISORS, LLC 1,471 $260K 0.19% new 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 1,460 $258K 0.06% new 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,457 $258K 0.03% new 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 1,449 $257K 0.15% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,440 $255K <0.01% 0 13F-HR/A Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,420 $251K <0.01% new 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,388 $251K 0.05% new 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 1,418 $251K 0.1% +118 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,400 $248K 0.07% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,400 $248K 0.03% +113 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 1,393 $246K <0.01% -97 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,360 $241K 0.1% +19 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,358 $240K 0.07% new 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 1,357 $240K 0.17% +31 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,345 $238K 0.01% -121 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,319 $234K 0.02% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,309 $232K 0.04% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,304 $231K <0.01% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,304 $231K 0.02% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 1,303 $231K 0.05% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,316 $230K 0.23% +35 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 1,300 $230K 0.06% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,310 $229K 0.01% -164 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 1,294 $229K 0.12% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,282 $227K 0.1% +2 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 1,281 $227K 0.13% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,273 $225K 0.01% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,272 $225K <0.01% -42 13F-HR Timeline Group AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 1,269 $225K 0.16% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,260 $223K <0.01% +312 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,252 $222K <0.01% +1,245 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,242 $220K 0.07% -148 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 1,229 $218K 0.11% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,226 $217K 0.02% -52 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,224 $217K 0.01% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,215 $215K 0.01% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,214 $215K 0.01% new 13F-HR Timeline Group WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,199 $212K 0.05% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,195 $212K <0.01% -378 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,195 $212K 0.01% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,190 $211K <0.01% new 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 1,187 $210K 0.01% new 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 1,183 $209K 0.03% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,173 $208K 0.01% new 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,168 $207K 0.07% new 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 1,153 $204K 0.02% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,152 $204K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,147 $203K 0.01% +67 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,139 $202K 0.02% +841 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 925 $179K <0.01% +183 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,009 $179K 0.01% +239 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 1,007 $178K 0.14% 13F-HR/A Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 1,000 $177K 0.07% 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 947 $168K 0.04% +5 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 946 $167K <0.01% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 930 $165K 0.03% -15 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 866 $153K 0.01% +329 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 820 $145K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 815 $144K 0.04% new 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 790 $140K 0.03% +90 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 704 $125K <0.01% +63 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 684 $123K 0.01% +164 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 690 $122K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 631 $112K <0.01% -460 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 629 $111K 0.03% +32 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 618 $109K <0.01% -55 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 600 $106K <0.01% -50 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 590 $104K <0.01% +31 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 519 $91.9K 0.01% +71 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 505 $89.4K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 474 $83.9K 0.01% +9 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 470 $83.2K <0.01% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 435 $77K <0.01% +141 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 415 $73.5K <0.01% -14 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 408 $71.4K <0.01% +1 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 400 $70.8K 0.02% 0 13F-HR Timeline