Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,861 $246K 0.03% +154 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 2,834 $243K <0.01% +533 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,815 $242K 0.01% -75 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,783 $238K 0.01% -718 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,756 $236K 0.01% +51 13F-HR/A Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,745 $236K 0.05% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,730 $234K <0.01% +335 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,699 $234K 0.01% +195 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 2,712 $233K 0.11% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 2,765 $232K 0.01% +807 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 2,700 $232K 0.04% 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,694 $231K 0.01% +32 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,694 $231K 0.02% +19 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,685 $230K 0.02% 13F-HR Timeline Portman Square Capital LLP More: the full row for Portman Square Capital LLP 2,684 $230K 0.04% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,675 $230K <0.01% +573 13F-HR Timeline Group SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 2,671 $229K 0.17% +84 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 2,637 $226K 0.03% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,589 $222K 0.01% +211 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,549 $219K 0.01% -50,281 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 2,549 $219K 0.08% -82 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,538 $218K 0.01% +125 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 2,531 $217K 0.02% +540 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,521 $216K 0.01% +550 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 2,514 $216K 0.1% 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 2,500 $215K <0.01% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,615 $215K 0.01% -465 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,470 $212K 0.06% 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,445 $210K 0.02% +34 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,439 $209K <0.01% +85 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,437 $209K <0.01% -5,094 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,404 $206K 0.02% +145 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,404 $206K 0.03% +231 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 2,389 $205K 0.14% 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,383 $204K 0.01% +10 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 2,341 $201K <0.01% -24,634 13F-HR Timeline Group HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 2,289 $196K 0.11% +22 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,138 $183K 0.01% 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,087 $181K 0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2,062 $177K 0.05% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,017 $173K <0.01% -394 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 2,000 $172K 0.03% 0 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 2,000 $172K 0.01% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 1,883 $165K <0.01% 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,880 $161K <0.01% -461 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,854 $161K 0.01% -3,245 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,799 $154K 0.01% +61 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,832 $154K <0.01% -60 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,475 $127K 0.01% +46 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,352 $116K 0.01% -4,723 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,245 $107K 0.04% +13 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,243 $107K 0.03% +155 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 1,230 $106K 0.03% -150 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,179 $101K 0.01% +1,172 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,169 $100K <0.01% -11,420 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,148 $98.5K 0.01% -218 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,143 $98.1K <0.01% -79 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,052 $90.3K <0.01% -16,278 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,034 $89.7K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,032 $88.6K <0.01% -190 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,020 $87.5K 0.01% +7 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,000 $86.7K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 992 $85.1K 0.02% +577 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 989 $84.9K 0.02% -57 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 951 $81.6K 0.01% +392 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 945 $81.1K 0.05% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 944 $81K 0.02% -35 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 930 $79.8K 0.03% +730 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 921 $79.1K <0.01% +522 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 916 $78.6K 0.05% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 913 $78.3K <0.01% -4,539 13F-HR/A Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 900 $77.2K 0.1% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 893 $76.6K 0.01% -14 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 890 $76.4K <0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 870 $74.6K 0.01% -922 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 861 $73.9K <0.01% +142 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 847 $72.7K <0.01% +229 13F-HR Timeline Group PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 829 $71K 0.01% +451 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 814 $69.8K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 804 $69K <0.01% -150 13F-HR Timeline Mizuho Bank, Ltd. in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Bank, Ltd. 800 $68.6K 0.02% 0 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 780 $67K 0.02% +14 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 743 $63.8K 0.01% +319 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 720 $62K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 697 $59.8K 0.02% +7 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 691 $59K <0.01% +306 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 669 $57.4K 0.01% -179 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 665 $57.1K 0.01% +2 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 647 $55.5K 0.02% -20 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 600 $51.5K 0.02% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 586 $50.3K 0.04% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 574 $49.2K <0.01% +15 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 550 $47.2K 0.03% +230 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 549 $47.1K 0.02% -274 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 488 $46.2K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 529 $45.4K <0.01% +141 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 523 $45.4K 0.03% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 517 $44.4K <0.01% -8 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 502 $43.1K <0.01% +10 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 500 $42.9K 0.02% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 474 $40.6K 0.01% +44 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 450 $38.6K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 442 $37K 0.01% +51 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 416 $35.7K <0.01% +384 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 412 $34.1K <0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 393 $33.7K 0.01% +19 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 376 $32.3K <0.01% +374 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 373 $32K <0.01% +243 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 370 $31.7K <0.01% 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 360 $30.9K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 359 $30.8K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 358 $30.7K 0.02% 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 343 $29.4K 0.01% +311 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 330 $28.3K <0.01% 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 325 $27.9K 0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 320 $27.5K <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 312 $26.8K 0.02% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 304 $26.1K 0.01% +19 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 299 $25.7K <0.01% +2 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 297 $25.5K <0.01% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 296 $25.4K 0.01% +6 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 293 $25K 0.02% -5 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 285 $24.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rise Advisors, LLC More: the full row for Rise Advisors, LLC 287 $24.6K 0.01% -26 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 274 $23.5K 0.01% 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 270 $23.2K 0.02% 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 265 $22.7K 0.01% +173 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 258 $22.1K <0.01% +62 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 237 $20.3K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 236 $20.2K <0.01% 0 13F-HR Timeline Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 225 $19.3K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 223 $19.1K <0.01% -54 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 218 $18.7K 0.02% 13F-HR/A Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 216 $18K <0.01% -4 13F-HR Timeline Group Hoese & Co LLP More: the full row for Hoese & Co LLP 202 $17.3K 0.02% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 200 $17.2K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 200 $17.2K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 200 $17.2K 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 183 $15.7K <0.01% +52 13F-HR Timeline Group Trust Co More: the full row for Trust Co 180 $15.4K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 171 $14.7K <0.01% +24 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 165 $14.2K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 164 $14.1K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 170 $14K <0.01% -16 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 159 $13.6K <0.01% +37 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 156 $13K <0.01% -6 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 149 $12.8K 0.01% 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 145 $12.4K <0.01% -42 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 136 $11.7K 0.01% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 127 $11K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 124 $10.7K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 143 $10.5K 0.01% 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 116 $9.99K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 113 $9.71K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 109 $9.32K <0.01% -201 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 106 $9.2K <0.01% 0 13F-HR/A Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 107 $9.18K 0.01% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 105 $9.01K 0.01% 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 100 $8.59K <0.01% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 100 $8.58K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 100 $8.58K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 97 $8.23K 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 97 $8.23K 0.01% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 87 $7.46K <0.01% -26 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 87 $7.46K <0.01% +84 13F-HR Timeline Group Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 85 $7.29K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 85 $7.29K <0.01% -10 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 84 $7.21K <0.01% +7 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 84 $7.21K <0.01% +15 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 80 $6.86K <0.01% -225 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 76 $6.52K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 75 $6.43K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 74 $6.4K 0.01% 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 73 $6.33K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 62 $5.32K <0.01% +1 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 59 $5.09K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 58 $4.98K <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 54 $4.62K <0.01% +11 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 51 $4.38K <0.01% +16 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 51 $4.38K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 51 $4.38K <0.01% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 50 $4.29K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 50 $4.29K <0.01% 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 47 $4.03K <0.01% 0 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 44 $3.77K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 41 $3.54K <0.01% +8 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 40 $3.43K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 38 $3.3K <0.01% -3 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 37 $3.13K <0.01% -17 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 36 $3.09K <0.01% -10 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 35 $3K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 34 $2.92K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 33 $2.83K <0.01% 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 32 $2.75K <0.01% 0 13F-HR/A Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 31 $2.66K 0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 30 $2.57K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 30 $2.57K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 30 $2.57K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 29 $2.49K <0.01% new 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 29 $2.49K <0.01% new 13F-HR Timeline