NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 8,640 $234K <0.01% new 13F-HR Timeline Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 8,545 $231K <0.01% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 8,521 $231K 0.06% new 13F-HR Timeline Swedbank AB in group Swedbank AB More: the full row for Swedbank AB 8,511 $230K <0.01% +1,850 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 8,451 $229K 0.01% -937 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 8,380 $227K 0.23% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 8,352 $226K <0.01% new 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 8,192 $226K 0.08% -814 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 8,306 $225K 0.01% 0 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 8,233 $224K <0.01% new 13F-HR Timeline Group NEW MEXICO EDUCATIONAL RETIREMENT BOARD More: the full row for NEW MEXICO EDUCATIONAL RETIREMENT BOARD 8,250 $223K 0.01% -300 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 8,225 $223K 0.2% +8,050 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 8,195 $222K 0.04% new 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 8,052 $218K <0.01% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 7,948 $215K 0.01% -2,681 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 7,922 $215K 0.04% +100 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 7,841 $212K 0.04% new 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 7,807 $211K <0.01% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 7,730 $211K 0.08% new 13F-HR/A Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,770 $210K <0.01% +203 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,720 $209K 0.01% -7,135 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 7,697 $208K <0.01% 0 13F-HR Timeline Robeco Institutional Asset Management B… in group Robeco Institutional Asset Ma… More: the full row for Robeco Institutional Asset Management B.V. 7,689 $208K <0.01% 0 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 7,686 $208K 0.02% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 7,659 $207K <0.01% -89 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 7,480 $206K 0.05% new 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 7,605 $206K <0.01% -1,661 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 7,572 $205K <0.01% +4,709 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 7,575 $205K 0.04% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 7,530 $204K 0.01% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 7,504 $203K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 7,281 $197K 0.14% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,211 $195K 0.03% +4,215 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 6,971 $189K <0.01% -294 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 6,804 $183K 0.08% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,232 $169K <0.01% +464 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 6,111 $165K <0.01% new 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,619 $152K <0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,455 $148K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,275 $143K 0.01% +334 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 5,222 $141K 0.19% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 5,197 $141K 0.01% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 5,157 $140K 0.01% +505 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 4,749 $129K 0.01% +713 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 4,738 $128K 0.07% +1,550 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,650 $126K <0.01% new 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,456 $125K <0.01% -10,284 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 4,566 $124K 0.05% -2,183 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 4,548 $123K 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 4,547 $123K <0.01% +862 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,494 $122K <0.01% -160 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 4,484 $121K <0.01% -887,376 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,206 $114K <0.01% -1,120 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 4,067 $110K <0.01% -70,668 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 4,074 $110K 0.04% +1,580 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,035 $109K <0.01% +381 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 3,812 $103K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,721 $101K 0.01% +2,030 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,720 $101K <0.01% +1,989 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,714 $101K <0.01% +24 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 3,531 $95.6K <0.01% +1 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 3,400 $92.1K 0.01% 0 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 3,371 $91.3K <0.01% +2,834 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,084 $83.5K <0.01% -96 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 3,020 $81.8K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,967 $80.3K 0.16% -24,477 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,753 $75.2K <0.01% +2,601 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,750 $74.5K 0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,749 $74.4K <0.01% +1,274 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,461 $66.6K <0.01% -1,053 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,421 $65.6K 0.05% -138 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,414 $65.4K <0.01% +20 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,315 $62.7K <0.01% +1,029 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 2,235 $61K 0.01% 0 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 2,196 $59.5K <0.01% -17,370 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,157 $58.4K <0.01% -103 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,000 $54.2K 0.01% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 1,852 $50.2K <0.01% -2,007 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 1,829 $49.5K <0.01% -14,910 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,751 $47.4K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Asset Planning,Inc More: the full row for Asset Planning,Inc 1,750 $47.4K 0.03% 0 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 1,700 $46K 0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 500 $45.2K 0.03% -1,250 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,640 $44.4K <0.01% +91 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,608 $43.5K <0.01% -4,077 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,571 $42.5K 0.01% 0 13F-HR Timeline Boit C F David More: the full row for Boit C F David 1,539 $41.7K 0.02% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,401 $37.9K <0.01% +1,146 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,368 $37K <0.01% -376 13F-HR/A Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 1,254 $34K 0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,252 $33.9K <0.01% +117 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,186 $32.1K <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,075 $29.1K <0.01% -20,957 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,064 $28.8K <0.01% -2,411 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 1,034 $28K <0.01% +165 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,004 $27.2K <0.01% +989 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 937 $25.4K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 928 $25.3K <0.01% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 921 $24.9K <0.01% 0 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 877 $23.7K <0.01% -40 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 860 $23.3K <0.01% -305 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 837 $23K 0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 816 $22.1K <0.01% -1,745 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 798 $21.6K 0.01% 0 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 773 $21.1K <0.01% +23 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 750 $20.3K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 750 $20.3K 0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 714 $19.3K <0.01% -1,138 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 679 $18.4K <0.01% -127 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 676 $18.3K <0.01% +501 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 639 $17.6K 0.01% +5 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 650 $17.6K 0.02% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 562 $15.5K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 538 $14.7K 0.01% +153 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 530 $14.4K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 530 $14.3K <0.01% -27,465 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 518 $14K <0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 499 $14K 0.01% -129 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 496 $13.4K 0.01% +19 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 496 $13.4K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 481 $13K <0.01% +32 13F-HR/A Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 479 $13K <0.01% +232 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 468 $12.7K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 446 $12.2K 0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 435 $11.8K <0.01% +303 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 424 $11.5K <0.01% -645 13F-HR Timeline Quarry LP More: the full row for Quarry LP 420 $11.4K <0.01% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 409 $11.1K +9 Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 382 $10.3K <0.01% new 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 378 $10.2K <0.01% -28,201 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 375 $10.2K <0.01% 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 383 $10K <0.01% -79 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 359 $9.72K <0.01% +57 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 317 $8.58K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 304 $8.23K <0.01% +182 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 302 $8.18K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 288 $7.8K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 250 $7K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 245 $6.63K <0.01% +69 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 231 $6K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 220 $5.96K 0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 219 $5.93K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 205 $5.55K <0.01% +18 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 200 $5.42K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 195 $5.28K <0.01% +110 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 175 $4.75K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 161 $4.36K <0.01% +74 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 150 $4.06K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 137 $4K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 136 $4K <0.01% 0 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 147 $3.98K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 146 $3.95K <0.01% +57 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 115 $3.11K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 109 $2.95K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 108 $2.94K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 107 $2.9K <0.01% 0 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 101 $2.73K <0.01% +52 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 101 $2.73K <0.01% +29 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 100 $2.71K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 100 $2.71K <0.01% new 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 92 $2.49K 0.01% new 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 90 $2.44K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 90 $2.44K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 86 $2.33K <0.01% -14 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 12,492 $2.08K <0.01% +564 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 73 $1.98K <0.01% new 13F-HR/A Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 72 $1.97K <0.01% new 13F-HR/A Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 68 $1.84K <0.01% +18 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 67 $1.81K <0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 59 $1.6K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 57 $1.54K <0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 55 $1.49K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 54 $1.46K <0.01% -37 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 53 $1.44K <0.01% +23 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 53 $1.44K <0.01% -60 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 50 $1.35K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 47 $1.27K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 46 $1.25K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 46 $1.25K <0.01% -36 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 41 $1.11K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 41 $1.11K <0.01% +8 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 38 $1.03K <0.01% -1 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 50 $1K <0.01% -3 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 39 $1K <0.01% 0 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 36 $966 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 33 $880 <0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 32 $867 <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 32 $867 <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 31 $839 <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 29 $786 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 27 $737 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 25 $677 <0.01% +3 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 25 $677 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 24 $650 <0.01% -616 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 22 $606 <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 20 $548 <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 20 $542 <0.01% -42 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 19 $515 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. 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