Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 1,807 $331K 0.14% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,735 $328K 0.01% -5 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,777 $326K 0.04% new 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,774 $325K 0.05% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,767 $324K 0.02% -337 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,767 $324K 0.02% -709 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,762 $323K <0.01% +163 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,760 $323K 0.04% -72 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,724 $316K <0.01% +551 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,725 $316K 0.01% +19 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,723 $316K 0.04% +58 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1,689 $314K 0.01% -548 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,701 $312K <0.01% -99 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,691 $310K <0.01% +3 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,689 $310K 0.03% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,685 $309K 0.01% new 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 1,672 $307K 0.01% +67 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,667 $306K <0.01% -47 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,656 $304K 0.05% -50 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,655 $303K 0.04% +51 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,754 $303K 0.01% +17 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,653 $303K 0.01% +154 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,627 $298K +25 Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,621 $297K 0.01% -201 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,617 $296K 0.02% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,614 $296K 0.01% +50 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,612 $295K <0.01% +47 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,610 $295K <0.01% -630 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,600 $293K 0.01% +98 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,589 $291K 0.01% +149 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,568 $287K 0.01% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,561 $286K 0.02% +14 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,558 $286K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,555 $285K 0.01% -220 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,546 $283K 0.02% +84 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,546 $283K 0.02% +40 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,541 $283K 0.22% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,540 $282K 0.14% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,534 $281K <0.01% +252 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,534 $281K 0.01% -1 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,529 $281K <0.01% -4 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,529 $280K 0.05% +241 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,482 $272K 0.01% +51 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 1,463 $268K 0.01% new 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,452 $266K <0.01% -17 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,450 $266K 0.04% +8 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,450 $266K 0.07% -2 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,442 $264K <0.01% +21 13F-HR Timeline Group WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,219 $263K 0.16% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,436 $263K 0.02% +17 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,414 $259K 0.02% +1 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,395 $256K 0.04% 0 13F-HR Timeline Group Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 1,360 $255K <0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,381 $253K 0.01% +236 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,377 $252K <0.01% +109 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 1,372 $252K 0.03% 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,371 $251K <0.01% -1,762 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,336 $245K 0.01% 0 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,335 $245K 0.03% -4,095 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,335 $244K 0.01% -620 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,332 $244K 0.01% -1,222 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,331 $244K 0.02% +266 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,330 $244K 0.01% 0 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 1,327 $243K 0.15% 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,223 $243K 0.01% +11 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 1,311 $240K 0.35% -239 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,309 $240K <0.01% -942 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 1,300 $238K 0.02% -700 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,296 $238K 0.03% +3 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,294 $237K 0.02% +3 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,288 $236K <0.01% -280 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 1,248 $236K 0.08% new 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 1,280 $235K 0.06% 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,274 $234K 0.06% +133 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,266 $232K <0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,265 $232K 0.01% +12 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 1,248 $229K 0.02% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,246 $228K <0.01% -23 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,244 $228K 0.04% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,218 $223K <0.01% new 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 1,218 $223K 0.03% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,209 $222K <0.01% -842 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 1,208 $221K 0.01% 0 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 1,201 $220K 0.04% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,200 $220K 0.04% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,188 $218K <0.01% -49 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,186 $217K <0.01% -4,801 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,185 $217K 0.01% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,183 $217K 0.01% -71 13F-HR/A Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,178 $216K 0.12% +14 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,165 $214K 0.01% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,156 $212K <0.01% new 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 1,155 $212K 0.01% -575 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,152 $211K 0.03% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,129 $211K 0.07% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,151 $211K <0.01% -55 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,150 $211K 0.02% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 1,150 $211K 0.03% 0 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 1,144 $210K 0.04% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,143 $210K <0.01% new 13F-HR/A Timeline NWAM LLC More: the full row for NWAM LLC 1,141 $209K 0.01% new 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 1,131 $207K 0.03% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,129 $207K 0.02% -83 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,119 $205K 0.01% new 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,109 $203K 0.01% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,108 $203K 0.01% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,101 $202K <0.01% -291 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 1,101 $202K 0.12% new 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 1,100 $202K 0.02% -1,734 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 1,097 $201K 0.03% 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,097 $201K 0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,030 $189K 0.02% +10 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,017 $186K 0.09% +35 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 943 $173K 0.06% +392 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 927 $170K 0.04% +2 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 920 $169K 0.02% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 916 $168K 0.05% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 909 $167K 0.01% +396 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 901 $165K 0.02% -3 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 892 $164K <0.01% -53 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 881 $162K 0.01% +206 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 880 $161K 0.06% -30 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 867 $159K <0.01% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 825 $151K 0.02% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 820 $150K 0.11% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 800 $147K 0.05% 0 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 796 $146K <0.01% -60 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 759 $139K 0.03% -11,511 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 750 $137K <0.01% -10 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 700 $128K <0.01% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 691 $127K <0.01% +63 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 699 $120K <0.01% -67 13F-HR Timeline ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 600 $110K <0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 596 $109K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 593 $109K 0.03% +1 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 593 $109K 0.04% +334 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 581 $107K 0.01% +117 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 566 $104K <0.01% new 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 560 $103K <0.01% -280 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 515 $98K <0.01% +260 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 525 $96K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 515 $94.4K 0.05% +4 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 503 $92.2K 0.09% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 501 $92K <0.01% 0 13F-HR Timeline Group Encore Global Management, LP More: the full row for Encore Global Management, LP 500 $91.7K 0.06% 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 464 $85.1K 0.04% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 455 $83.4K 0.02% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 447 $81.9K 0.02% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 437 $80.1K 0.05% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 419 $76.8K +70 Timeline Key Financial Inc More: the full row for Key Financial Inc 406 $74.4K 0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 403 $74.1K 0.05% -8 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 385 $70.6K 0.03% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 383 $70.2K 0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 380 $69.7K 0.01% new 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 349 $64K <0.01% +12 13F-HR/A Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 346 $63.4K <0.01% +22 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 346 $63.4K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 346 $63.4K <0.01% -276 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 341 $62.5K <0.01% +156 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 336 $61.6K 0.04% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 333 $61.1K 0.01% +281 13F-HR Timeline City State Bank More: the full row for City State Bank 322 $59K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 320 $58.7K <0.01% +105 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 310 $56.8K 0.02% +10 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 305 $55.9K 0.02% +69 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 300 $55K 0.02% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 300 $55K 0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 398 $54.5K 0.02% -10,089 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 295 $54.1K 0.03% -295 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 293 $54K 0.04% -289 13F-HR Timeline Trust Co More: the full row for Trust Co 291 $53.3K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 260 $47.7K 0.01% -5 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 260 $47.7K 0.02% -13 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 256 $46.9K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 254 $46.6K <0.01% -3,022 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 251 $46K 0.04% -2 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 242 $44.3K <0.01% +19 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 239 $44K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 232 $43K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 228 $41.8K 0.01% +33 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 224 $41.1K <0.01% +100 13F-HR Timeline Group Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 224 $41.1K 0.02% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 218 $40K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 215 $39.4K <0.01% -294 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 206 $37.8K 0.02% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 204 $37.4K 0.01% +4 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 206 $37K <0.01% +200 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 200 $37K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 200 $36.7K <0.01% +25 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 200 $36.7K 0.04% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 198 $36.3K 0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 198 $36.3K 0.03% 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 195 $35.7K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 189 $34.6K 0.03% +44 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 186 $34.1K 0.02% +1 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 185 $33.9K <0.01% -9 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 185 $33.9K 0.01% 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 181 $33.2K <0.01% +12 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 163 $29.9K <0.01% 0 13F-HR Timeline