Candriam S.C.A. More: the full row for Candriam S.C.A. 22,262 $1.23M 0.01% -3,023 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 22,144 $1.22M <0.01% -1,212 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 21,387 $1.18M 0.05% 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 21,299 $1.18M <0.01% -3,046 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 21,212 $1.17M <0.01% +583 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 20,756 $1.15M 0.02% +2,278 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 20,635 $1.14M 0.07% +100 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 20,600 $1.14M <0.01% -35 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 20,389 $1.13M 0.03% +15,755 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 19,635 $1.09M 0.16% -458 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 18,834 $1.04M 0.02% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 18,808 $1.04M 0.42% -55 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 18,739 $1.03M <0.01% -133,317 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 18,266 $1.01M <0.01% +7,336 13F-HR Timeline Group Verition Fund Management LLC More: the full row for Verition Fund Management LLC 18,125 $1M 0.01% +1,732 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 17,934 $991K <0.01% -154 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 17,116 $946K 0.01% +1,220 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 16,891 $934K 0.79% +52 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 16,679 $917K 0.07% +12 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 15,881 $878K <0.01% -26,825 13F-HR/A Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 15,811 $874K 0.02% +11,442 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 15,377 $850K 0.01% +70 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 15,395 $850K 0.01% +5,997 13F-HR Timeline Group MOTCO More: the full row for MOTCO 14,651 $815K 0.08% -143 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 14,528 $803K 0.02% -186 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 14,480 $800K 0.01% +8,200 13F-HR/A Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 14,466 $800K 0.01% +2,890 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 14,267 $789K 0.02% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 14,200 $785K 0.13% +500 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 14,035 $776K 0.26% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 13,788 $762K <0.01% -1,150 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 13,366 $739K 0.03% 0 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 12,760 $705K 0.31% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 12,460 $689K 0.03% -548 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 12,434 $687K 0.26% +51 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 12,110 $669K 0.09% -150 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 11,759 $650K <0.01% new 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 11,592 $641K <0.01% +1,903 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 11,480 $634K <0.01% -380 13F-HR Timeline Group Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 6,048 $620K 0.01% +6,048 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 11,212 $620K <0.01% -153 13F-HR Timeline Group Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 10,981 $607K 0.02% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 10,745 $594K <0.01% -56 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 10,694 $591K 0.01% -1,330 13F-HR Timeline Group PARK CIRCLE Co More: the full row for PARK CIRCLE Co 10,500 $580K 0.5% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,468 $579K 0.02% -1,236 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 10,381 $574K 0.11% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 9,953 $550K 0.01% +5,619 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 9,843 $544K +5,065 Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 9,485 $524K 0.28% -391 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 9,209 $509K <0.01% -542 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 9,096 $503K 0.04% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 9,002 $498K <0.01% new 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 8,781 $485K 0.2% -200 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 8,632 $477K <0.01% -5,902 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 8,434 $466K 0.03% -372 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 8,434 $466K <0.01% -372 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,369 $463K <0.01% +2,908 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,286 $458K 0.01% -1,586 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 8,281 $458K 0.01% -132 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 8,198 $453K 0.13% -312 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,197 $453K 0.01% -2,591 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 8,065 $446K <0.01% -170 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 7,725 $427K 0.01% new 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,723 $427K 0.06% -69 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 7,674 $424K <0.01% -65,281 13F-HR Timeline Group First Affirmative Financial Network More: the full row for First Affirmative Financial Network 7,349 $406K 0.21% +554 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 7,307 $404K <0.01% new 13F-HR/A Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 7,282 $402K 0.01% -2,353 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 7,273 $402K <0.01% +34 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,097 $392K 0.03% +200 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 5,285 $392K 0.11% +80 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 7,089 $392K 0.17% -7,207 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 7,018 $388K 0.2% -585 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 6,900 $381K 0.06% -1,100 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,770 $374K 0.02% +1,987 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 5,621 $361K 0.01% -651 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 6,405 $354K 0.03% +1,303 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 6,212 $343K 0.01% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 6,100 $337K 0.16% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 6,051 $334K <0.01% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 6,039 $334K <0.01% +235 13F-HR Timeline Group FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 6,000 $332K 0.03% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 5,964 $330K 0.11% new 13F-HR/A Timeline Numerai GP LLC More: the full row for Numerai GP LLC 5,959 $329K 0.05% new 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 5,890 $326K 0.03% +990 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 5,903 $325K <0.01% 0 13F-HR Timeline Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 5,842 $322K <0.01% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,744 $317K 0.02% new 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 5,616 $310K 0.23% 0 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 5,610 $310K 0.18% -1,440 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 5,502 $304K 0.04% -4,668 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,224 $289K <0.01% +818 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 5,110 $282K <0.01% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5,093 $281K 0.03% -1,106 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,086 $281K 0.02% +94 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 4,995 $276K 0.02% -145 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 4,872 $269K 0.18% 0 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 4,855 $268K 0.1% -166 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 4,850 $268K 0.05% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,796 $267K 0.02% +6 13F-HR/A Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,729 $261K 0.01% -249 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,627 $256K <0.01% -805 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 4,557 $252K 0.18% -38 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,488 $248K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,472 $247K <0.01% +141 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 4,390 $243K 0.03% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,389 $243K 0.01% +304 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,344 $242K <0.01% -10,900 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,326 $239K 0.01% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,158 $235K 0.01% +41 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,156 $231K 0.04% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,142 $229K <0.01% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 4,016 $222K <0.01% +682 13F-HR Timeline Group Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 4,002 $221K <0.01% -6,290 13F-HR Timeline Group Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 3,985 $221K 0.01% 0 13F-HR/A Timeline Group Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 3,977 $220K 0.08% new 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 3,945 $218K 0.07% new 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 3,944 $218K 0.02% -42,152 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,938 $218K 0.09% new 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 3,900 $216K 0.22% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,821 $214K 0.02% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,850 $213K 0.06% new 13F-HR/A Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 3,765 $208K 0.03% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,350 $185K <0.01% -37 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 3,275 $181K 0.05% +199 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3,200 $177K 0.03% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,065 $169K <0.01% +1,122 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,955 $163K 0.1% +213 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 2,700 $149K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,383 $132K <0.01% -44,794 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 2,319 $128K <0.01% +386 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,165 $120K 0.01% +649 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,084 $115K <0.01% +285 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,039 $113K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,940 $107K 0.01% -278 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,878 $104K <0.01% +11 13F-HR Timeline Group North Capital, Inc. More: the full row for North Capital, Inc. 1,707 $94.3K 0.08% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,609 $88.9K <0.01% +1 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,597 $88.3K 0.06% -5,939 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,543 $85.3K <0.01% +332 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,371 $75.8K 0.02% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,350 $74.6K 0.02% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,300 $71.9K 0.01% 0 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,075 $59.4K 0.01% -100 13F-HR Timeline City State Bank More: the full row for City State Bank 1,055 $58.3K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,033 $57.1K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,009 $55.8K <0.01% -685 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,000 $55.3K <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,000 $55.3K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 996 $55K 0.02% new 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 912 $50K <0.01% +3 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 887 $48.8K 0.01% +13 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 863 $47.7K <0.01% -140 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 750 $41.5K 0.02% -1,745 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 735 $40.6K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 700 $38.7K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 700 $38.7K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 684 $37.8K <0.01% -1,368 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 652 $36K <0.01% +352 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 650 $35.9K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 650 $35.9K <0.01% 0 13F-HR Timeline Group Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 601 $33.2K 0.04% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 501 $27K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 469 $26.1K 0.02% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 449 $25K <0.01% +7 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 450 $24.9K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 436 $24.1K <0.01% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 402 $22.2K 0.02% -147 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 400 $22.1K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 395 $21.8K <0.01% +26 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 393 $21.7K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 368 $20.3K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 350 $19.3K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 322 $17.8K <0.01% +48 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 300 $16.6K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 270 $14.9K 0.05% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 250 $13.8K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 250 $13.8K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 245 $13.5K <0.01% 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 199 $11.2K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 200 $11.1K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 200 $11.1K <0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 200 $11.1K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 198 $10.9K <0.01% -117 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 195 $10.8K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GAMMA Investing LLC More: the full row for GAMMA Investing LLC 190 $10.5K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 180 $9.95K <0.01% +64 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 178 $9.9K <0.01% +66 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 170 $9K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 145 $8.01K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 142 $7.85K <0.01% -96 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 142 $7.85K <0.01% 0 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 125 $7K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 122 $6.74K <0.01% -41 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 120 $6.63K <0.01% -443 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 100 $6K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 100 $6K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 100 $5.53K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 100 $5.53K <0.01% 0 13F-HR Timeline