SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 8,300 $684K 0.02% 0 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 8,271 $680K <0.01% new 13F-HR Timeline Group VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 8,259 $679K <0.01% -305 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 8,007 $658K 0.08% +404 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 7,997 $657K 0.32% +1,000 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 7,981 $656K 0.21% +429 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 7,867 $646K <0.01% +2,739 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 7,740 $636K <0.01% +4,668 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 7,711 $634K 0.04% +1,241 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 7,692 $632K <0.01% +439 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 7,633 $627K 0.01% +2,270 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 7,321 $602K <0.01% -1,832 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 7,284 $599K 0.01% -369 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,259 $597K <0.01% +861 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 7,206 $592K <0.01% +943 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 6,833 $562K <0.01% -29 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 6,644 $556K <0.01% -643 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 6,754 $555K <0.01% +1,543 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,734 $553K 0.03% -9,129 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 6,688 $550K <0.01% +2,084 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 6,346 $522K <0.01% -1,305 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 6,332 $520K <0.01% new 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 6,069 $499K <0.01% +640 13F-HR Timeline Group Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 6,000 $494K 0.13% 0 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 5,902 $485K <0.01% +977 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 5,719 $470K <0.01% -1,236 13F-HR Timeline Watershed Asset Management, L.L.C. More: the full row for Watershed Asset Management, L.L.C. 5,586 $459K 0.48% +820 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,487 $451K 0.01% +1,066 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 5,447 $448K <0.01% +1,072 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 5,353 $440K 0.04% -350 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,294 $435K 0.01% +1,946 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 5,150 $423K 0.01% -1,367 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 5,047 $415K 0.01% -4,542 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 4,988 $410K 0.07% new 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,980 $409K 0.02% +1 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 4,942 $406K 0.12% 0 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 4,900 $403K 0.02% new 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,763 $391K <0.01% new 13F-HR Timeline Group COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 4,701 $386K 0.02% +495 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 4,618 $380K <0.01% +225 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 4,418 $363K <0.01% +3,552 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,325 $356K 0.01% +405 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 4,213 $346K 0.01% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,189 $344K <0.01% -112 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,089 $336K 0.02% -1,609 13F-HR Timeline Factorial Partners, LLC More: the full row for Factorial Partners, LLC 4,000 $329K 0.24% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,999 $329K <0.01% +141 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,939 $324K 0.05% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,937 $324K 0.01% -55 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 3,880 $319K 0.18% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 3,879 $319K <0.01% +664 13F-HR/A Timeline Group Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 3,867 $318K 0.02% -18,393 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,740 $307K 0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,714 $305K <0.01% +724 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,615 $297K 0.01% -1,503 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 3,615 $297K 0.07% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,486 $286K 0.04% +138 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,483 $286K 0.01% -818 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 3,463 $285K 0.05% -631 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 3,409 $280K 0.12% new 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 3,390 $279K 0.03% +473 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 3,350 $275K <0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,347 $275K 0.01% -654 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 3,329 $274K <0.01% new 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,204 $263K 0.01% new 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 3,127 $257K 0.09% -1,668 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,092 $254K 0.03% +9 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 3,015 $248K 0.1% +1 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 2,963 $243K <0.01% -810 13F-HR Timeline Group Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 2,963 $243K <0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,952 $243K 0.03% +748 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,943 $242K <0.01% -209 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,927 $241K 0.1% 0 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 2,925 $240K 0.08% +526 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,918 $240K <0.01% new 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 2,918 $240K <0.01% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,897 $238K 0.03% +1 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,866 $236K <0.01% +2,641 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,839 $233K 0.03% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,818 $232K 0.07% -7,899 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,703 $228K 0.02% -204 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,742 $225K 0.04% -155 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 2,739 $225K 0.02% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,547 $223K 0.01% 0 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 2,700 $222K 0.19% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,663 $219K <0.01% -17,082 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 2,626 $216K 0.01% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,568 $211K 0.03% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,556 $210K 0.01% -681 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,513 $206K 0.01% new 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 2,471 $203K <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) 2,420 $199K 0.01% -8,069 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,080 $171K <0.01% +16 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,062 $169K <0.01% +3 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,901 $156K 0.02% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,845 $152K <0.01% -1,409 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 1,816 $149K 0.01% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,765 $145K <0.01% +1,383 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,553 $128K <0.01% +129 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,494 $123K <0.01% +218 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,479 $122K <0.01% +279 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,343 $110K <0.01% new 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 1,316 $108K <0.01% -2 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,162 $95.5K 0.01% -1,168 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,123 $94.7K <0.01% -168 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,143 $93.9K <0.01% -1,000 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,106 $90.9K <0.01% -49 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,034 $85K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,032 $84.8K 0.01% +160 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 1,002 $82.3K 0.19% +2 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 971 $77.8K <0.01% +207 13F-HR Timeline Group Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 937 $77K <0.01% new 13F-HR/A Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 880 $72.3K <0.01% +53 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 868 $71.3K <0.01% +14 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 799 $65.7K <0.01% -31 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 798 $65.6K <0.01% +19 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 777 $63.9K <0.01% -15 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 740 $60.8K <0.01% +114 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 736 $60.5K <0.01% +74 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 701 $57.6K 0.01% -4,396 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 674 $55.4K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 653 $53.6K <0.01% +122 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 610 $50.1K <0.01% +31 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 609 $50.1K 0.01% 0 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 610 $50K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 608 $50K <0.01% +383 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 595 $48.9K 0.01% +130 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 580 $47.7K 0.01% +493 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 568 $46.7K <0.01% -10 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 566 $46.5K 0.04% -98 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 526 $43K <0.01% +203 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 453 $37.2K <0.01% -28 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 452 $37.1K <0.01% +159 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 391 $31.4K <0.01% +25 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 300 $24.7K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 295 $24.2K <0.01% +57 13F-HR/A Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 232 $19.1K 0.01% +165 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 226 $19K 0.01% -71 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 216 $17.8K <0.01% -79 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 194 $16.4K <0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 197 $16.2K 0.01% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 192 $15.8K <0.01% +1 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 177 $14.5K <0.01% +29 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 175 $14K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 148 $12.4K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 142 $11.7K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 139 $11.4K <0.01% 0 13F-HR/A Timeline SHP Wealth Management More: the full row for SHP Wealth Management 132 $10.9K <0.01% -12 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 126 $10.4K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 113 $9.29K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 83 $6.82K <0.01% +3 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 78 $6.41K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 74 $6K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 73 $6K <0.01% +41 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 72 $5.92K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 69 $5.67K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 68 $5.59K <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 64 $5.27K <0.01% -6 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 61 $5.01K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 50 $4.11K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 49 $3.93K <0.01% +46 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 46 $3.78K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 46 $3.77K <0.01% +5 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 39 $3.21K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 38 $3.09K <0.01% -33 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 36 $2.96K <0.01% new 13F-HR/A Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 29 $2.38K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 26 $2.16K <0.01% +25 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 24 $1.97K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 23 $1.92K <0.01% 0 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 23 $1.89K <0.01% +9 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 22 $1.85K <0.01% +14 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 22 $1.81K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 22 $1.81K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 20 $1.64K <0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 19 $1.56K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 16 $1.31K <0.01% +1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 16 $1.31K <0.01% +6 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 15 $1.25K <0.01% +1 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 14 $1.15K <0.01% -13 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 16 $1K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 12 $989 <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 11 $904 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 11 $904 <0.01% +3 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 9 $740 <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 9 $740 <0.01% -5,093 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 8 $659 <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 8 $657 <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7 $575 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 7 $575 <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 7 $575 <0.01% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 6 $493 <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3 $247 <0.01% new 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 2 $165 <0.01% 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 2 $164 <0.01% -5 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $83 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $83 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1 $82 <0.01% 0 13F-HR Timeline