MAI Capital Management More: the full row for MAI Capital Management 786 $427K <0.01% +178 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 785 $427K 0.19% 0 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 769 $418K 0.09% -30 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 766 $417K 0.01% 0 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 765 $416K <0.01% +97 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 756 $411K 0.02% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 748 $407K <0.01% new 13F-HR Timeline Group WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC More: the full row for WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 748 $407K <0.01% -75,220 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 747 $406K 0.01% -119 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 724 $394K <0.01% +39 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 721 $392K <0.01% -700 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 719 $391K 0.02% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 715 $389K 0.01% -29 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 710 $386K 0.01% -2 13F-HR/A Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 707 $385K <0.01% 0 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 700 $381K 0.14% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 695 $378K 0.17% 0 13F-HR/A Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 694 $377K <0.01% +128 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 689 $375K <0.01% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 683 $372K 0.07% +208 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 682 $371K <0.01% -30 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 679 $369K <0.01% new 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 671 $365K <0.01% -12 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 670 $364K <0.01% +60 13F-HR Timeline Group apricus wealth, LLC More: the full row for apricus wealth, LLC 653 $355K 0.17% -145 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 650 $354K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 635 $345K 0.02% +49 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 635 $345K 0.01% -129 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 626 $340K <0.01% -6 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 612 $333K <0.01% +43 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 612 $333K 0.1% +108 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 612 $333K 0.1% -405 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 609 $331K 0.09% 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 571 $330K 0.01% +125 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 600 $326K 0.04% 0 13F-HR Timeline Group SPROTT INC. More: the full row for SPROTT INC. 596 $324K 0.01% +8 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 583 $317K 0.01% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 581 $316K 0.01% +50 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 579 $315K <0.01% +5 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 570 $310K 0.04% -2 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 569 $309K <0.01% +34 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 565 $307K 0.02% +35 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 562 $306K 0.01% -2,973 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 555 $302K 0.03% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 554 $301K 0.01% +60 13F-HR Timeline American Trust More: the full row for American Trust 562 $299K 0.03% +176 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 539 $298K <0.01% +113 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 528 $287K <0.01% +45 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 523 $284K 0.15% +52 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 519 $282K <0.01% -5 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 510 $277K 0.01% -1 13F-HR Timeline Group CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 508 $276K 0.01% +4 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 507 $276K 0.11% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 505 $275K <0.01% -684 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 500 $272K <0.01% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 500 $272K 0.01% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 500 $272K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 499 $271K <0.01% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 498 $271K <0.01% new 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 498 $271K 0.01% -176 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 497 $270K 0.11% -113 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 494 $268K 0.03% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 487 $265K 0.01% -40 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 486 $264K 0.06% -17 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 486 $264K 0.01% +27 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 484 $263K <0.01% -264 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 483 $263K <0.01% +14 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 479 $261K <0.01% -42 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 476 $259K 0.04% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 475 $258K 0.01% +37 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 473 $257K 0.01% -17 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 462 $251K 0.15% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 461 $251K 0.01% +7 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 466 $248K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 451 $245K 0.02% +10 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 450 $245K new Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 450 $245K 0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 443 $241K <0.01% +33 13F-HR/A Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 440 $239K <0.01% new 13F-HR Timeline Group UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 435 $237K 0.01% 0 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 435 $237K <0.01% -711 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 431 $234K 0.04% -10 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 427 $232K 0.02% 0 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 427 $232K 0.01% -1 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 425 $231K 0.02% +214 13F-HR Timeline Group Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 425 $231K 0.24% -100 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 419 $228K 0.03% +5 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 400 $223K 0.01% +37 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 409 $222K 0.14% +12 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 407 $221K 0.02% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 406 $221K 0.05% +9 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 404 $220K 0.02% +244 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 400 $218K <0.01% -818 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 395 $215K 0.01% +35 13F-HR/A Timeline Group EWA, LLC More: the full row for EWA, LLC 395 $215K 0.05% -2 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 393 $214K 0.01% +30 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 392 $213K 0.08% new 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 390 $212K 0.14% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 388 $211K 0.01% -16 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 387 $210K 0.07% -86 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 385 $209K <0.01% new 13F-HR Timeline Group GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 385 $209K <0.01% -558 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 380 $207K 0.2% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 389 $206K 0.01% -82 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 330 $179K 0.02% -1 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 307 $167K <0.01% +57 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 306 $166K <0.01% +6 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 301 $164K 0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 273 $148K 0.01% -1 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 261 $142K 0.02% -13 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 241 $131K 0.05% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 225 $122K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 203 $110K <0.01% -19 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 199 $108K 0.06% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 199 $108K 0.04% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 198 $108K <0.01% +85 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 170 $92.8K <0.01% +25 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 170 $92.5K 0.03% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 165 $89.7K 0.02% +55 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 161 $87.6K 0.1% -45 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 159 $86.5K <0.01% -64 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 158 $85.9K <0.01% +29 13F-HR Timeline Group STEPH & CO More: the full row for STEPH & CO 158 $85.9K 0.02% +60 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 132 $71.8K <0.01% +18 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 118 $64.2K 0.01% +46 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 116 $63.1K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 114 $62K 0.04% -82 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 108 $58.7K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 104 $56.6K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 102 $55.5K <0.01% +12 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 94 $51.1K 0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 90 $48.9K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Riverview Trust Co More: the full row for Riverview Trust Co 90 $48.9K 0.06% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 123 $45.1K 0.01% -108 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 82 $44.6K <0.01% +47 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 80 $43.5K <0.01% +5 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 78 $42.4K <0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 76 $41.3K <0.01% +3 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 75 $40.8K <0.01% -100 13F-HR Timeline Quarry LP More: the full row for Quarry LP 73 $39.7K 0.01% -11 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 68 $37K 0.01% +4 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 65 $35.4K <0.01% new 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 63 $34.3K <0.01% +39 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 62 $33.7K <0.01% 0 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 61 $33.2K 0.01% 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 60 $32.6K 0.01% +4 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 49 $26.6K <0.01% +47 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 49 $26.6K 0.01% +5 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 48 $26.1K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 50 $25.7K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 47 $25.6K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 45 $24.5K 0.01% 0 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 45 $24.5K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 44 $23.9K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 44 $23.9K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 40 $21.8K <0.01% -10 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 40 $21.8K <0.01% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 35 $19K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 34 $18.5K <0.01% +2 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 34 $18.5K <0.01% +33 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 33 $17.9K 0.01% -3 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 32 $17.4K 0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 32 $17.4K <0.01% +12 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 31 $16.9K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 31 $16.9K 0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 30 $16.3K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 29 $15.8K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 28 $15.2K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 27 $14.7K 0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 27 $14.7K <0.01% -788 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 25 $13.6K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 25 $13.6K 0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 24 $13.1K <0.01% +11 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 23 $13K <0.01% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 23 $12.5K 0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 23 $12.5K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 22 $12.3K <0.01% -8 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 21 $11.4K <0.01% -6 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 21 $11.4K <0.01% 0 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 20 $10.9K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 20 $10.9K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 20 $10.9K <0.01% 0 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 19 $10.3K 0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 17 $9.25K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 16 $9.15K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 16 $8.7K <0.01% +3 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 16 $8.7K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 15 $8.16K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 13 $7.07K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 13 $7.07K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 13 $7.07K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 13 $7.07K <0.01% +1 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 13 $7.07K <0.01% -250 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 12 $6.53K <0.01% -567 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 12 $6.53K <0.01% 0 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 12 $6.53K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 11 $5.98K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 9 $5.18K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 9 $4.89K <0.01% +2 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 9 $4.89K <0.01% 0 13F-HR Timeline