PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,356 $217K 0.02% +90 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,352 $217K 0.01% -58 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,347 $216K 0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,334 $215K <0.01% +157 13F-HR/A Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,340 $215K 0.01% +83 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,341 $215K 0.08% -1,683 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,336 $214K 0.1% -357 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,336 $214K 0.06% -574 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,339 $214K 0.04% -28 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,325 $212K <0.01% new 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 1,307 $210K 0.1% +4 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,300 $208K 0.03% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,297 $208K 0.02% +91 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,284 $206K 0.07% +146 13F-HR Timeline OneAscent Investment Solutions LLC in group OneAscent Financial Services … More: the full row for OneAscent Investment Solutions LLC 1,276 $204K 0.24% 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,269 $203K 0.03% -17 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 1,259 $202K 0.03% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,118 $199K 0.04% +1,005 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,244 $199K 0.01% 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,202 $193K 0.01% +26 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,000 $160K 0.03% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 993 $159K <0.01% +105 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 993 $159K <0.01% -17 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 990 $159K 0.02% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 924 $148K <0.01% -710 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 910 $146K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 888 $144K <0.01% +207 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 874 $140K 0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 862 $138K 0.03% -105 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 841 $135K 0.07% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 824 $133K 0.01% +45 13F-HR Timeline Quarry LP More: the full row for Quarry LP 826 $132K 0.03% +552 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 793 $127K <0.01% -153 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 762 $122K 0.03% 0 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 744 $119K <0.01% +28 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 715 $115K <0.01% -32 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 704 $113K 0.01% +588 13F-HR Timeline Group HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 689 $110K 0.06% -14 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 658 $105K 0.01% +19 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 653 $103K <0.01% -310 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 636 $102K 0.01% 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 583 $93.4K 0.03% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 565 $90.5K <0.01% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 556 $89.1K 0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 556 $88.9K 0.01% +255 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 537 $86K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 534 $85.6K <0.01% +86 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 529 $84.6K 0.02% +134 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 522 $83.7K <0.01% -99 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 514 $82.4K 0.02% -205 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 502 $80.5K <0.01% -9 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 500 $80.1K 0.01% 0 13F-HR Timeline Group Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 499 $80K 0.16% -22 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 494 $79.2K 0.06% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 476 $76.3K 0.01% -8 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 472 $75.7K <0.01% -139 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 450 $72.1K <0.01% 0 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 401 $71.7K 0.02% -627 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 429 $68.8K <0.01% +199 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 429 $68.8K 0.03% +10 13F-HR Timeline Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 410 $65.8K <0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 395 $63.3K 0.01% 0 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 394 $63.1K 0.05% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 389 $62.3K <0.01% +169 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 384 $62K 0.04% +220 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 410 $60.8K <0.01% +221 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 374 $59.9K <0.01% -344 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 369 $58.6K <0.01% +186 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 386 $57K 0.04% -115 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 336 $53.8K <0.01% -142 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 333 $53.4K 0.03% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 327 $52.4K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 315 $50.5K 0.01% -58 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 310 $49.7K <0.01% +72 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 304 $48.7K 0.05% -53 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 289 $46K <0.01% new 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 286 $45.8K 0.01% +62 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 266 $42.6K <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 264 $42.3K 0.01% -3,443 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 263 $42.1K 0.01% +56 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 262 $42.1K 0.01% -25 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 253 $40.5K 0.01% -1,193 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 250 $40.1K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 240 $38.5K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 232 $37.2K 0.01% 0 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 220 $35.3K 0.03% -160 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 215 $34.5K 0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 214 $34.3K 0.01% -105 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 200 $32.1K <0.01% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 200 $32.1K 0.02% 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 191 $30.6K 0.01% new 13F-HR/A Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 189 $30.3K <0.01% -602 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 188 $30.1K 0.02% -66 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 184 $29.5K <0.01% -647 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 173 $27.7K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 170 $27K <0.01% +75 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 160 $25.9K 0.01% +3 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 161 $25.8K <0.01% new 13F-HR/A Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 160 $25.6K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 160 $25.6K <0.01% 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 155 $24.8K <0.01% -8 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 155 $24.8K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 150 $24.3K 0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 149 $23.9K <0.01% +133 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 145 $23.2K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 144 $23.1K <0.01% -11 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 142 $22.8K 0.02% +134 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 128 $20.7K <0.01% -710 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 129 $20.7K <0.01% -436 13F-HR Timeline Group Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 119 $19.3K 0.01% -279 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 120 $19.2K <0.01% new 13F-HR Timeline Group Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 119 $19.1K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 114 $18.3K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 112 $17.9K <0.01% +3 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 107 $17.1K <0.01% -2 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 105 $16.8K <0.01% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 103 $16.5K <0.01% -2 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 100 $16K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $16K 0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 102 $16K <0.01% +1 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 97 $15.5K <0.01% +78 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 96 $15.4K <0.01% 0 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 95 $15.2K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 98 $15K <0.01% +26 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 94 $15K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 93 $14.9K <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 92 $14.7K <0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 86 $13.8K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 80 $12.8K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 79 $12.7K <0.01% +6 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 79 $12.7K <0.01% +17 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 78 $12.5K <0.01% 0 13F-HR/A Timeline Riverview Trust Co More: the full row for Riverview Trust Co 77 $12.3K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 75 $12K 0.01% -58 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 75 $12K 0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 72 $11.5K <0.01% -7 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 72 $11.5K <0.01% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 69 $11K <0.01% -20 13F-HR Timeline Group STEPH & CO More: the full row for STEPH & CO 68 $10.9K <0.01% +16 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 66 $10.6K <0.01% +62 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 63 $10K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 60 $9.62K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 60 $9.62K <0.01% +23 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 58 $9.29K <0.01% +1 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 53 $8.54K <0.01% +28 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 52 $8.33K 0.04% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 51 $8.17K <0.01% +39 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 50 $7.97K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 47 $7.53K <0.01% -10 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 42 $6.73K <0.01% +16 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 41 $6.59K <0.01% -12 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 38 $6.09K <0.01% 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 35 $6K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 34 $6K <0.01% new 13F-HR Timeline Group Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 36 $5.82K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 36 $5.77K <0.01% new 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 34 $5.45K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 33 $5.29K <0.01% +6 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 33 $5.29K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 32 $5.1K <0.01% -3 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 30 $4.81K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 28 $4.49K <0.01% +22 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 28 $4.49K <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 27 $4.36K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 25 $4.01K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 26 $4K <0.01% -17 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 23 $4K <0.01% +14 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 23 $3.69K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 22 $3.53K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 20 $3.22K <0.01% -6 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 20 $3.21K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 20 $3.21K <0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 19 $3.04K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 18 $2.88K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 17 $2.79K <0.01% -3 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 18 $2.79K <0.01% +15 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 17 $2.72K <0.01% -556 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 16 $2.56K <0.01% +2 13F-HR Timeline CNB Bank More: the full row for CNB Bank 16 $2.56K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 15 $2.41K <0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 15 $2.4K <0.01% -5 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 15 $2.4K <0.01% -5 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 14 $2.24K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 14 $2.24K <0.01% +6 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 13 $2.08K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 13 $2.08K <0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 13 $2.08K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 13 $2.08K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 16 $2K <0.01% +1 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 12 $1.95K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 12 $1.95K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 12 $1.84K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 10 $1.6K <0.01% +6 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 9 $1.44K <0.01% 0 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 9 $1.44K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 9 $1.44K <0.01% 0 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 8 $1.28K <0.01% -6 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 7 $1.12K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5 $1K <0.01% +2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 6 $962 <0.01% new 13F-HR Timeline