Wedmont Private Capital More: the full row for Wedmont Private Capital 582 $235K 0.01% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 573 $234K 0.01% -7,129 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 572 $234K 0.01% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 570 $233K 0.12% 0 13F-HR Timeline Group Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 569 $233K 0.09% +25 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 565 $231K 0.09% 0 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 563 $230K 0.13% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 558 $228K 0.01% 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 554 $226K <0.01% -52 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 553 $226K 0.01% +354 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 563 $226K 0.01% -23,329 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 550 $225K 0.01% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 549 $224K <0.01% -896 13F-HR/A Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 861 $223K 0.22% -220 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 541 $221K 0.18% 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 540 $221K 0.01% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 540 $221K <0.01% +430 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 536 $219K <0.01% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 531 $217K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 531 $217K <0.01% +248 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 529 $216K 0.08% new 13F-HR Timeline Group FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 522 $213K 0.04% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 521 $212K <0.01% +55 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 518 $212K <0.01% +18 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 518 $212K <0.01% -1,534 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 515 $211K 0.01% new 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 515 $211K 0.07% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 511 $209K 0.03% -3,645 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 504 $206K 0.01% new 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 503 $206K 0.13% new 13F-HR Timeline CLG LLC More: the full row for CLG LLC 502 $205K 0.06% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 498 $204K 0.01% -20 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 495 $202K 0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 494 $202K 0.01% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 502 $202K 0.09% -179 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 492 $201K <0.01% new 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 492 $201K 0.03% -2,320 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 492 $201K 0.08% new 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 491 $201K 0.01% new 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 491 $201K 0.04% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 491 $201K 0.03% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 465 $190K 0.18% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 451 $181K <0.01% -955 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 430 $176K 0.02% +2 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 421 $172K <0.01% -79 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 415 $170K <0.01% +282 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 402 $161K 0.01% -8 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 373 $152K 0.04% -1 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 365 $149K 0.01% -9 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 364 $149K 0.01% new 13F-HR/A Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 359 $147K <0.01% +218 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 324 $132K <0.01% +43 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 320 $131K 0.12% 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 318 $130K 0.03% +42 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 318 $130K 0.08% -24 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 306 $126K 0.07% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 292 $119K 0.07% +10 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 291 $119K 0.02% 0 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 284 $116K 0.01% new 13F-HR/A Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 273 $112K 0.03% +219 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 263 $108K <0.01% -1 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 263 $108K 0.02% +209 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 257 $105K 0.08% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 248 $101K <0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 243 $99.3K <0.01% -6 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 229 $93.6K 0.01% +10 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 227 $92.8K 0.01% +39 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 211 $86.3K 0.01% new 13F-HR/A Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 208 $85K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 204 $83.4K 0.04% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 195 $79.7K 0.01% +108 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 190 $77.7K <0.01% -25 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 185 $77.4K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 188 $76.9K 0.01% +11 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 184 $75K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 180 $73.6K 0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 169 $69.1K <0.01% +72 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 159 $65K <0.01% -16 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 160 $65K 0.01% +17 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 158 $64.6K <0.01% +1 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 157 $64K 0.01% -12 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 150 $61.3K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 149 $60.9K <0.01% 0 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 147 $60.1K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 146 $60K <0.01% +43 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 145 $59.3K <0.01% +56 13F-HR Timeline Group Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 144 $58.9K 0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 148 $58.3K 0.03% +100 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 140 $57.2K <0.01% +23 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 137 $56K <0.01% +7 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 133 $54K <0.01% -600 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 127 $51.9K 0.02% +107 13F-HR/A Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 126 $51.5K <0.01% -35 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 125 $51.1K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 111 $45.4K <0.01% +14 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 110 $45K <0.01% +1 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 110 $45K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 109 $44.6K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $40.9K 0.02% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 85 $34.7K 0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 83 $33.9K <0.01% 0 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 83 $33.9K 0.02% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 83 $33.9K 0.03% +66 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 82 $33.5K 0.02% 0 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 81 $33.1K 0.02% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 80 $32.7K <0.01% +7 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 79 $32.3K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 74 $30.3K <0.01% +1 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 72 $29.4K <0.01% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 69 $28.2K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 68 $27.8K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 66 $27K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 65 $26.6K <0.01% -20 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 65 $26.6K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 64 $26.2K <0.01% +61 13F-HR/A Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 63 $25.8K <0.01% 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 60 $24.5K <0.01% new 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 58 $23.7K 0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 58 $23.7K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 65 $22.3K <0.01% +58 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 54 $22.1K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 54 $22.1K <0.01% +20 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 51 $20.8K <0.01% +12 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 50 $20.4K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 50 $20.4K <0.01% +6 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 48 $19.6K <0.01% -5 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 48 $19.6K <0.01% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 51 $18.8K 0.01% 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 45 $18.4K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 45 $18.4K 0.01% -2 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 44 $18.4K 0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 40 $16.4K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 41 $16K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 39 $15.9K <0.01% -1 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 39 $15.9K 0.02% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 37 $15.1K <0.01% -26 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 35 $14.3K <0.01% -34 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 34 $13.9K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 34 $13.9K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 31 $12.7K <0.01% -1 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 30 $12.3K <0.01% -61 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 30 $12.3K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 30 $12.3K 0.01% -37 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 30 $12.3K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 28 $11.7K <0.01% +16 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 28 $11.4K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 28 $11.4K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 27 $11K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 28 $11K <0.01% +9 13F-HR/A Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 42 $10.9K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 26 $10.6K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 25 $10.2K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 24 $9.81K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 24 $9.81K <0.01% +14 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 24 $9.81K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 23 $9.48K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 22 $8.99K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 22 $8.99K <0.01% +4 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 21 $8.59K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 20 $8.18K <0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 20 $8.18K 0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 20 $8.18K 0.01% -2,332 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 20 $8.18K <0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 20 $8.18K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 20 $8.18K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 20 $8.18K <0.01% +1 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 20 $8.18K 0.01% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 18 $7.36K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 17 $6.95K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 17 $6.95K <0.01% -11 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 17 $6.95K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 16 $6.59K <0.01% +9 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 16 $6.54K <0.01% +8 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 16 $6.54K <0.01% +4 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 16 $6.54K <0.01% +5 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 16 $6.54K <0.01% 0 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 15 $6.13K 0.02% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 14 $5.72K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 14 $5.72K <0.01% -1 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 14 $5.72K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13 $5.32K <0.01% +1 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 13 $5.32K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 12 $5.06K <0.01% +2 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 19 $5.05K <0.01% -1 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 12 $4.91K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 12 $4.91K <0.01% -2 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 12 $4.91K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 11 $4.5K <0.01% new 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 10 $4.09K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 11 $4K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 9 $3.72K <0.01% -15 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 9 $3.68K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 9 $3.68K <0.01% 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 8 $3.27K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 8 $3.27K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8 $3.27K <0.01% -5 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 8 $3.27K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 8 $3.27K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 7 $2.86K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 7 $2.86K <0.01% new 13F-HR Timeline