Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,565 $468K 0.02% -493 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,560 $466K <0.01% 0 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,549 $463K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,529 $457K 0.01% +38 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,506 $450K <0.01% +101 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 1,506 $450K 0.02% +25 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,479 $442K <0.01% -20 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,478 $442K 0.02% +255 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,468 $439K 0.01% -105 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 1,460 $436K 0.02% 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 1,450 $433K 0.27% 0 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 1,443 $431K <0.01% +283 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 1,425 $426K 0.03% +354 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,416 $423K 0.01% +129 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 1,369 $409K <0.01% +181 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 1,365 $408K 0.02% +11 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 1,352 $404K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 1,350 $403K <0.01% -226 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,341 $401K 0.01% +104 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 1,319 $394K <0.01% 13F-HR/A Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,310 $391K <0.01% +7 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,309 $391K 0.01% -6 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 1,306 $390K <0.01% -186 13F-HR Timeline Group ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 1,296 $387K 0.01% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,288 $385K 0.01% -47 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,274 $381K 0.07% +8 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 1,270 $379K 0.01% -245 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,267 $379K 0.03% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,262 $377K 0.01% -253 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 1,246 $372K <0.01% -2,293 13F-HR Timeline S&CO INC More: the full row for S&CO INC 1,200 $358K 0.02% 0 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 1,179 $352K 0.07% new 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. 1,159 $346K 0.02% 0 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,158 $346K <0.01% -1,969 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,147 $343K 0.01% +109 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 1,115 $334K 0.01% -1,840 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,114 $333K 0.02% -243 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,107 $331K 0.01% -17 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,107 $331K 0.02% -34 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,100 $329K 0.01% 0 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1,100 $329K 0.08% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,092 $327K <0.01% +1,031 13F-HR Timeline Group LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 1,075 $321K <0.01% 0 13F-HR Timeline Group WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 1,074 $321K 0.06% +42 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,056 $315K 0.01% -105 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 1,054 $315K 0.06% -3 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,043 $312K 0.01% +261 13F-HR Timeline TradeLink Capital LLC More: the full row for TradeLink Capital LLC 1,043 $312K 3.07% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,030 $308K 0.01% -60 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,025 $306K 0.02% -97 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,009 $301K 0.01% +28 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,000 $299K 0.03% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,000 $299K 0.03% 0 13F-HR Timeline Hartree Partners, LP More: the full row for Hartree Partners, LP 1,000 $299K 0.06% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 988 $295K <0.01% +197 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 993 $291K <0.01% +134 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 969 $289K <0.01% +210 13F-HR Timeline Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 964 $289K 0.03% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 964 $288K 0.05% new 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 924 $287K 0.06% -47 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 949 $284K 0.01% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 947 $283K <0.01% new 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 930 $283K 0.01% +146 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 943 $282K 0.1% -21 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 938 $280K <0.01% -10 13F-HR/A Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 928 $277K <0.01% -10 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 924 $276K 0.05% -65 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 900 $269K 0.02% 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 900 $269K 0.04% 0 13F-HR Timeline First National Advisers, LLC in group FIRST NATIONAL BANK OF OMAHA More: the full row for First National Advisers, LLC 900 $269K 0.04% 0 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 887 $265K <0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 873 $261K 0.02% 0 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 853 $260K 0.06% -310 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 857 $256K <0.01% +2 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 845 $252K <0.01% +5 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 840 $251K 0.02% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 835 $249K 0.01% -51 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 822 $246K 0.06% -221 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 822 $246K 0.01% -50 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 810 $242K 0.01% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 797 $238K 0.02% -100 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 789 $236K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 800 $236K <0.01% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 785 $235K 0.01% -178 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 785 $235K 0.01% +3 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 782 $234K <0.01% +74 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 810 $233K <0.01% +11 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 778 $232K <0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 777 $232K 0.02% new 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 776 $232K 0.05% new 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 768 $229K 0.18% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 767 $229K 0.03% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 764 $228K <0.01% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 757 $226K 0.01% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 753 $225K 0.02% -238 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 751 $224K 0.07% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 720 $215K 0.01% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 715 $214K 0.01% -229 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 707 $211K 0.01% new 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 705 $211K 0.02% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 696 $208K <0.01% new 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 696 $208K 0.01% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 692 $207K <0.01% -265 13F-HR Timeline Group Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 686 $205K 0.02% new 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 681 $203K 0.04% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 676 $202K <0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 640 $191K 0.02% +120 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 627 $187K 0.01% -721 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 595 $178K new Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 583 $174K <0.01% -85 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 576 $172K 0.05% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 561 $168K <0.01% -8 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 542 $162K 0.01% 0 13F-HR Timeline Group Axxion S.A. More: the full row for Axxion S.A. 537 $160K 0.01% 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 534 $160K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 525 $157K <0.01% -114 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 504 $151K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 488 $146K <0.01% -921 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 467 $136K 0.03% +2 13F-HR Timeline Quarry LP More: the full row for Quarry LP 453 $135K 0.02% -102 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 432 $129K <0.01% +2 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 406 $121K 0.02% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 405 $121K 0.02% 0 13F-HR Timeline Ares Systematic Credit Ltd More: the full row for Ares Systematic Credit Ltd 405 $121K 0.07% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 347 $104K 0.01% +29 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 338 $101K 0.03% 0 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 338 $101K 0.06% +122 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 330 $98.6K 0.03% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 320 $95.6K 0.01% -322 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 319 $95.3K 0.01% +135 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 310 $92.6K <0.01% 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 279 $83.4K <0.01% -2 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 261 $78K <0.01% -181 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 248 $74.1K <0.01% -40 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 241 $72K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 238 $71.4K <0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 221 $66K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 220 $65.7K <0.01% +2 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 216 $64.6K <0.01% -8 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 212 $63.3K 0.01% new 13F-HR/A Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 212 $63.3K 0.01% +17 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 200 $58.1K 0.01% 0 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 193 $57.7K 0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 184 $55K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 182 $54.4K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 182 $54.4K <0.01% +5 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 177 $52.9K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 175 $52.3K <0.01% -27 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 143 $42.7K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 132 $39.4K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 130 $38.7K <0.01% -9 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 119 $35.6K <0.01% 0 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 111 $33.2K 0.01% -4 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 104 $31.1K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 100 $29.9K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 90 $26.9K <0.01% +5 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 86 $25.7K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 84 $24.4K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 80 $23.9K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 74 $22.1K <0.01% 0 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 70 $20.9K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 69 $20.6K <0.01% +17 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 67 $20K <0.01% +35 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 67 $19.9K <0.01% -4 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 66 $19.7K <0.01% -35 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 65 $19.4K <0.01% +1 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 65 $19.4K 0.01% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 64 $19.1K <0.01% +16 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 62 $18.5K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 62 $18.5K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 60 $17.9K <0.01% +5 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 58 $17.3K <0.01% 0 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 46 $13.8K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 46 $13.7K <0.01% -11 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 45 $13.4K <0.01% +1 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 44 $13.1K <0.01% -1 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 43 $12.8K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 41 $12.2K <0.01% +5 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 41 $12.2K 0.01% +39 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 41 $11.4K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 36 $11K 0.01% -650 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 35 $10.5K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 34 $10.2K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 34 $10.2K <0.01% +3 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 30 $8.96K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 29 $8.66K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 29 $8.66K <0.01% +20 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 26 $7.77K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 24 $7.17K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 22 $6.57K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 20 $5.97K <0.01% -28 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 18 $5.38K <0.01% +5 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 18 $5.38K <0.01% +13 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 16 $4.78K <0.01% +5 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 16 $4.78K <0.01% +7 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 16 $4.78K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 16 $4.78K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 15 $4.48K <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 15 $4.48K <0.01% new 13F-HR/A Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 13 $3.88K <0.01% 0 13F-HR Timeline