Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,578 $248K <0.01% +113 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 7,566 $248K <0.01% -509 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 7,536 $247K <0.01% -2,624 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 7,526 $246K 0.03% -3,937 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 7,479 $245K 0.75% +2,155 13F-HR Timeline 111 Capital More: the full row for 111 Capital 7,427 $243K 0.06% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 7,290 $239K 0.02% -7,129 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 7,242 $237K 0.09% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 7,113 $233K <0.01% +157 13F-HR Timeline Group MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 7,111 $233K 0.02% +1,711 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 7,087 $232K 0.05% -1,709 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 6,983 $229K 0.01% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 6,956 $228K 0.03% -425 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,922 $227K 0.01% -10,844 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 6,912 $226K 0.25% -166 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 6,864 $225K 0.09% -1,175 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 6,855 $224K 0.01% +3,345 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,809 $223K <0.01% +250 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,557 $223K 0.02% +483 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,767 $222K <0.01% +2,459 13F-HR Timeline Group GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 6,706 $220K <0.01% -3,847 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,689 $219K <0.01% +744 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 6,683 $219K 0.02% +199 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 6,554 $215K 0.05% -1,534 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 6,544 $214K 0.1% -1,296 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6,496 $213K <0.01% -192 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 6,466 $212K 0.02% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 6,464 $212K 0.06% -5,061 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 6,356 $208K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,508 $207K 0.01% +3,640 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,308 $207K 0.01% +330 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 6,277 $206K 0.22% 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 6,283 $206K 0.03% +561 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 6,192 $203K 0.09% 0 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 6,183 $202K 0.01% -917 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,165 $202K 0.01% +317 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 6,137 $201K 0.02% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 5,956 $195K 0.04% -4,677 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 5,793 $190K 0.03% +4,291 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 5,489 $180K <0.01% -1,323 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 5,368 $176K <0.01% +1,265 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,293 $173K 0.01% -164 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 5,000 $164K 0.08% 0 13F-HR Timeline Group PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 5,000 $164K 0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,908 $161K <0.01% +301 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 4,867 $159K 0.02% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,820 $158K 0.01% +4,575 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 4,622 $151K 0.01% -2,184 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 4,600 $151K 0.01% -640 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 4,424 $145K 0.03% +2,224 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 4,397 $144K <0.01% +305 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,253 $139K -6,072 Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,981 $130K 0.01% -116 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 3,715 $122K 0.03% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,849 $112K 0.04% -1,506 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,326 $109K 0.01% -268 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3,224 $106K 0.01% +1,087 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,038 $99.5K <0.01% +139 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,029 $99.2K <0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,779 $90K <0.01% +96 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,457 $80.4K <0.01% -352 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,332 $76.3K <0.01% -1,036 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,313 $75.7K <0.01% -472 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 2,361 $75.6K <0.01% +2,361 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,208 $72.3K 0.01% -106 13F-HR Timeline Group Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 2,188 $69.6K 0.01% +317 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,000 $65.5K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,818 $59.5K <0.01% -269 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,791 $58.6K 0.02% +145 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,751 $57.3K 0.03% +12 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,598 $52.3K 0.01% -260 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 1,598 $52.3K 0.03% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,530 $50.1K 0.01% +792 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,482 $49K 0.03% -1,892 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,467 $48K +267 Timeline Intesa Sanpaolo S.p.A. group of 2 filers holding More: the full row for Intesa Sanpaolo S.p.A. 1,462 $47.9K -263,707 Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,415 $46.3K <0.01% +5 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,405 $46K <0.01% -539 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,345 $44K 0.02% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,341 $44K <0.01% -43 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,283 $43.5K 0.03% -239 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,321 $43.2K <0.01% -175 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 1,200 $39.3K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,173 $38.4K 0.03% +322 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,128 $38.2K <0.01% -1,532 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 1,163 $38.1K <0.01% -48,031 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,058 $34.6K 0.04% -50 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,048 $34.3K <0.01% -224 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,020 $33.4K <0.01% -14 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,000 $32.7K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 978 $32K <0.01% -174 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 931 $30.5K <0.01% -219 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 891 $29.2K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 868 $28.4K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 852 $27.9K 0.02% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 778 $27.5K <0.01% +68 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 492 $26.4K <0.01% +13 13F-HR Timeline BAYBAN More: the full row for BAYBAN 800 $26.2K 0.02% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 821 $26K 0.01% +129 13F-HR/A Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 764 $25.9K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 753 $24.7K <0.01% +53 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 731 $23.9K 0.01% -80 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 690 $22.6K <0.01% -134 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 688 $22.5K <0.01% +388 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 670 $21.9K <0.01% +558 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 669 $21.9K <0.01% -94 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 604 $19.8K 0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 597 $19.5K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 593 $19.4K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 560 $18.3K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. City State Bank More: the full row for City State Bank 550 $18K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 337 $17.9K <0.01% +57 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 539 $17.6K <0.01% -80 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 506 $16.6K <0.01% +130 13F-HR Timeline Brooklands Fund Management Ltd More: the full row for Brooklands Fund Management Ltd 15 $16.2K 0.02% new 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 503 $16K <0.01% 0 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 472 $15.5K <0.01% -277 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 448 $14.7K <0.01% +12 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 395 $13.9K <0.01% -98 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 406 $13.3K <0.01% 0 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 371 $12.1K <0.01% -172 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 371 $12.1K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 369 $12.1K 0.01% +86 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 372 $12K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 364 $11.9K <0.01% new 13F-HR/A Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 358 $11.7K <0.01% -5,153 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 338 $11.1K <0.01% -840 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 322 $10.5K <0.01% -229 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 307 $10.1K <0.01% +18 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 305 $9.99K <0.01% -201 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 304 $9.95K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 297 $9.72K <0.01% -13 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 296 $9.69K 0.01% -11 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 286 $9.36K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 268 $8.78K <0.01% -257 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 269 $8.67K <0.01% -561,322 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 260 $8.51K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 236 $8.35K <0.01% -267 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 254 $8.32K <0.01% -866 13F-HR Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 240 $7.86K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 239 $7.83K <0.01% new 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 215 $7.04K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 202 $7K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 204 $6.68K <0.01% -30 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 201 $6.58K <0.01% new 13F-HR/A Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 197 $6.45K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 197 $6.45K <0.01% +18 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 196 $6.42K <0.01% -34 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 186 $6.09K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 185 $6.06K <0.01% +2 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 177 $5.79K <0.01% -259 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 170 $5.57K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 169 $5.53K <0.01% +55 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 160 $5.24K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 160 $5.24K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 154 $5.04K <0.01% -18 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 153 $5.01K <0.01% -122 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 149 $4.87K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 133 $4.51K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 134 $4.39K <0.01% +87 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 123 $4.18K <0.01% +25 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 150 $4K <0.01% -41 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 121 $3.96K <0.01% -469 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 120 $3.93K <0.01% +37 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 116 $3.8K <0.01% +53 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 114 $3.73K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 112 $3.67K <0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 110 $3.6K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 106 $3.47K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 105 $3.44K <0.01% -1,609 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 105 $3.44K <0.01% new 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 101 $3.31K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 100 $3.27K <0.01% +71 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 100 $3.27K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 99 $3.24K <0.01% -173 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 88 $2.88K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 88 $2.88K <0.01% -4 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 87 $2.85K <0.01% -36 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 86 $2.82K <0.01% 0 13F-HR Timeline Group Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 72 $2.76K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 84 $2.75K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 84 $2.75K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 82 $2.69K <0.01% -302 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 82 $2.69K <0.01% -4 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 82 $2.69K <0.01% -4 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 77 $2.52K <0.01% -2,100 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 75 $2.46K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 73 $2.39K <0.01% new 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 72 $2.36K <0.01% +9 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 70 $2.29K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 66 $2.16K <0.01% +1 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 50 $2K <0.01% 0 13F-HR Timeline Group RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 35 $1.97K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 60 $1.96K <0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 58 $1.9K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 57 $1.87K <0.01% +51 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 56 $1.83K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 52 $1.7K <0.01% +12 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 48 $1.57K <0.01% -13 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 47 $1.54K <0.01% 0 13F-HR Timeline