PDS Planning, Inc More: the full row for PDS Planning, Inc 1,247 $218K 0.01% +295 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,239 $216K 0.02% +260 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,237 $216K 0.01% -201 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,236 $216K 0.02% 0 13F-HR Timeline Group Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,233 $215K 0.01% new 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 1,231 $215K 0.1% +3 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,229 $215K 0.02% +241 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 1,219 $213K 0.2% +212 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,216 $212K 0.02% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,212 $212K 0.03% -44 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,205 $210K 0.02% -141 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 1,200 $210K 0.13% -4 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,199 $209K 0.02% +91 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 1,197 $209K 0.04% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,171 $204K 0.01% new 13F-HR/A Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,170 $204K <0.01% -34 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 1,160 $203K 0.08% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,158 $202K 0.01% -4,645 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 1,153 $201K 0.1% +159 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,132 $198K 0.05% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,116 $195K 0.01% new 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,000 $175K 0.01% 0 13F-HR Timeline Firsthand Capital Management, Inc. More: the full row for Firsthand Capital Management, Inc. 1,000 $175K 0.37% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,000 $175K 0.09% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 992 $173K <0.01% +21 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 978 $171K 0.02% +467 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. 970 $169K <0.01% -11,984 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 967 $169K 0.01% -541 13F-HR/A Timeline TSFG, LLC More: the full row for TSFG, LLC 910 $159K 0.02% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 850 $148K 0.03% +100 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 847 $147K 0.12% +800 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 837 $146K 0.02% +260 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 820 $143K 0.07% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 789 $138K <0.01% -151 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 780 $136K 0.03% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 776 $135K 0.01% -30 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 774 $135K 0.02% +153 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 768 $134K <0.01% +25 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 750 $131K 0.03% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 741 $129K 0.03% +25 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 739 $129K <0.01% -188 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 739 $128K 0.01% -20 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 700 $122K 0.01% -74 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 670 $117K 0.1% -122 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 669 $117K <0.01% +18 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 667 $116K <0.01% +63 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 648 $113K 0.02% -11 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 620 $108K 0.06% +232 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 625 $108K 0.07% -22 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 607 $106K <0.01% +49 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 599 $105K 0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 594 $104K 0.05% +592 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. 581 $101K <0.01% new 13F-HR/A Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 584 $101K 0.02% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 577 $99.6K <0.01% +286 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 555 $96.9K 0.03% -45 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 543 $94.8K 0.01% +8 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 426 $92.3K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 466 $92.2K 0.01% +396 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 527 $92K 0.05% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 520 $90.8K 0.03% +118 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 515 $89.9K 0.01% +45 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 513 $89.6K 0.03% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 500 $87.3K 0.07% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 495 $83.8K <0.01% +300 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 479 $83.6K <0.01% -14,194 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 478 $83.4K <0.01% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 465 $81.2K 0.03% -125 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 459 $80.1K <0.01% -607 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 458 $80K 0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 456 $79.6K 0.01% +106 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 454 $79.3K <0.01% -1,376 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 456 $79K 0.02% +13 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 444 $77.5K 0.01% +20 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 444 $77.5K <0.01% +436 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 438 $76.5K 0.03% +340 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 431 $75.3K 0.02% -4,517 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 430 $75.1K 0.03% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 424 $74K 0.01% +103 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 422 $73.7K 0.01% +138 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 421 $73.5K 0.01% -192 13F-HR Timeline Quarry LP More: the full row for Quarry LP 407 $71.1K 0.01% +324 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 400 $69.8K 0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 324 $65.8K <0.01% +301 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 368 $64.3K <0.01% -193 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 351 $61.3K <0.01% -5,050 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 314 $54.8K 0.01% -47 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 312 $54.5K 0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 310 $54.1K 0.04% +178 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 308 $53.8K 0.03% 0 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 308 $53.8K 0.05% -1,750 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 303 $52.9K 0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 300 $52.4K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 296 $52K 0.01% -38 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 285 $49.8K 0.01% -1 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 281 $49.1K 0.01% +116 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 275 $48K <0.01% +136 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 257 $44.9K 0.03% +170 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 255 $44.5K 0.03% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 254 $44.4K 0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 253 $44.2K 0.02% 0 13F-HR Timeline Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 250 $43.7K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 248 $43.3K <0.01% +106 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 238 $41.6K <0.01% 0 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 238 $41.6K <0.01% +100 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 236 $41.2K <0.01% -879 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 236 $41.2K <0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 225 $39.3K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 223 $38.9K <0.01% -3 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 216 $38K <0.01% +87 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 217 $37.9K 0.01% +85 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 208 $36.3K <0.01% -271 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 206 $36K 0.01% +44 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 204 $35.6K <0.01% -36 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 200 $34.9K 0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 200 $34.9K 0.01% +100 13F-HR/A Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 195 $34K 0.02% +96 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 195 $34K 0.02% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 193 $33.7K <0.01% -185 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 192 $33.5K 0.01% 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 192 $33.5K <0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 186 $32.5K 0.01% +131 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 181 $31.6K 0.01% +153 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 179 $31.3K <0.01% -52 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 176 $30.8K <0.01% -317 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 175 $30.6K <0.01% +88 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 173 $30.2K 0.02% +108 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 169 $29.5K 0.04% -24 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 167 $29.2K 0.01% -10 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 167 $29.2K 0.01% -40 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 155 $26.6K <0.01% +44 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 151 $26.4K +47 Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 150 $26.2K 0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 145 $25.3K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 144 $25.1K 0.01% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 144 $25.1K 0.01% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 142 $24.8K <0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 142 $24.8K <0.01% -23 13F-HR Timeline Group S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 136 $23.7K <0.01% -5 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 134 $23.4K 0.02% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 131 $22.9K <0.01% -510 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 131 $22.9K <0.01% +83 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 129 $22.5K <0.01% -12 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 126 $22K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 121 $21.1K 0.01% -16 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 122 $21K <0.01% 0 13F-HR Timeline Group GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 118 $20.6K <0.01% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 112 $19.6K <0.01% -426,145 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 105 $18.4K 0.01% 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 100 $17.5K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 97 $16.9K <0.01% +3 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 90 $15.7K 0.01% +50 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 90 $15.7K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 87 $15.2K 0.01% +31 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 86 $15K <0.01% +2 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 85 $14.8K 0.01% -85 13F-HR/A Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 80 $14K <0.01% new 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 80 $14K 0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 80 $13.8K 0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 78 $13.6K 0.01% +28 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 76 $13.3K 0.01% +3 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 75 $13.1K 0.01% -3 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 75 $13.1K 0.01% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 75 $13.1K <0.01% +36 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 71 $12.4K <0.01% -50 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 70 $12.2K <0.01% new 13F-HR/A Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 70 $12.2K <0.01% -38,643 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 70 $12.2K <0.01% +25 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 70 $12.2K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 69 $12K <0.01% -6 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 69 $12K 0.01% +13 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 68 $11.9K 0.01% -247 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 67 $11.7K <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 65 $11.3K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 64 $11.2K <0.01% +6 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 63 $11K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 63 $11K 0.01% +8 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 62 $10.8K <0.01% new 13F-HR Timeline Group Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 62 $10.8K 0.01% 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 61 $10.7K <0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 49 $10.4K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 59 $10.3K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 59 $10.3K <0.01% +16 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 59 $10.3K <0.01% +33 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 58 $10.1K 0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 62 $10.1K 0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 60 $10K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 55 $9.6K <0.01% +24 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 54 $9.43K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 54 $9.43K <0.01% +43 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 53 $9.26K <0.01% +3 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 53 $9.25K <0.01% +8 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 52 $9.08K 0.01% +1 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 54 $9K 0.01% -34 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 50 $8.73K <0.01% +14 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 50 $8.73K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 50 $8.73K <0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 50 $8.73K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 50 $8.73K 0.03% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 50 $8.73K <0.01% 0 13F-HR Timeline