Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 6,340 $364K 0.02% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,292 $361K 0.03% -272 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6,290 $361K 0.01% +246 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 6,234 $358K 0.02% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 6,228 $357K 0.02% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 6,212 $357K 0.04% -273 13F-HR Timeline West Coast Financial LLC More: the full row for West Coast Financial LLC 6,200 $356K 0.04% -1,164 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 6,151 $353K 0.02% +845 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 6,007 $345K 0.03% +184 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 5,963 $342K 0.21% +722 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 5,930 $340K 0.2% +1,141 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,924 $340K 0.01% -2,676 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 5,916 $340K 0.04% -1,714 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 5,858 $336K 0.07% +1,788 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,810 $333K 0.03% +624 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 5,724 $329K 0.01% 0 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 5,700 $327K 0.01% +27 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,683 $326K 0.01% -6 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 5,658 $325K 0.25% new 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 5,641 $324K 0.05% -2,185 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,640 $324K 0.01% -32 13F-HR Timeline Group NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 5,624 $323K 0.01% 0 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 5,587 $321K 0.18% new 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 5,569 $320K 0.01% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 5,561 $319K 0.06% +737 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,557 $319K 0.1% +286 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 5,556 $319K 0.12% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,523 $317K 0.01% +3 13F-HR/A Timeline Group Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 5,510 $316K 0.18% 0 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 5,481 $315K 0.01% +492 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 5,438 $312K 0.08% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,426 $311K 0.01% -67 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 5,395 $310K 0.05% +26 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 5,397 $310K 0.02% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 5,300 $304K 0.02% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 5,290 $304K 0.07% new 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 5,268 $302K 0.01% 0 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 5,198 $298K 0.02% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 5,172 $297K 0.02% -28 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 5,107 $293K 0.03% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,105 $293K 0.01% new 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 5,085 $292K 0.02% -835 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,077 $291K 0.03% -444 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 5,025 $288K 0.01% -1,230 13F-HR/A Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 5,016 $288K 0.02% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 5,010 $288K 0.07% -76 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,009 $287K 0.01% -256 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,947 $284K 0.02% +145 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,930 $283K 0.03% -18 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 4,924 $283K 0.07% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 4,875 $280K 0.06% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,860 $279K 0.01% -1,883 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,843 $278K 0.03% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,840 $278K 0.01% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,811 $276K 0.14% +199 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 4,808 $276K <0.01% 0 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 4,805 $276K 0.04% -9 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 4,800 $275K 0.11% -472 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,793 $275K 0.02% new 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,762 $273K 0.01% 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 4,744 $272K 0.04% 0 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 4,728 $271K 0.02% +200 13F-HR Timeline Group BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 4,728 $271K 0.29% 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 4,725 $271K <0.01% -1 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 4,721 $271K 0.18% new 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,687 $269K 0.03% -293 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 4,653 $267K 0.02% +20 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,644 $267K 0.03% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,619 $265K 0.01% -4,262 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,601 $264K 0.03% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 4,600 $264K <0.01% new 13F-HR Timeline Group Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 4,586 $263K 0.01% 0 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 4,561 $262K <0.01% -106,700 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,541 $261K <0.01% +1,606 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,603 $260K 0.01% -390 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 4,504 $258K 0.08% 0 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 4,503 $258K <0.01% -513,797 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,484 $257K 0.01% -467 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 4,447 $255K <0.01% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 4,431 $254K <0.01% +445 13F-HR Timeline Group Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 4,416 $253K 0.18% -73 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 4,398 $252K 0.09% -8,909 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,389 $252K 0.01% 0 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 4,387 $252K 0.03% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,431 $250K 0.06% +80 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 4,350 $250K 0.05% -1,668 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 4,341 $249K 0.16% +42 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,289 $246K 0.01% 0 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 4,261 $245K 0.1% new 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 4,240 $243K 0.03% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,236 $243K 0.08% +3 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,233 $243K 0.01% +191 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 4,229 $243K 0.04% -15 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 4,214 $242K 0.01% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,212 $242K 0.02% +46 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 4,208 $241K 0.09% 0 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 4,200 $241K 0.01% 0 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 4,127 $237K 0.03% +28 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,114 $236K 0.04% new 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 4,130 $235K 0.1% -1,059 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,083 $234K <0.01% new 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,079 $234K 0.02% new 13F-HR/A Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 4,072 $234K 0.08% new 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 4,065 $233K 0.07% -400 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 4,062 $233K 0.13% +44 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,058 $233K 0.01% +152 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 4,051 $232K <0.01% -850,600 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 4,045 $232K <0.01% -96 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,033 $231K 0.02% +84 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 4,000 $230K 0.09% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 4,000 $230K 0.12% -3,000 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,996 $229K 0.06% +144 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 3,975 $228K 0.06% +96 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,972 $228K 0.01% +20 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,966 $228K 0.02% -15,580 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,942 $226K 0.01% -380 13F-HR Timeline Group SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 3,936 $226K 0.07% -21,639 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 3,928 $225K 0.13% 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,913 $225K 0.02% +38 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 3,844 $221K 0.03% -350 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,844 $221K 0.05% -1,356 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,843 $221K <0.01% new 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 3,833 $220K 0.03% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,811 $219K <0.01% -33 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 3,795 $218K 0.11% new 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 3,788 $217K 0.2% 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 3,738 $215K 0.03% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 3,734 $214K <0.01% -24,720 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,719 $213K 0.04% -766 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 3,718 $213K <0.01% new 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,671 $211K <0.01% new 13F-HR Timeline Group BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 3,664 $210K 0.1% new 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 3,652 $210K 0.04% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,640 $209K 0.03% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,636 $209K 0.08% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 3,604 $207K 0.06% new 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 3,596 $206K 0.21% -106 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,574 $205K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,556 $204K 0.02% -78 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 3,556 $204K 0.05% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,517 $202K 0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,379 $194K <0.01% +27 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 3,281 $188K 0.11% 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 3,256 $187K 0.09% -530 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 3,250 $187K 0.31% 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,219 $185K <0.01% +1,451 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,189 $183K <0.01% +105 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 2,998 $172K 0.11% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,997 $172K 0.13% +106 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 2,964 $170K 0.02% +92 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,862 $164K <0.01% -268 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,803 $161K 0.01% new 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 2,748 $158K 0.01% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 2,744 $157K 0.07% +1 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,720 $156K 0.01% +156 13F-HR Timeline Group Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 2,665 $153K 0.12% +530 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 2,648 $151K 0.04% +81 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,560 $147K <0.01% 0 13F-HR Timeline Group NKCFO LLC More: the full row for NKCFO LLC 2,500 $143K 0.06% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,472 $142K 0.08% +13 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,444 $140K 0.13% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,321 $133K 0.02% +56 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,323 $133K <0.01% +695 13F-HR Timeline Group Legacies Wealth LLC More: the full row for Legacies Wealth LLC 2,311 $133K 0.1% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,223 $128K 0.02% +299 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 2,094 $120K 0.06% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,044 $117K 0.03% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 1,990 $114K 0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,982 $114K 0.01% +46 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,931 $111K 0.05% -201 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1,925 $110K 0.11% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,744 $100K <0.01% -500 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,704 $98K 0.08% +60 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,518 $87.1K new Timeline TOBAM More: the full row for TOBAM 1,519 $87K 0.03% -415 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 1,500 $86K 0.08% +1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,462 $83.9K 0.01% -13 13F-HR Timeline Mizuho Bank, Ltd. in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Bank, Ltd. 1,430 $82.1K 0.02% new 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,426 $81.8K 0.06% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,416 $81.3K <0.01% -50 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,359 $78K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,335 $76.6K <0.01% -5,379 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,295 $74.3K <0.01% -2 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,283 $73.7K <0.01% +421 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,280 $73.5K 0.07% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,276 $73.2K 0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,240 $71.2K 0.01% -3 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,214 $69.7K 0.01% +252 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,196 $68.6K <0.01% +640 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,165 $66.9K 0.01% +245 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,120 $64.3K 0.02% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,116 $64K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,108 $63.6K 0.01% -200 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,052 $60.4K 0.01% -1,858 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,052 $60.4K <0.01% -4,349 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,026 $58.9K 0.05% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 970 $55.7K 0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 968 $55.6K 0.02% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 954 $54.8K 0.05% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 977 $54.4K 0.05% 13F-HR Timeline