Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 4,084 $374K 0.1% 0 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 4,052 $373K <0.01% 0 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 4,030 $370K 0.01% +135 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 3,759 $346K 0.13% -8,904 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 3,750 $344K 0.1% +1,200 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 3,740 $343K 0.01% -571 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 3,735 $343K <0.01% +45 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,718 $341K 0.05% -648 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 3,615 $332K <0.01% new 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,602 $331K 0.02% -103 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,562 $327K <0.01% +1,437 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,558 $327K 0.12% 0 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 3,553 $326K 0.05% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,497 $321K 0.01% +304 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,453 $317K 0.07% -3,497 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 3,401 $312K 0.06% +89 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 3,394 $312K 0.01% +813 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,355 $308K <0.01% +128 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 3,307 $304K 0.01% +324 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,235 $297K 0.01% -230 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 3,234 $297K 0.02% -57 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,224 $296K 0.01% -1 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,217 $295K 0.03% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 3,195 $293K 0.06% -21,455 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 3,135 $288K 0.01% -2,431 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,107 $285K <0.01% -1,340 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,028 $278K 0.02% +85 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,028 $278K 0.05% +89 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,018 $277K 0.01% -987 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 79 $277K 0.16% new 13F-HR Timeline MARINER INVESTMENT GROUP LLC More: the full row for MARINER INVESTMENT GROUP LLC 3,000 $275K 0.1% new 13F-HR Timeline Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 3,000 $275K 0.13% 0 13F-HR/A Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,982 $274K 0.02% +107 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 2,900 $266K 0.18% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,701 $266K 0.01% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,892 $265K <0.01% +420 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 2,800 $257K <0.01% 0 13F-HR Timeline Group L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,781 $255K 0.03% 0 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 2,781 $255K 0.14% -5,219 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,757 $253K <0.01% new 13F-HR/A Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,755 $253K 0.06% -39 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,753 $253K <0.01% -9,508 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 2,750 $252K 0.15% 0 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 2,688 $247K 0.08% -155 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 2,681 $246K 0.01% new 13F-HR/A Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,659 $244K 0.06% new 13F-HR Timeline Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 2,642 $243K 0.22% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,597 $238K <0.01% -766 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,550 $234K 0.01% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,534 $233K 0.02% -279 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,531 $232K 0.01% new 13F-HR/A Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,475 $231K 0.09% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,514 $231K 0.03% new 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 2,500 $230K 0.07% 0 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 2,500 $230K <0.01% new 13F-HR/A Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,473 $227K 0.01% -130 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 2,473 $227K 0.07% -129 13F-HR/A Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 2,470 $227K 0.05% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,345 $226K 0.01% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,443 $224K 0.01% -250 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,410 $221K <0.01% -393 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,409 $221K 0.01% -12 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,386 $219K <0.01% -2,890 13F-HR Timeline PARNASSUS INVESTMENTS, LLC More: the full row for PARNASSUS INVESTMENTS, LLC 2,370 $218K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,351 $216K 0.01% -869 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,350 $216K <0.01% -119 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,334 $214K 0.03% +774 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,307 $212K 0.01% -447 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 2,300 $211K 0.03% -39 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,307 $211K 0.02% -636 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 2,398 $211K 0.08% 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,283 $210K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,278 $209K <0.01% +94 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,260 $207K 0.04% -94 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,256 $207K 0.02% -208 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,236 $205K 0.01% 0 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 2,232 $204K <0.01% -3,211 13F-HR/A Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,217 $203K <0.01% +826 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 2,202 $202K 0.04% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,201 $202K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,194 $201K 0.02% -4,488 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,037 $187K 0.01% -861 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 1,957 $180K 0.04% -100 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,920 $176K <0.01% -685,118 13F-HR Timeline Group Volterra Technologies LP More: the full row for Volterra Technologies LP 1,809 $166K 0.22% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,669 $153K 0.01% +140 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,548 $142K 0.01% -371 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,474 $135K 0.02% -91 13F-HR/A Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,468 $135K 0.05% 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,457 $133K <0.01% -83 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,357 $125K <0.01% +345 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,334 $123K 0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,309 $120K <0.01% -3,528 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 1,296 $119K 0.01% 0 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 1,150 $106K 0.06% 0 13F-HR/A Timeline Group Aviso Financial Inc. More: the full row for Aviso Financial Inc. 1,145 $105K <0.01% +47 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,121 $103K 0.01% +32 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,100 $101K 0.02% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,095 $101K 0.05% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,076 $98.8K <0.01% -1,650 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,055 $97.1K <0.01% 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,050 $96K <0.01% -25,184 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,039 $95.4K <0.01% -45 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 973 $89.3K <0.01% -81 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 937 $86K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 835 $76.7K <0.01% -1,711 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 833 $76.5K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 821 $75.4K <0.01% +709 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 730 $67K 0.03% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 699 $64.2K <0.01% +65 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 678 $63.3K 0.04% +154 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 685 $62.9K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 683 $62.7K 0.01% -92 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 600 $55.1K <0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 538 $49.4K 0.02% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 510 $46.8K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 477 $43.8K 0.01% +11 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 474 $43K <0.01% +206 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 460 $42.2K <0.01% +6 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 460 $42.2K <0.01% -7 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 448 $41K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 431 $39.6K 0.03% -343 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 426 $39.1K <0.01% +306 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 398 $36.5K 0.02% -4,005 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 393 $36.1K 0.03% +114 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 366 $33.6K <0.01% +2 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 329 $30.2K 0.01% +312 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 327 $30K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 307 $28.6K 0.01% +115 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 303 $28K 0.02% +2 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 300 $27.5K 0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 300 $27.5K 0.02% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 293 $26.9K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 264 $24.2K <0.01% +23 13F-HR/A Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 221 $24.2K <0.01% -22 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 246 $22.6K <0.01% -24 13F-HR Timeline BAILLIE GIFFORD & CO in group BAILLIE GIFFORD & CO More: the full row for BAILLIE GIFFORD & CO 238 $21.8K <0.01% -104 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 237 $21.8K 0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 237 $21.8K 0.02% -13 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 231 $21.2K <0.01% +86 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 228 $20.9K <0.01% -582 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 228 $20.9K 0.01% -60 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 218 $20K <0.01% +19 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 216 $19.8K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 211 $19.4K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $18.4K 0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 200 $18.4K 0.02% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 197 $18.1K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 198 $18K <0.01% +49 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 194 $17.8K <0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 183 $16.8K <0.01% -223 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 171 $15.7K <0.01% -21 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 166 $15.2K <0.01% +27 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 161 $15K <0.01% +35 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 160 $14.7K 0.01% +25 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 152 $13.9K 0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 132 $12.1K <0.01% +49 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 128 $11.8K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 125 $11.5K <0.01% +55 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 112 $11K <0.01% -13 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 115 $10.6K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 113 $10.4K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 108 $9.91K <0.01% +56 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 104 $9.55K <0.01% -46 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 100 $9.18K <0.01% 0 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 100 $9.18K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 100 $9.18K <0.01% 0 13F-HR Timeline Group Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 100 $9.18K <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 99 $9.09K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 99 $9K <0.01% +63 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 98 $9K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 96 $8.81K <0.01% +24 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 92 $8.45K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 78 $7.16K <0.01% +33 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 76 $7.09K <0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 77 $7.07K 0.02% +5 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 62 $6.95K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 74 $6.79K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 73 $6.7K <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 72 $6.61K <0.01% -25 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 66 $6.06K <0.01% +33 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 66 $6.04K <0.01% +1 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 73 $6K <0.01% new 13F-HR/A Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 64 $5.88K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 63 $5.78K <0.01% -415 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 60 $5.51K <0.01% +15 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 60 $5.51K <0.01% -10 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 59 $5.42K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 56 $5.14K <0.01% -5 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 60 $5K <0.01% 0 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 52 $4.77K <0.01% +8 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 52 $4.77K <0.01% -7 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 50 $4.59K <0.01% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 48 $4.41K <0.01% -18 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 46 $4.22K <0.01% -57 13F-HR/A Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 44 $4.17K <0.01% +18 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 45 $4.13K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 39 $3.81K <0.01% +34 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 41 $3.76K <0.01% 0 13F-HR/A Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 40 $3.67K <0.01% new 13F-HR Timeline