Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 9,081 $583K <0.01% -8,200 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 8,790 $564K 0.01% +87 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 8,706 $559K +3,527 Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 8,637 $555K <0.01% -481 13F-HR Timeline Group LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 8,570 $550K 0.04% new 13F-HR Timeline Group Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 8,428 $541K 0.05% -388 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 8,245 $529K 0.06% new 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 8,124 $522K 0.19% +7,181 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,076 $519K <0.01% -2,587 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 7,654 $492K 0.03% -9,464 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 7,627 $490K <0.01% +2,492 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,365 $473K <0.01% -1,645 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 7,362 $473K <0.01% +681 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7,284 $468K 0.01% -1,209 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 7,243 $465K 0.02% +846 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 7,226 $464K <0.01% -75,069 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 6,835 $439K 0.11% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 6,724 $432K 0.01% -323 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,546 $420K <0.01% -8,021 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 6,518 $419K 0.16% +2,352 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 6,388 $410K <0.01% -1,307 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,352 $408K <0.01% +931 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,336 $407K 0.01% +1,828 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 6,301 $406K <0.01% +301 13F-HR/A Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 6,306 $405K <0.01% -1,030 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 6,212 $402K <0.01% -7,381 13F-HR Timeline Aurora Investment Counsel More: the full row for Aurora Investment Counsel 6,235 $400K 0.21% +1,423 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 6,135 $394K 0.02% -4,545 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 6,055 $389K <0.01% +528 13F-HR Timeline Group Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 5,980 $384K 0.15% -1,673 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,783 $371K <0.01% +418 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 5,550 $356K <0.01% -657 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 5,522 $355K <0.01% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,497 $353K 0.03% new 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 5,448 $350K 0.15% +1,053 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 5,408 $347K 0.9% -8,047 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 5,329 $342K 0.03% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 5,222 $335K 0.05% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,096 $327K <0.01% new 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 5,095 $327K <0.01% +2,541 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,090 $327K 0.02% -946 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,053 $325K <0.01% +153 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 4,921 $316K <0.01% -559 13F-HR Timeline Group Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 4,907 $315K 0.01% +425 13F-HR Timeline Group RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 4,891 $314K 0.02% -439 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,839 $311K <0.01% +744 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,806 $309K 0.07% new 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 4,748 $305K 0.01% -6,641 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 4,131 $299K 0.08% 0 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 4,551 $292K <0.01% +560 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 4,451 $286K 0.01% -100 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 4,333 $278K <0.01% 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 4,274 $274K 0.01% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 4,047 $260K <0.01% new 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,016 $258K <0.01% new 13F-HR Timeline Group BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 3,859 $248K 0.03% -115 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 3,837 $246K 0.01% -2,094 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 3,797 $244K 0.07% -6,844 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,732 $240K <0.01% +2,781 13F-HR/A Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,694 $237K <0.01% -819 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 3,598 $231K <0.01% -2,371 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,596 $231K <0.01% 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,577 $230K <0.01% -161 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,438 $221K <0.01% +1,298 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 3,368 $216K <0.01% -7,350 13F-HR/A Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,307 $212K <0.01% new 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 3,214 $206K 0.04% new 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 3,142 $202K 0.06% -125 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,108 $200K 0.01% -44 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,088 $198K 0.1% +175 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,078 $198K <0.01% -853 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,000 $194K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,665 $173K 0.06% -48 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,553 $164K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,444 $157K <0.01% -124 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,210 $142K <0.01% +1,858 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,124 $136K <0.01% -1,817 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 2,072 $133K +1,041 Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,078 $133K <0.01% 0 13F-HR Timeline Group Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,839 $118K 0.04% -23 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,626 $105K <0.01% -1,083 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,494 $95.9K <0.01% +65 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,480 $95K 0.02% +1,478 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,468 $94.3K <0.01% 0 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 1,448 $93K <0.01% +2 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,308 $84K 0.02% -574 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,260 $80.9K 0.01% +549 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,232 $79.1K <0.01% +402 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,192 $76.5K <0.01% -263 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,190 $76.4K 0.01% +1,115 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,120 $71.9K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,116 $71.7K <0.01% -815 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 1,070 $68.7K 0.02% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 925 $59.4K <0.01% +5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 746 $47.9K <0.01% +192 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 680 $43.7K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 679 $43.6K <0.01% -327 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 518 $33.3K <0.01% +3 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 484 $31.1K <0.01% -138 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 409 $26.3K <0.01% +11 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 407 $26.1K <0.01% +2 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 406 $26.1K <0.01% +150 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 400 $25.7K <0.01% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 369 $23.7K <0.01% new 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 343 $22K <0.01% -7 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 338 $21.7K <0.01% +1 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 337 $20.6K <0.01% -20 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 316 $20.3K <0.01% -135 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 307 $19.7K <0.01% -896 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 300 $19.7K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 297 $19.1K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 266 $17.1K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 234 $15K <0.01% -1,007 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 227 $14K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 202 $13K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 200 $12.8K <0.01% 0 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $12.8K <0.01% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 190 $12.2K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 188 $12.1K <0.01% +40 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 187 $12K <0.01% +126 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 175 $11.2K 0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 160 $10.3K <0.01% +110 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 152 $9.94K <0.01% +28 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 150 $9.63K <0.01% -48 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 150 $9.63K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 144 $9.25K <0.01% +119 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 142 $9.12K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 136 $8.73K <0.01% -4 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 132 $8.48K <0.01% +118 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 122 $8K <0.01% 0 13F-HR/A Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 118 $7.58K <0.01% +6 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 115 $7.39K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 113 $7.26K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 112 $7.19K <0.01% -16,774 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 111 $7.13K <0.01% -125 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 100 $6.45K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 100 $6.42K <0.01% +47 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 93 $5.97K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 92 $5.91K <0.01% +13 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 90 $5.78K <0.01% +28 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 79 $5.08K <0.01% +1 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 75 $4.82K <0.01% 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 74 $4.75K <0.01% -160 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 71 $4.56K <0.01% -18 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 71 $4.56K <0.01% +10 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 65 $4.19K <0.01% -219 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 63 $4.05K <0.01% -185 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 58 $3.74K <0.01% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 57 $3.66K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 51 $3.27K <0.01% +3 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 49 $3.15K <0.01% +21 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 47 $3.02K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 51 $3K <0.01% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 50 $3K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 46 $2.96K <0.01% +21 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 44 $2.85K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 42 $2.7K <0.01% +28 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 37 $2.38K <0.01% +8 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 36 $2.31K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 35 $2.25K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 32 $2.06K <0.01% +7 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 29 $1.86K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 24 $1.54K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 22 $1.41K <0.01% -2,351 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 21 $1.35K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 19 $1.22K <0.01% -2 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 19 $1.22K <0.01% +4 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 18 $1.16K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 17 $1.09K <0.01% -39 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 17 $1.09K <0.01% -10 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 30 $1K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 20 $1K <0.01% -95 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 15 $964 <0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 15 $963 <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 15 $963 <0.01% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 14 $900 <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 14 $899 <0.01% 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 13 $860 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 13 $835 <0.01% -139 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 12 $771 <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 10 $643 <0.01% -11 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 10 $642 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 9 $577 <0.01% +4 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 8 $514 <0.01% -3 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 7 $450 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5 $322 <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 4 $257 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $257 <0.01% +1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3 $193 <0.01% -1 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2 $129 <0.01% -294 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 2 $128 <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $91 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $64 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $42 <0.01% -2 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 8 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.