Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,000 $255K <0.01% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,000 $255K 0.03% 0 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 1,000 $255K 0.09% 0 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 998 $254K <0.01% +91 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 993 $253K <0.01% -10 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 986 $251K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 985 $251K 0.01% -1,169 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 984 $251K <0.01% +20 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 984 $251K 0.01% -62 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 964 $246K 0.06% +160 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 944 $241K 0.07% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 938 $239K 0.02% +7 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 929 $237K 0.01% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 922 $235K 0.01% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 946 $235K 0.01% -528 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 916 $234K <0.01% new 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 907 $231K 0.01% -891 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 905 $231K 0.01% -25 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 889 $227K 0.03% +109 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 880 $224K 0.03% -310 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 879 $224K <0.01% +45 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 887 $224K <0.01% +300 13F-HR Timeline Group American Trust More: the full row for American Trust 874 $223K 0.02% -51 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 866 $221K 0.09% new 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 859 $219K 0.04% -104 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 850 $217K 0.06% 0 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 848 $216K 0.09% +81 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 847 $216K 0.09% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 846 $216K 0.01% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 833 $212K 0.02% +78 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 832 $212K 0.01% +16 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 829 $211K 0.12% 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 828 $211K 0.11% 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 827 $211K 0.01% 0 13F-HR/A Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 823 $210K 0.01% -25 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 817 $208K 0.01% +43 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 814 $207K 0.22% 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 810 $206K <0.01% 0 13F-HR Timeline Group Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 810 $206K 0.05% -60 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 804 $205K 0.01% +184 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 801 $204K <0.01% +14 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 800 $204K 0.16% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 799 $204K 0.01% +46 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 791 $202K 0.01% 0 13F-HR Timeline Group Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 791 $202K 0.11% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 785 $200K 0.01% -231 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 785 $200K 0.11% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 754 $192K <0.01% -2 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 752 $192K 0.01% +33 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 726 $185K 0.04% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 725 $184K 0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 704 $179K 0.22% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 685 $175K 0.01% -16 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 683 $174K <0.01% -10 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 674 $172K <0.01% +627 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 663 $169K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 643 $164K 0.02% +115 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 638 $163K <0.01% +4 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 589 $150K 0.04% +13 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 586 $150K 0.06% +46 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 585 $149K <0.01% +7 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 550 $140K 0.05% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 514 $131K <0.01% +26 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 505 $129K <0.01% -24 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 478 $122K 0.08% -64 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 478 $122K 0.01% -99 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 430 $110K 0.06% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 418 $107K <0.01% -7 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 415 $106K 0.07% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 411 $105K <0.01% -21 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 403 $103K 0.03% -1 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 397 $101K 0.02% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 376 $95.8K 0.02% +93 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 371 $94.5K 0.01% +16 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 363 $92.5K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 355 $90.5K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 337 $85.9K 0.07% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 288 $84.6K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 327 $83.3K 0.05% -44 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 322 $82.1K 0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 286 $72.8K <0.01% +28 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 254 $64.7K 0.01% +112 13F-HR/A Timeline City State Bank More: the full row for City State Bank 250 $63.7K 0.02% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 241 $61.4K <0.01% +3 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 230 $58.6K <0.01% -138 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 230 $58.6K 0.01% -4 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 227 $57.9K <0.01% +11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Key Financial Inc More: the full row for Key Financial Inc 227 $57.9K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 214 $54.5K 0.02% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 210 $53.5K <0.01% 0 13F-HR/A Timeline Group Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 200 $51K 0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 194 $49.4K 0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 193 $49.2K 0.03% 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 191 $48.7K <0.01% +27 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 177 $45.1K 0.01% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 172 $43.8K 0.02% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 167 $42.6K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 159 $40.5K <0.01% +9 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 154 $39.2K <0.01% 0 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 154 $39.2K <0.01% 13F-HR/A Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 154 $39.2K <0.01% 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 151 $38.5K <0.01% +75 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 150 $38.2K <0.01% -1 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 149 $38K <0.01% -5 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 145 $37K 0.02% -64 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 137 $34.9K 0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 137 $34.9K <0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 126 $32.1K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 121 $30.9K <0.01% +101 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 118 $30K <0.01% -25 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 118 $30K <0.01% -6 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 111 $28.3K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 103 $28.2K 0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 107 $27.3K 0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 97 $26.4K <0.01% +49 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 99 $26K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 101 $25.7K 0.01% +96 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 100 $25.5K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 100 $25.5K 0.01% 0 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 100 $25K 0.07% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 90 $22.9K <0.01% +7 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 87 $22.2K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 82 $20.9K <0.01% 0 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 80 $20.5K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 82 $20K 0.01% +16 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 77 $19.6K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 69 $18K 0.01% -87 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 70 $17.8K 0.01% -25 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 70 $17.8K <0.01% -2 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 69 $17.6K <0.01% -366 13F-HR/A Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 69 $17.6K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 64 $16.3K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 63 $16.1K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 62 $15.8K 0.01% 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 61 $15.5K 0.01% 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 60 $15.3K 0.01% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 56 $14.3K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 53 $13.5K <0.01% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 52 $13.3K <0.01% +12 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 47 $12.9K <0.01% 0 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 50 $12.7K 0.01% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 47 $12K <0.01% -8 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 46 $11.7K <0.01% +20 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 45 $11.5K <0.01% -75 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 43 $11K <0.01% -5 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 42 $10.7K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 42 $10.7K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 41 $10.4K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 41 $10K <0.01% +19 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 39 $9.94K <0.01% +9 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 37 $9.43K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 36 $9.18K <0.01% -22 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 35 $8.92K <0.01% +3 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 35 $8.92K 0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 34 $8.66K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 34 $8.66K <0.01% -784 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 34 $8.66K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 33 $8.41K 0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 31 $7.88K <0.01% +6 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 30 $7.65K <0.01% new 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 29 $7.4K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 28 $7.14K <0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 28 $7.14K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 27 $6.88K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 25 $6.42K <0.01% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 25 $6.37K <0.01% new 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 24 $6.12K <0.01% new 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 24 $6.12K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 23 $5.86K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 21 $5.36K <0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 20 $5.1K <0.01% +4 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 19 $4.84K 0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 19 $4.79K <0.01% -1 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 16 $4.08K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 16 $4.08K <0.01% 0 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 16 $4.08K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 16 $4.08K <0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 15 $3.82K <0.01% +2 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 14 $3.57K <0.01% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 14 $3.57K <0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 13 $3.31K <0.01% +8 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 12 $3.06K <0.01% -43 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 11 $2.8K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 11 $2.8K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 10 $2.75K <0.01% -2 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 10 $2.55K <0.01% -1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 10 $2.55K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 10 $2.55K <0.01% new 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 10 $2.42K <0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 9 $2.29K <0.01% -16 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 9 $2.29K <0.01% -29 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 9 $2.29K <0.01% 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 8 $2.04K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 8 $2.04K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 8 $2.04K <0.01% 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 8 $2.04K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 10 $2K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 7 $2K <0.01% -4 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 7 $1.78K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 7 $1.78K <0.01% -14 13F-HR/A Timeline