SUMMITRY LLC More: the full row for SUMMITRY LLC 3,640 $711K 0.03% +599 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 3,529 $690K <0.01% +730 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 3,460 $676K <0.01% -170 13F-HR Timeline Group Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 3,405 $665K <0.01% -3,618 13F-HR/A Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,397 $664K 0.01% +42 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 3,293 $643K 0.46% 0 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 3,271 $639K <0.01% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,115 $609K <0.01% +1,160 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 3,059 $598K 0.16% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,001 $586K 0.03% +2,185 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 3,001 $586K 0.02% new 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,852 $557K <0.01% -113 13F-HR/A Timeline Group INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,829 $553K 0.15% -446 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 2,783 $544K <0.01% new 13F-HR Timeline Group Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 2,758 $539K <0.01% -3,484 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,745 $536K <0.01% +523 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,710 $530K 0.01% -752 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 2,637 $515K 0.02% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,540 $496K <0.01% +278 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 2,523 $493K <0.01% new 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,510 $490K <0.01% -62 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,476 $484K 0.01% new 13F-HR Timeline Group Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 2,380 $465K 0.04% +235 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,360 $461K 0.01% -800 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 1,962 $457K 0.09% +1 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,330 $455K 0.03% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2,112 $413K 0.01% -61 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,077 $406K <0.01% 0 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 2,042 $399K <0.01% +14 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,039 $398K 0.03% -7 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,025 $396K 0.01% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 1,999 $391K <0.01% -605 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,988 $388K 0.18% -220 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,930 $377K 0.07% -117 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 1,907 $373K <0.01% +283 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,906 $372K 0.03% new 13F-HR Timeline CIBC Bancorp USA Inc. group of 2 filers holding More: the full row for CIBC Bancorp USA Inc. 1,871 $366K +1,733 Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,781 $348K <0.01% -22 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,768 $346K <0.01% +21 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,711 $334K 0.05% -1,832 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,699 $332K 0.04% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,679 $328K <0.01% new 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 1,675 $327K <0.01% +62 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 1,630 $320K <0.01% -9 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 1,635 $319K <0.01% new 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,619 $316K <0.01% +72 13F-HR Timeline Group PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,608 $314K 0.16% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,586 $310K 0.14% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,569 $307K 0.01% +480 13F-HR Timeline Group Legato Capital Management LLC More: the full row for Legato Capital Management LLC 1,551 $303K 0.03% -12,026 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,538 $301K 0.01% +1,454 13F-HR Timeline ANB BANK More: the full row for ANB BANK 1,396 $273K 0.11% -20 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,384 $270K 0.06% new 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 1,378 $269K 0.01% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,371 $268K 0.01% +212 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,364 $267K 0.07% +3 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,360 $266K 0.02% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,358 $265K <0.01% +158 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,324 $259K <0.01% +68 13F-HR Timeline Group CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 1,991 $257K 0.02% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,269 $248K 0.06% new 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,133 $242K 0.02% +118 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,219 $238K 0.01% +5 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,204 $235K 0.02% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,030 $233K <0.01% -7 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 1,187 $232K <0.01% 0 13F-HR Timeline Group CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 1,187 $232K 0.1% 0 13F-HR Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 1,185 $232K 0.22% +104 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,183 $231K <0.01% -2,233 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 1,174 $229K <0.01% -504 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,163 $227K 0.01% -49 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,073 $222K 0.01% -27 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,129 $221K <0.01% +108 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 1,125 $220K 0.18% new 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 1,105 $216K <0.01% -6,381 13F-HR Timeline Group TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,100 $215K 0.12% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 1,097 $214K 0.02% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 1,079 $211K <0.01% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,069 $209K <0.01% +84 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,057 $207K 0.04% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,030 $203K <0.01% +20 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 1,035 $202K 0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 977 $191K 0.02% +260 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 876 $171K <0.01% -309 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 858 $168K <0.01% -41 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 851 $166K <0.01% +551 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 844 $165K 0.01% +58 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 843 $165K <0.01% -153 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 779 $153K 0.01% +1 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 776 $152K 0.02% +767 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 770 $150K <0.01% 0 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 761 $149K <0.01% +579 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 744 $145K <0.01% -66 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 721 $141K <0.01% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 707 $138K <0.01% new 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 688 $134K <0.01% +26 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 668 $131K <0.01% +123 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 588 $115K <0.01% new 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 572 $112K 0.01% +9 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 571 $112K <0.01% -5 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 568 $111K <0.01% -125 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 522 $102K 0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 418 $81.7K 0.02% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 394 $77K 0.01% +92 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 390 $76.2K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 379 $74.1K <0.01% +208 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 366 $71.5K <0.01% +62 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 355 $69.4K <0.01% -14 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 316 $61.7K 0.01% 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 265 $52K <0.01% 0 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 259 $50.6K 0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 246 $48.1K 0.01% +12 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 240 $46.9K <0.01% -2 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 234 $45.6K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 231 $45.1K <0.01% -1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CX Institutional More: the full row for CX Institutional 228 $45K <0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 212 $41.4K 0.02% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 200 $41.3K <0.01% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 205 $40.1K <0.01% 0 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 199 $38.9K <0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 198 $38.7K 0.02% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 190 $38.3K <0.01% -46 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 188 $37.2K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 169 $33K <0.01% +27 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 162 $31.7K <0.01% +157 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 160 $31.3K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 157 $30.7K <0.01% +84 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 141 $27.5K <0.01% -114 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 136 $26.6K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 135 $26.4K <0.01% +8 13F-HR Timeline Quarry LP More: the full row for Quarry LP 132 $25.8K <0.01% +118 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 110 $21K <0.01% +82 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 82 $20.8K 0.01% 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 100 $20K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 95 $18.6K <0.01% +27 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 84 $16.4K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 67 $13.1K <0.01% +1 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 62 $12.1K 0.01% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 62 $12K 0.01% -29 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 55 $10.8K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 55 $10.7K <0.01% -3 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 49 $10.7K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 52 $10.2K <0.01% +2 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 51 $10K <0.01% -1 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 51 $9.96K <0.01% +1 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 38 $7.44K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 37 $7.23K 0.01% +5 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 33 $6.45K <0.01% new 13F-HR Timeline Group Torren Management, LLC More: the full row for Torren Management, LLC 28 $5.47K <0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 27 $5.28K <0.01% +6 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 25 $4.88K <0.01% -10 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 25 $4.88K <0.01% -184 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 23 $4.49K <0.01% +11 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 23 $4.49K <0.01% +18 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 21 $4.1K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 15 $2.93K <0.01% -1 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 14 $2.73K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 12 $2.39K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 12 $2.35K <0.01% +2 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 12 $2.35K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 12 $2.35K <0.01% +2 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 12 $2.35K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 10 $1.95K <0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 7 $1.37K <0.01% -2 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 7 $1.37K <0.01% 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 7 $1.37K <0.01% +1 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $1.17K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4 $1K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 5 $977 <0.01% 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4 $782 <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3 $587 <0.01% -25 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3 $587 <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3 $586 <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3 $586 <0.01% 0 13F-HR/A Timeline Group Trust Co More: the full row for Trust Co 3 $586 <0.01% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 3 $586 <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 2 $391 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2 $391 <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2 $391 <0.01% 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $391 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $196 <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1 $195 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $195 <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1 $195 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $112 <0.01% new 13F-HR Timeline