EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,876 $429K 0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,859 $425K <0.01% +142 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,025 $422K 0.01% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,820 $416K 0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,815 $415K 0.01% -1,377 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,780 $407K 0.29% -64 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,772 $405K 0.08% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,767 $404K 0.03% -280 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,752 $400K 0.05% 0 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 1,741 $398K <0.01% 0 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,737 $397K 0.12% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,661 $390K <0.01% +1,213 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 1,700 $388K <0.01% new 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,659 $379K 0.02% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,652 $377K 0.01% +236 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 1,649 $377K 0.06% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,645 $376K 0.02% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,642 $375K 0.03% +370 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,600 $366K 0.01% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,589 $363K 0.05% new 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 1,574 $360K 0.02% -328 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,569 $358K <0.01% +127 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 1,557 $356K 0.02% +19 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,600 $352K 0.15% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,538 $351K 0.06% +345 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,528 $349K 0.39% +1,249 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,519 $347K <0.01% +103 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,513 $346K 0.02% 0 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 1,494 $341K 0.4% +317 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,447 $331K 0.14% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,508 $328K 0.03% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,430 $327K 0.01% +914 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1,427 $326K <0.01% +249 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,422 $325K <0.01% -8 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,364 $323K 0.02% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,400 $320K 0.01% -184 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,391 $318K <0.01% new 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,376 $314K 0.01% +144 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,361 $311K 0.06% -113 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,355 $310K 0.02% new 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 1,346 $308K 0.15% +59 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,309 $299K 0.06% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,299 $297K 0.13% +22 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 1,288 $294K <0.01% -2 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,281 $293K <0.01% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,278 $292K 0.02% +3 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,272 $291K 0.01% -7 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,266 $289K <0.01% new 13F-HR Timeline Ruffer LLP More: the full row for Ruffer LLP 1,254 $287K 0.01% new 13F-HR Timeline UNIVERSITY OF CHICAGO More: the full row for UNIVERSITY OF CHICAGO 1,250 $286K 0.09% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,241 $284K <0.01% +560 13F-HR Timeline Group Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,240 $283K 0.06% +8 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,234 $282K 0.22% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,229 $281K <0.01% -112 13F-HR Timeline Group Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,228 $281K 0.05% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,218 $278K <0.01% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,211 $277K <0.01% new 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,196 $273K <0.01% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,181 $270K 0.08% new 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 1,180 $270K 0.01% new 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 1,203 $268K <0.01% +248 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 1,154 $264K 0.24% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,140 $260K 0.02% +64 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,127 $257K <0.01% +31 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 1,126 $257K 0.01% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,108 $253K 0.01% -85 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,100 $251K 0.05% new 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 1,091 $249K 0.02% -91 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,089 $249K 0.11% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 1,085 $248K <0.01% new 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,085 $248K 0.15% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,083 $247K 0.05% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,078 $246K <0.01% -7 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 1,071 $245K 0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,042 $238K <0.01% +528 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 1,039 $237K 0.11% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,035 $236K 0.01% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,033 $236K 0.01% new 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,004 $229K 0.04% -252 13F-HR Timeline Prana Capital Management, LP More: the full row for Prana Capital Management, LP 1,003 $229K 0.01% -392 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 1,000 $228K 0.04% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,000 $228K 0.12% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,025 $227K 0.07% +2,095 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 990 $226K <0.01% new 13F-HR Timeline Group NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 945 $216K 0.03% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 944 $216K 0.03% new 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 927 $212K 0.11% new 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 904 $207K 0.03% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 903 $206K <0.01% new 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 886 $202K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 846 $193K 0.05% +155 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 812 $186K <0.01% +174 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 758 $173K <0.01% +41 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 698 $159K 0.01% +516 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 671 $153K <0.01% +1 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 680 $149K 0.01% -151 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 538 $122K <0.01% +63 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 526 $120K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 500 $114K <0.01% -1,050 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 500 $114K 0.08% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 481 $110K <0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 423 $96.4K <0.01% new 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 400 $91.4K 0.01% +83 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 395 $90.2K <0.01% +257 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 384 $87.7K 0.07% -102 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 365 $83.4K 0.01% +356 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 350 $80K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 257 $59K <0.01% +54 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 249 $56.9K 0.01% -12 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 245 $56K <0.01% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 241 $55.1K 0.01% +55 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 214 $48K <0.01% -41,449 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 200 $45.7K <0.01% -2 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 198 $45.2K <0.01% +81 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 198 $45.2K 0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 182 $41.6K 0.01% +83 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 176 $40.1K <0.01% -263 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 173 $40K <0.01% +113 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 171 $39.1K 0.03% new 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 170 $38.8K <0.01% +112 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 165 $38K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 151 $34.5K <0.01% -1 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 140 $32K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 138 $31.5K <0.01% 0 13F-HR Timeline Group ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 137 $31.3K <0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 126 $28.8K 0.02% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 123 $28.1K <0.01% -1 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 110 $25.1K <0.01% +42 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 100 $22.8K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 98 $22.4K 0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 97 $22.2K <0.01% new 13F-HR Timeline Group Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 92 $21K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 86 $20.2K <0.01% -19 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 80 $18.3K 0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 78 $17.8K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 72 $16.5K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 68 $15.5K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 68 $15.5K <0.01% +14 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 67 $15.3K <0.01% -15 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 67 $15.2K <0.01% +3 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 61 $15.1K 0.01% -12 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 61 $13.9K <0.01% +2 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 56 $12.8K 0.01% -1 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 52 $11.9K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 48 $11K <0.01% 0 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 48 $11K <0.01% +9 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 45 $10.3K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 45 $10.3K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 44 $10.1K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 45 $10K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 43 $9.82K <0.01% +4 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 50 $9K <0.01% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 38 $9K 0.01% -85 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 39 $8.91K <0.01% new 13F-HR/A Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 38 $8.68K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 36 $8.46K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 36 $8.22K <0.01% +23 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 36 $8.22K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 33 $7.54K <0.01% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 31 $7.08K 0.01% -152 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 30 $6.85K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 28 $6.4K <0.01% -18 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 26 $5.94K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 25 $5.71K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 25 $5.71K <0.01% new 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 24 $5.61K <0.01% -209 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 24 $5.48K <0.01% +13 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 23 $5.26K <0.01% +3 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 23 $5.25K <0.01% +3 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 20 $4.7K <0.01% +16 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 20 $4.57K <0.01% -2 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 20 $4.57K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 20 $4.57K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 18 $4.11K <0.01% +3 13F-HR Timeline Pier Capital, LLC More: the full row for Pier Capital, LLC 17 $3.88K <0.01% +6 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 16 $3.66K <0.01% -387 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 16 $3.66K <0.01% -3 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 12 $2.87K <0.01% +5 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 12 $2.74K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 12 $2.74K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 12 $2.74K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 12 $2.74K <0.01% +6 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 11 $2.51K <0.01% +1 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 10 $2.29K <0.01% +5 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 10 $2.29K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 10 $2.29K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 10 $2.29K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 10 $2.29K <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 9 $2.06K <0.01% +1 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 8 $1.83K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 8 $1.83K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 7 $1.6K <0.01% +5 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 7 $1.6K <0.01% +2 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7 $1.6K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 6 $1.37K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 5 $1.14K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5 $1.14K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 5 $1.14K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4 $915 <0.01% +3 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4 $914 <0.01% new 13F-HR Timeline