DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 5,828 $377K <0.01% new 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 5,677 $367K 0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 5,653 $365K <0.01% -1,763 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,612 $363K <0.01% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,611 $363K 0.01% new 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 5,597 $362K 0.01% +2,504 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 5,559 $358K <0.01% -263 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 5,521 $357K 0.02% -8 13F-HR Timeline Pacific Wealth Management More: the full row for Pacific Wealth Management 5,401 $349K 0.19% new 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 5,362 $347K 0.05% +103 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,195 $336K 0.01% new 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 5,049 $326K <0.01% -482 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 4,978 $322K 0.01% -5,036 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,933 $319K <0.01% -6,643 13F-HR/A Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 4,930 $319K 0.02% -3,182 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 4,899 $317K 0.32% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,890 $316K 0.02% +1,131 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,882 $316K 0.01% +133 13F-HR/A Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,808 $311K 0.02% +14 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 4,794 $310K 0.31% +261 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,668 $302K 0.01% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,634 $299K <0.01% 0 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 4,484 $290K 0.22% new 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 4,450 $288K 0.24% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,391 $284K 0.02% -719 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 4,351 $281K 0.07% new 13F-HR Timeline Group Claret Asset Management Corp More: the full row for Claret Asset Management Corp 4,316 $279K 0.03% +1 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 4,311 $279K <0.01% new 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 4,302 $278K 0.17% -2,609 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 4,283 $277K 0.13% +665 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 4,155 $269K <0.01% +365 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,923 $267K 0.02% -2,208 13F-HR Timeline PZENA INVESTMENT MANAGEMENT LLC More: the full row for PZENA INVESTMENT MANAGEMENT LLC 4,049 $262K <0.01% -229 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 4,000 $259K <0.01% 0 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 3,966 $256K <0.01% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,958 $256K 0.01% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,956 $256K <0.01% -61 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 3,945 $255K <0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,945 $255K 0.01% -79 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 3,888 $251K 0.04% -150 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 3,857 $249K 0.01% new 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 3,837 $248K <0.01% new 13F-HR Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,827 $247K 0.06% +138 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 3,750 $242K 0.08% -100 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 3,736 $241K 0.03% -420 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,719 $240K <0.01% +697 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 3,699 $239K 0.09% -674 13F-HR Timeline Group Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,659 $236K 0.03% -3,136 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,650 $236K 0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,615 $234K <0.01% -31 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 3,733 $234K <0.01% +661 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,613 $234K <0.01% +50 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,572 $231K 0.03% new 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 3,568 $231K 0.21% new 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,554 $230K 0.04% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,545 $229K 0.01% new 13F-HR/A Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 3,531 $228K 0.23% +521 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,422 $221K 0.01% -236 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 3,392 $219K 0.01% -947 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,347 $216K <0.01% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,310 $214K <0.01% -4,908 13F-HR Timeline Group Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 3,298 $213K 0.13% 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 3,288 $213K 0.01% -964 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 3,288 $213K 0.04% -24 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,287 $212K <0.01% -66 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,237 $209K <0.01% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,230 $209K 0.04% +14 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 3,187 $206K 0.09% +95 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,155 $204K 0.02% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,001 $194K 0.01% +48 13F-HR/A Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,935 $190K <0.01% -83 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 2,641 $171K <0.01% +331 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,028 $131K <0.01% +147 13F-HR/A Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 1,740 $117K 0.11% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,555 $101K 0.01% -702 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,470 $95K <0.01% +174 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,468 $94.9K <0.01% +1,215 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,449 $93.6K 0.03% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,439 $93K <0.01% -2,398 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,352 $87.4K <0.01% +736 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,255 $82.1K 0.01% +74 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,314 $81.6K <0.01% -85 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,244 $80.4K <0.01% -1,664 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,233 $79.7K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,192 $77K 0.05% -937 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,122 $72.5K <0.01% +18 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,088 $70K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,045 $67.5K <0.01% -178 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,036 $67K <0.01% +72 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 1,000 $64.6K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 894 $57.8K <0.01% +710 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 828 $53.5K <0.01% -2 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 619 $40K <0.01% +345 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 600 $38.8K 0.01% -20 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 596 $38.5K <0.01% -204 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 545 $35K 0.01% -5 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 539 $35K <0.01% -163 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 518 $33.5K 0.02% +150 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 500 $32.3K 0.03% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 492 $31.8K <0.01% -202 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 395 $30.9K 0.02% -208 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 448 $29K <0.01% +94 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 405 $26.2K <0.01% +27 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 400 $25.9K <0.01% -1,047 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 394 $25.5K 0.01% +29 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 377 $24.4K 0.01% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 362 $23.4K <0.01% 0 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 362 $23.4K -5,718 Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 350 $22.6K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 346 $22.4K <0.01% +189 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 315 $19.9K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 300 $19.4K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 300 $19.4K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 287 $18.9K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 288 $18.6K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 278 $18K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 270 $17K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 216 $14K <0.01% +28 13F-HR Timeline Group E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 214 $13.8K 0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 211 $13.6K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 207 $13.4K <0.01% -153 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 189 $12.2K <0.01% new 13F-HR/A Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 177 $11.4K <0.01% -9 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 173 $11.2K <0.01% +119 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 165 $10.7K <0.01% -349 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 162 $10.6K <0.01% +158 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 159 $10.3K 0.01% 0 13F-HR Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 154 $10.1K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 152 $9.82K <0.01% +80 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 135 $8.72K <0.01% +8 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 135 $8.72K <0.01% -1 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 125 $8.08K <0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 123 $7.95K <0.01% 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 120 $7.76K <0.01% +118 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 113 $7.3K <0.01% 0 13F-HR Timeline Group City State Bank More: the full row for City State Bank 110 $7.11K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 107 $6.92K <0.01% 0 13F-HR Timeline Group BAYBAN More: the full row for BAYBAN 107 $6.92K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 103 $6.74K <0.01% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 101 $6.53K 0.03% new 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $6.46K <0.01% -1,200 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 100 $6.46K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 100 $6.46K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 97 $6.27K <0.01% +6 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 96 $6.2K <0.01% new 13F-HR Timeline SMA Capital LLC More: the full row for SMA Capital LLC 87 $5.62K <0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 85 $5.6K <0.01% -150 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 85 $5.49K <0.01% -70 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 75 $4.85K <0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 75 $4.85K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 74 $4.78K <0.01% -3 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 73 $4.72K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 70 $4.52K <0.01% +9 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 70 $4.52K <0.01% +9 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 65 $4.2K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 62 $4.01K <0.01% -1 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 58 $3.75K <0.01% -12 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 52 $3.33K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 51 $3.3K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 51 $3.3K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 50 $3.23K <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 47 $3.04K <0.01% -3,076 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 40 $3K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 46 $2.97K <0.01% -707 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 43 $2.78K <0.01% -47 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 42 $2.71K <0.01% -800 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 42 $2.71K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 41 $2.65K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 40 $2.58K <0.01% +21 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 40 $2.58K <0.01% 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 38 $2.46K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 35 $2.26K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 33 $2.13K <0.01% -8 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 27 $2K <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 26 $1.68K <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 26 $1.68K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 26 $1.68K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 25 $1.62K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 25 $1.62K <0.01% new 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 25 $1.62K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 22 $1.42K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 22 $1.42K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 20 $1.29K <0.01% -3 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 19 $1.23K <0.01% -5,646 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 19 $1.23K <0.01% +8 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 19 $1.21K <0.01% +1 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 16 $1.03K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 16 $1.03K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 12 $1K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 15 $970 <0.01% -15 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 15 $969 <0.01% +3 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 15 $969 <0.01% 0 13F-HR/A Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 14 $905 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 14 $905 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 14 $905 <0.01% +2 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 13 $840 <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 12 $776 <0.01% -1,293 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 10 $647 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 10 $646 <0.01% +4 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 10 $646 <0.01% new 13F-HR Timeline Group