Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 16,394 $408K 0.07% +947 13F-HR Timeline Group Henshaw Capital LLC More: the full row for Henshaw Capital LLC 16,269 $405K 0.02% 0 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 16,246 $404K 0.33% -163,394 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 16,221 $404K <0.01% -28,138 13F-HR Timeline Group FCA CORP /TX More: the full row for FCA CORP /TX 16,000 $398K 0.11% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 15,745 $392K 0.01% -45,344 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 15,511 $386K 0.01% +4,764 13F-HR Timeline Group iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 15,285 $380K 0.01% -369 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 15,134 $377K 0.15% 13F-HR/A Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 15,106 $376K <0.01% -427 13F-HR Timeline ARIEL INVESTMENTS, LLC More: the full row for ARIEL INVESTMENTS, LLC 14,072 $350K <0.01% +921 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 13,386 $333K 0.01% +3,438 13F-HR/A Timeline Group BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 13,187 $329K 0.01% -344,542 13F-HR Timeline Group Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 13,100 $326K 0.03% -1,481 13F-HR Timeline Ratan Capital Management LP More: the full row for Ratan Capital Management LP 13,000 $323K 0.12% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,988 $323K <0.01% -1,961 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 12,924 $322K 0.11% -36,215 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 12,878 $320K <0.01% +4,427 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 12,877 $320K <0.01% -3,470 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 12,806 $319K 0.03% +8 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 12,788 $318K <0.01% -10,139 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 12,901 $316K <0.01% -3,037 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 12,600 $313K <0.01% 0 13F-HR/A Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 12,525 $312K <0.01% -452,290 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,484 $310K <0.01% -10,074 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 12,373 $308K 0.38% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 12,057 $300K 0.06% -1,435 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 12,049 $300K 0.06% +206 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 12,011 $299K <0.01% +344 13F-HR Timeline Group Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 11,800 $294K <0.01% 0 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 11,723 $292K 0.02% new 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 9,745 $282K 0.04% -1,763 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 11,200 $279K 0.21% -1,806 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 10,954 $273K 0.15% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 10,836 $270K <0.01% +1,160 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 11,116 $268K <0.01% -29,536 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 10,666 $265K 0.22% -4,026 13F-HR Timeline SOUTHEASTERN ASSET MANAGEMENT INC/TN/ More: the full row for SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 10,462 $260K 0.01% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 10,435 $260K 0.06% -1,215 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 10,261 $255K 0.04% new 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 10,090 $251K <0.01% -629,567 13F-HR Timeline Group Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 10,004 $249K 0.02% -2,154 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 9,875 $246K 0.11% -614 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 9,800 $244K 0.41% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 9,764 $243K <0.01% -1,058 13F-HR Timeline Group DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 9,588 $242K <0.01% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 9,654 $240K <0.01% +215 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 9,592 $239K 0.01% +2,125 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 9,400 $234K 0.12% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 9,385 $233K 0.02% -141 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 9,248 $230K 0.01% -7,556 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 9,147 $228K <0.01% +2,265 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,146 $228K 0.02% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 8,883 $221K 0.08% -2,311 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 9,228 $220K 0.01% -7,785 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 8,799 $219K 0.04% -79 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 8,530 $212K 0.01% 0 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 5,725 $209K 0.02% new 13F-HR Timeline Group DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 8,368 $208K 0.04% -922 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 8,633 $208K <0.01% new 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 8,272 $206K 0.14% -7,552 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,212 $204K <0.01% -504 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,869 $196K <0.01% -896 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,622 $190K 0.01% -44 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,437 $185K 0.01% -3,702 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 6,653 $166K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,457 $161K <0.01% -109 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 6,371 $158K <0.01% -219,038 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 6,233 $155K 0.01% -179 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,824 $145K <0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 5,771 $144K 0.03% +333 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 5,721 $142K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,611 $140K <0.01% -657 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 5,343 $133K 0.03% -1,484 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,304 $132K <0.01% -223 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,252 $131K <0.01% -7,304 13F-HR/A Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 5,068 $126K <0.01% -454 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) 4,897 $122K <0.01% new 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,827 $120K <0.01% -1,585 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,621 $114K <0.01% -7,612 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 4,242 $106K <0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,109 $102K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,919 $97.5K <0.01% -4,118 13F-HR/A Timeline Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 4,001 $96K 0.01% -12,253 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,878 $93.5K <0.01% -48 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,756 $93.4K 0.01% -6 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,605 $89.7K <0.01% -789 13F-HR Timeline Eurizon Asset Management Slovakia, spra… More: the full row for Eurizon Asset Management Slovakia, sprav. spol., a.s. 3,600 $89.6K 2.63% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,488 $86.8K <0.01% -1,355 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,281 $81.6K <0.01% +1,720 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,264 $81.2K 0.01% -3,778 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,216 $80K <0.01% -2,602 13F-HR Timeline Group Boit C F David More: the full row for Boit C F David 3,100 $77.1K 0.03% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,498 $62.1K 0.01% -3,165 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 2,436 $60.6K <0.01% +109 13F-HR Timeline Group Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2,336 $58.1K 0.02% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,141 $53.3K <0.01% -722 13F-HR Timeline Group Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 2,134 $53.1K 0.05% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,121 $52.8K <0.01% -1,124 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,990 $49.5K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,939 $48.2K 0.03% -144 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,694 $42.1K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,600 $39.8K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,386 $34.5K 0.01% +1,002 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,297 $32.3K <0.01% -163 13F-HR Timeline Group Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 1,282 $31.9K 0.02% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,258 $31.3K <0.01% -1,072 13F-HR Timeline Group Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,250 $31.1K 0.02% +500 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,236 $30.8K <0.01% +33 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,226 $30.5K <0.01% +682 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,200 $29.9K 0.02% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,020 $25.4K <0.01% -2,314 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 932 $23K 0.02% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 844 $21K <0.01% -1,206 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 800 $19.9K <0.01% -1,000 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 764 $19K <0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 758 $18.9K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 754 $18.8K <0.01% -766 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 695 $17.3K <0.01% -218 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 582 $14.5K <0.01% +72 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 562 $14K 0.01% +16 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 554 $13.8K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 551 $13.7K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 532 $13.2K 0.01% +514 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 500 $12.4K <0.01% -100 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 480 $11.9K <0.01% -656 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 466 $11.6K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 422 $10.5K <0.01% +180 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 403 $10K <0.01% -28 13F-HR Timeline CX Institutional More: the full row for CX Institutional 422 $10K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 386 $9.6K 0.01% +48 13F-HR/A Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 376 $9.36K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 372 $9.26K <0.01% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 350 $8.72K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 350 $8.71K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 346 $8.61K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 339 $8.43K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 326 $8.11K <0.01% -4,020 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 318 $7.91K <0.01% +205 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 299 $7.44K <0.01% +143 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 292 $7.26K <0.01% 0 13F-HR/A Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 284 $7.07K <0.01% +154 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 280 $6.97K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 270 $6.72K <0.01% -92 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 247 $6.14K <0.01% -9,869 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 212 $5.28K <0.01% -66 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 204 $5.08K <0.01% new 13F-HR/A Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 202 $5.03K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 198 $4.93K <0.01% -449 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 198 $4.92K <0.01% -136 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 192 $4.78K <0.01% 0 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 176 $4.38K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 172 $4.28K <0.01% -74 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 172 $4.28K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 170 $4.23K <0.01% -100 13F-HR Timeline Group Benson Wealth Management INC More: the full row for Benson Wealth Management INC 168 $4.18K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 153 $3.81K <0.01% -1,555 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 152 $3.78K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 144 $3.59K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 144 $3.58K <0.01% -316 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 140 $3.48K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 138 $3.43K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 118 $2.94K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 110 $2.74K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 104 $2.59K <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 100 $2.49K <0.01% new 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 100 $2.49K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 92 $2.22K <0.01% 0 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 85 $2.12K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 94 $2K <0.01% -132 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 88 $2K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 86 $2K <0.01% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 77 $1.92K <0.01% -537 13F-HR/A Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 74 $1.84K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 72 $1.79K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 70 $1.74K <0.01% +16 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 68 $1.69K <0.01% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 66 $1.64K <0.01% new 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 64 $1.59K <0.01% 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 56 $1.39K <0.01% new 13F-HR/A Timeline SHP Wealth Management More: the full row for SHP Wealth Management 49 $1.21K <0.01% -114 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 48 $1.2K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 36 $896 <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 30 $746 <0.01% -29 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 28 $710 <0.01% -502 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 25 $622 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 22 $547 <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 14 $344 <0.01% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 11 $274 <0.01% -60 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 10 $249 <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 9 $231 <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 8 $199 <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3 $66 <0.01% -1,160 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 2 $50 <0.01% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.