DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 58,500 $790K 0.14% +7,000 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 58,100 $785K 0.01% -47,000 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Trust & Banking Corp 56,711 $766K <0.01% -2,356 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 55,677 $752K 0.09% new 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 55,000 $743K 0.07% -259,731 13F-HR Timeline Group Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 55,000 $743K 0.11% +15,000 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 54,680 $739K 0.05% -10,847 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 52,884 $714K -29,587 Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 52,213 $705K <0.01% +16,133 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 52,192 $705K <0.01% +4,217 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 49,399 $667K 0.04% +30,163 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 49,280 $666K 0.02% -11,880 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 48,722 $658K <0.01% -45,711 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 47,734 $645K 0.03% new 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 47,418 $641K 0.16% +33,878 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 47,391 $640K <0.01% +3,903 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 45,703 $617K 0.27% -4,494 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 45,297 $612K 0.06% -24,880 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 44,789 $605K <0.01% -6,130 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 43,338 $585K <0.01% -19,121 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 42,917 $580K 0.27% +15,950 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 42,806 $578K <0.01% new 13F-HR Timeline Group Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 42,000 $567K <0.01% new 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 41,758 $564K 0.28% +6,329 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 41,700 $563K <0.01% new 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 41,526 $561K -14,844 Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 40,172 $543K 0.01% 0 13F-HR Timeline GUARDCAP ASSET MANAGEMENT Ltd More: the full row for GUARDCAP ASSET MANAGEMENT Ltd 40,000 $540K 0.03% -65,600 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 39,890 $539K <0.01% +14,854 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 39,633 $535K 0.01% +21,404 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 38,360 $518K <0.01% -144,333 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 38,193 $516K 0.02% new 13F-HR Timeline Oldfield Partners LLP More: the full row for Oldfield Partners LLP 37,633 $508K 0.13% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 35,956 $486K 0.01% -19,075 13F-HR/A Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 35,025 $473K <0.01% +519 13F-HR Timeline Handelsbanken Fonder AB More: the full row for Handelsbanken Fonder AB 34,598 $467K <0.01% -39,196 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 33,803 $457K 0.03% -18,420 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 33,764 $456K 0.03% +1,830 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 33,500 $453K 0.01% +7,000 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 32,747 $442K 0.11% -13,706 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 32,358 $437K 0.15% -410 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 32,331 $437K <0.01% +3,761 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 31,800 $430K 0.04% +679 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 31,627 $427K <0.01% +20,056 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 30,750 $415K 0.01% -10,781 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 30,432 $411K 0.12% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 30,142 $407K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 29,967 $405K <0.01% -6,131 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 29,807 $403K 0.22% -5,218 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 29,803 $403K <0.01% -2,811 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 29,497 $398K <0.01% +6,664 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 29,488 $398K 0.27% -2,890 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 29,342 $396K 0.02% -133,617 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) 29,072 $393K 0.01% +17,395 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 29,049 $392K <0.01% new 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 28,864 $390K 0.04% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 28,331 $383K <0.01% -3,073 13F-HR Timeline Group CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 28,000 $378K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 27,681 $374K <0.01% +227 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 27,422 $370K 0.29% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 27,379 $370K 0.05% -8,253 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 28,773 $369K <0.01% +20,298 13F-HR Timeline Group Skerryvore Asset Management Ltd More: the full row for Skerryvore Asset Management Ltd 26,253 $366K 0.31% -50,147 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 26,772 $362K 0.03% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 25,889 $350K <0.01% -9,280 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 25,672 $347K <0.01% -9,977 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 25,567 $345K 0.01% +964 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 25,562 $345K 0.01% -3,386 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 25,042 $338K 0.01% +4,951 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 24,826 $335K <0.01% +2,359 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 24,445 $330K <0.01% -3,574,611 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 24,419 $330K 0.21% +2,353 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 27,481 $326K 0.02% -5,869 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 23,402 $322K <0.01% -72,374 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 23,390 $316K 0.01% +6,665 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 23,075 $312K <0.01% -464,146 13F-HR Timeline Group TI-TRUST, INC More: the full row for TI-TRUST, INC 22,753 $307K 0.18% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 22,547 $305K 0.01% -45,200 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 22,270 $301K 0.15% 0 13F-HR/A Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 22,258 $301K 0.18% -400 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 22,207 $300K <0.01% +6,320 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 21,908 $296K 0.04% new 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 21,842 $295K 0.01% +1,382 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 21,829 $290K <0.01% +5,450 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 21,455 $290K <0.01% -555 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 21,396 $289K 0.01% +3,464 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 21,170 $286K <0.01% 0 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 21,055 $284K <0.01% +3,179 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 21,000 $284K <0.01% 0 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 20,809 $281K 0.02% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 19,781 $267K <0.01% +10,298 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 19,992 $266K <0.01% +4,396 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 19,546 $264K 0.01% +6,746 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 19,455 $263K 0.01% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 19,413 $262K <0.01% -4,083 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 19,024 $257K 0.12% new 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 18,477 $250K 0.06% +17 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 18,095 $244K 0.27% -8,260 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 17,992 $243K <0.01% +889 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 17,950 $243K <0.01% -3,021 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 17,772 $240K <0.01% -8,864 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 17,688 $239K 0.01% -345,434 13F-HR/A Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 17,390 $235K 0.11% +11,290 13F-HR Timeline Group THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 16,746 $226K <0.01% +8 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 16,709 $226K <0.01% -36,845 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 16,525 $223K 0.07% +10 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 16,430 $222K 0.04% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 16,192 $219K 0.03% -1,927 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 16,056 $217K 0.18% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 15,604 $211K <0.01% new 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 15,175 $205K <0.01% new 13F-HR Timeline Group CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 14,810 $200K <0.01% +671 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 14,650 $198K 0.69% +3,450 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 14,170 $191K <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 14,080 $190K <0.01% 0 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 14,065 $190K 0.01% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 13,983 $189K <0.01% -1,336 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 13,950 $188K 0.13% 0 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 13,931 $188K 0.05% -2,912 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 13,804 $186K 0.07% 13F-HR/A Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 13,753 $186K <0.01% -44 13F-HR Timeline Group Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 13,684 $185K 0.18% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 13,330 $180K <0.01% -157,142 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 13,329 $180K 0.06% -5,389 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 13,204 $178K 0.01% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 13,000 $176K 0.02% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 13,000 $176K 0.04% 0 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 12,779 $173K 0.1% 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 12,772 $173K 0.01% -120,977 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 12,720 $172K <0.01% -10,203 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 12,600 $170K 0.01% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 12,600 $170K <0.01% 0 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 12,487 $169K <0.01% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 12,410 $168K <0.01% -8,180 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 12,245 $165K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 12,107 $164K 0.01% -5,630 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 12,036 $163K 0.04% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,989 $162K <0.01% -5,648 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,888 $161K <0.01% -1,073 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 11,693 $158K <0.01% new 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 11,587 $157K 0.01% -6,662 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 11,578 $156K <0.01% new 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 10,470 $156K <0.01% 0 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 11,431 $154K 0.01% -1,297 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 10,579 $143K <0.01% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 10,552 $143K 0.04% new 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 10,506 $142K 0.01% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 10,470 $141K 0.01% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 10,237 $138K <0.01% new 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 10,148 $137K <0.01% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 10,025 $135K <0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 9,890 $134K 0.02% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 9,544 $129K <0.01% +646 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 9,350 $126K <0.01% -48 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,139 $123K 0.01% +1,940 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 8,717 $114K <0.01% -406,588 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 8,422 $114K 0.01% -5,660 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 8,095 $109K 0.02% +84 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 7,959 $106K <0.01% +7,590 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 7,183 $97K 0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 6,687 $90.3K 0.02% -820 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,935 $66.7K <0.01% -957 13F-HR/A Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 4,627 $62.5K <0.01% -1,108 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,600 $62.1K <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,380 $53.6K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,954 $53.4K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,400 $45.9K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,348 $45.2K <0.01% -3,327 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,061 $41.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Community Bank, N.A. More: the full row for Community Bank, N.A. 2,552 $34.5K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 2,400 $32.4K 0.03% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,264 $30.6K <0.01% 0 13F-HR/A Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 2,179 $29.4K 0.01% -1,060 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,108 $29K <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 2,139 $28.9K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,113 $28.5K <0.01% -6,747 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,000 $27K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,708 $23.1K <0.01% -247 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,500 $20.3K 0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,491 $20.1K <0.01% -963 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,471 $19.9K <0.01% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,345 $18.2K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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