Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 717 $276K 0.01% -9 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 714 $275K 0.03% -2,301 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 718 $275K <0.01% -109 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 808 $273K <0.01% -21 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 708 $273K <0.01% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 707 $273K <0.01% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 707 $273K 0.04% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 706 $272K 0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 702 $271K 0.02% -479 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 700 $270K 0.05% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 700 $270K 0.01% 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 698 $269K 0.09% new 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 696 $268K 0.03% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 694 $268K 0.01% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 691 $266K <0.01% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 689 $266K 0.05% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 687 $265K 0.09% new 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 681 $263K 0.06% -214 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 680 $262K 0.01% new 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 677 $261K 0.07% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 688 $258K 0.01% -597 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 669 $258K 0.01% -146 13F-HR Timeline Group Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 669 $258K 0.01% new 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 667 $257K 0.14% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 661 $255K 0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 658 $254K 0.01% -86 13F-HR Timeline Group Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 655 $252K 0.14% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 652 $251K 0.02% new 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 651 $251K 0.17% -472 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 649 $250K 0.1% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 644 $248K 0.01% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 643 $248K 0.01% +25 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 642 $247K 0.02% -218 13F-HR/A Timeline DV Trading LLC More: the full row for DV Trading LLC 640 $247K 0.02% -628 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 639 $246K 0.02% new 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 639 $246K 0.04% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 633 $244K 0.17% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 633 $244K 0.01% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 632 $244K 0.06% new 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 630 $243K 0.3% -147 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 629 $242K 0.06% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 626 $241K 0.01% +194 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 676 $241K 0.07% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 623 $240K 0.04% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 621 $239K 0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 618 $238K <0.01% +26 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 696 $235K 0.01% new 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 609 $235K 0.02% +215 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 607 $234K 0.09% new 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 607 $234K 0.07% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 606 $234K 0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 607 $233K <0.01% +11 13F-HR Timeline Group Claret Asset Management Corp More: the full row for Claret Asset Management Corp 604 $233K 0.03% -449 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 604 $233K 0.02% new 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 604 $233K 0.02% new 13F-HR Timeline Group Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 604 $233K 0.11% new 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 602 $232K 0.11% new 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 600 $231K 0.19% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 594 $229K 0.01% new 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 591 $228K 0.01% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 590 $228K <0.01% new 13F-HR Timeline Group EWA, LLC More: the full row for EWA, LLC 588 $227K 0.04% new 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 585 $226K 0.03% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 585 $226K 0.02% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 583 $225K 0.01% new 13F-HR Timeline Group Olympiad Research LP More: the full row for Olympiad Research LP 581 $224K 0.47% new 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 581 $224K 0.15% new 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 578 $223K 0.14% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 575 $222K 0.01% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 574 $221K 0.01% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 572 $220K 0.03% new 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 571 $220K 0.11% new 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 562 $217K 0.16% new 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 561 $216K 0.03% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 560 $216K 0.07% new 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 559 $215K 0.02% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 556 $214K <0.01% new 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 552 $213K <0.01% new 13F-HR Timeline Group Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 550 $212K 0.18% -65 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 549 $212K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 546 $210K 0.06% -2 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 543 $210K 0.01% new 13F-HR Timeline Group FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 543 $209K 0.04% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 541 $209K 0.01% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 536 $207K 0.01% new 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 535 $206K 0.05% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 529 $204K 0.01% new 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 527 $203K 0.06% new 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 525 $202K 0.14% new 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 524 $202K 0.59% new 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 523 $202K 0.13% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 523 $202K 0.02% 0 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 520 $201K 0.16% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 519 $200K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 502 $194K 0.02% +8 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 500 $193K 0.02% new 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 500 $193K 0.05% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 500 $193K 0.05% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 484 $187K 0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 482 $186K 0.02% -18 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 470 $181K 0.02% -57 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 450 $173K 0.07% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 448 $173K <0.01% -2,300 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 450 $168K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 436 $168K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 414 $160K <0.01% -221 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 475 $148K 0.05% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 385 $145K 0.06% -42 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 374 $144K 0.01% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 351 $135K 0.02% +12 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 350 $135K 0.06% +10 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 345 $133K 0.05% +205 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 344 $129K 0.01% +125 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 335 $126K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 326 $126K 0.01% +32 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 304 $117K <0.01% -40 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 300 $116K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 300 $116K 0.02% new 13F-HR/A Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 296 $114K 0.02% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 289 $111K 0.06% -6 13F-HR Timeline TOBAM More: the full row for TOBAM 276 $106K 0.03% -62 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 270 $104K <0.01% 0 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 268 $103K 0.02% +251 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 268 $103K 0.05% +105 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 260 $100K 0.05% 0 13F-HR Timeline ARK Investment Management LLC in group ARK Investment Management LLC More: the full row for ARK Investment Management LLC 245 $94.4K <0.01% -92 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 244 $94.1K 0.03% 0 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 239 $92.3K 0.08% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 232 $89.3K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 225 $86.7K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 223 $86K <0.01% +27 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 222 $85.6K <0.01% +76 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 218 $84K 0.01% -8 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 209 $80.6K 0.01% -68 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 206 $79.5K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 204 $78.6K 0.05% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 202 $77.9K 0.03% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 200 $77.1K <0.01% -26 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 200 $77.1K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 200 $77.1K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 200 $77.1K 0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 283 $75.2K 0.05% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 187 $72.1K 0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 183 $70.5K 0.06% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 182 $70.2K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 182 $70.2K 0.02% +74 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 177 $68.2K 0.03% +167 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 175 $67.5K 0.03% -88 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 167 $64.3K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 165 $63.4K 0.01% -20 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 155 $59.7K 0.02% -45 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 155 $59.7K 0.02% -105 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 150 $57.8K 0.02% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 148 $57.1K 0.01% -54 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 141 $54.4K 0.01% -3 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 130 $50.1K 0.02% +28 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 131 $49.2K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 122 $47K 0.02% +59 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 141 $45.3K <0.01% 0 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 117 $45.1K 0.01% new 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 113 $43.6K 0.01% -1,094 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 112 $43.2K <0.01% +44 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 107 $41.2K <0.01% +4 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 97 $37.4K <0.01% -28 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 97 $37.4K 0.01% +19 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 94 $36.2K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 94 $36.2K 0.01% +1 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 94 $36.2K 0.01% -53 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 92 $35.5K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 92 $35.5K <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 91 $35.1K 0.02% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 87 $33.5K 0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 86 $33.3K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 77 $29.7K <0.01% -31 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 73 $28.1K <0.01% +2 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 73 $28.1K <0.01% -1 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 72 $27.8K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 72 $27.8K 0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 67 $25.8K <0.01% new 13F-HR Timeline Group BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 112 $23.8K <0.01% -477 13F-HR Timeline Group Tacita Capital Inc More: the full row for Tacita Capital Inc 61 $23.5K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 60 $23.1K 0.01% +15 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 59 $22.7K 0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 58 $22.4K <0.01% +36 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 58 $22K 0.01% -50 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 57 $22K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 53 $20.4K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 51 $19.7K 0.01% +6 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 62 $19.7K <0.01% -1 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 50 $19.3K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 50 $19.3K <0.01% +12 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 49 $18.9K <0.01% +1 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 49 $18.9K <0.01% new 13F-HR/A Timeline Avion Wealth More: the full row for Avion Wealth 46 $17K <0.01% +7 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 42 $16.2K <0.01% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 38 $14.6K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 37 $14.3K <0.01% +3 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 37 $14.3K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 32 $12.3K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 31 $11.9K <0.01% 0 13F-HR Timeline