O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 11,379 $591K <0.01% -1,851 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 11,270 $585K <0.01% -48,633 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 10,810 $562K <0.01% -2,842 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 10,673 $554K 0.01% +1,834 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 10,631 $552K 0.01% +2,375 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 10,586 $550K 0.12% +4,993 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 10,310 $536K 0.05% +1,325 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 10,250 $532K 0.1% -1,933 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 10,137 $527K 0.01% +2,809 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 9,972 $518K <0.01% +3,361 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 9,809 $510K <0.01% -4,445 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 9,522 $495K <0.01% +764 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 9,359 $486K <0.01% -146 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 9,195 $478K <0.01% -6,603 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 9,156 $476K +2,636 Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,141 $475K 0.02% -2,168 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 9,109 $473K 0.01% -652 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 8,979 $466K 0.02% +783 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 8,910 $463K <0.01% -58 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 8,820 $458K 0.07% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 8,802 $457K <0.01% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 8,797 $457K 0.01% +1,455 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 8,800 $457K 0.01% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,742 $454K 0.01% -1,097 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 8,731 $454K <0.01% -777 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 8,721 $453K <0.01% -4,012 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 8,681 $451K <0.01% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,641 $449K <0.01% -310 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 8,463 $440K 0.01% -94,866 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 8,390 $436K <0.01% +3,468 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 8,340 $433K 0.03% -135 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 8,071 $419K <0.01% -216,361 13F-HR Timeline Group WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 7,900 $410K 0.02% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 7,829 $407K <0.01% +68 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 7,707 $400K 0.14% -804 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,688 $399K <0.01% +2,355 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,624 $396K 0.04% -53 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,248 $377K 0.03% -203 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 7,234 $376K <0.01% -176,393 13F-HR Timeline Group FJ Capital Management LLC More: the full row for FJ Capital Management LLC 7,224 $375K 0.05% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 6,997 $363K 0.02% +625 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 6,948 $361K <0.01% 0 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 6,870 $357K <0.01% +940 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,753 $351K <0.01% +518 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 6,650 $345K 0.01% -44 13F-HR Timeline Group Utah Retirement Systems More: the full row for Utah Retirement Systems 6,634 $345K <0.01% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 6,633 $345K <0.01% +1,064 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 6,602 $343K 0.06% -14 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 3,526 $342K 0.19% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 6,409 $333K <0.01% -3,835 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,235 $324K <0.01% +192 13F-HR Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 6,157 $320K 0.2% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,105 $317K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 6,071 $315K <0.01% -605 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,043 $314K <0.01% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,040 $314K 0.01% -197 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,970 $310K 0.01% +860 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,880 $305K <0.01% +498 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 5,850 $304K 0.19% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 5,832 $303K 0.02% -3,672 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 5,697 $296K 0.01% +202 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,660 $294K <0.01% +559 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 5,633 $293K 0.04% -485 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,545 $288K <0.01% 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 5,525 $287K 0.13% -5,529 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 5,497 $286K 0.09% new 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 5,491 $285K 0.01% -1,736 13F-HR Timeline Group PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 5,410 $281K <0.01% 0 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 5,388 $280K <0.01% -279 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,366 $279K <0.01% +436 13F-HR Timeline Group JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 5,357 $278K 0.02% -335 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 5,326 $277K 0.17% -2,359 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 5,261 $273K 0.05% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,230 $272K <0.01% -2,585 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,192 $270K <0.01% -971 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 5,189 $270K <0.01% -29,894 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 5,149 $267K <0.01% -634 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,132 $267K 0.01% +132 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 5,107 $265K <0.01% +232 13F-HR Timeline Group Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 5,029 $261K 0.01% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 5,000 $260K 0.02% 0 13F-HR Timeline Murchinson Ltd. More: the full row for Murchinson Ltd. 5,000 $260K 0.13% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,877 $253K 0.01% -972 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 4,862 $253K <0.01% -81 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 4,796 $249K 0.06% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,789 $249K 0.02% -534 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,744 $246K <0.01% +630 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,693 $244K 0.01% -2,730 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 4,628 $240K 0.06% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,592 $239K 0.01% +232 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 4,571 $237K 0.05% -131 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,552 $236K <0.01% +427 13F-HR Timeline Group Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 4,251 $221K 0.13% new 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 4,190 $218K <0.01% -8,662 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 4,172 $217K <0.01% -4,509 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 4,150 $216K 0.07% -2,462 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 4,137 $215K <0.01% new 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 4,114 $214K 0.16% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,083 $212K <0.01% -99 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 4,079 $212K <0.01% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 4,060 $211K 0.06% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,026 $209K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,019 $209K <0.01% -226 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 3,983 $207K 0.04% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,951 $205K 0.01% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,938 $205K 0.04% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,800 $197K <0.01% +439 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,687 $192K 0.01% -1,855 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,470 $180K <0.01% -542 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 3,169 $165K 0.06% -121 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 3,168 $165K -29,403 Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 3,020 $157K <0.01% -49,896 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,567 $133K <0.01% +941 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,566 $133K <0.01% +1,142 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 2,489 $129K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,420 $126K <0.01% -49 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,150 $112K 0.03% +320 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,851 $96K <0.01% +315 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,728 $89.8K <0.01% -5 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,695 $88K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,400 $72.7K 0.01% new 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 1,131 $58.8K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,069 $55.5K <0.01% -63 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,061 $55.1K <0.01% +99 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 992 $51.6K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 887 $46.1K <0.01% -116 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 821 $42.7K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 815 $42.3K <0.01% +178 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 698 $36K <0.01% -104 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 644 $33.5K <0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 628 $33K <0.01% +231 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 606 $31.5K <0.01% -11 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 584 $30.3K 0.01% -328 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 579 $30.1K 0.01% +108 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 561 $29.1K 0.01% +383 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 526 $27.3K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 472 $24.5K <0.01% 0 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 457 $23.7K 0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 424 $22K <0.01% -55 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 381 $19.8K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 332 $17.2K <0.01% +297 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 307 $15.9K <0.01% -92 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 289 $15K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 267 $13.9K <0.01% +19 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 262 $13.6K <0.01% -7 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 238 $12.4K <0.01% -48 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 208 $10.8K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 206 $10.7K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 193 $9.92K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 186 $9.66K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 185 $9.61K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 170 $8.83K <0.01% +58 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 162 $8.42K 0.01% +18 13F-HR/A Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 151 $7.84K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 132 $6.86K <0.01% +20 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 131 $6.81K <0.01% -5 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 130 $6.75K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 117 $6.08K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 106 $5.51K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 103 $5.35K <0.01% 0 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 102 $5.3K <0.01% -9 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 99 $5.14K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 94 $4.89K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 90 $4.7K <0.01% -17 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 88 $4.57K <0.01% -41 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 86 $4.49K <0.01% -79 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 74 $3.85K <0.01% +10 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 73 $3.79K <0.01% -1,473 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 68 $3.53K <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 63 $3.29K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 63 $3.27K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 48 $2.49K <0.01% 0 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 47 $2.44K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 45 $2.34K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 44 $2.29K <0.01% +41 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 41 $2.13K <0.01% -160 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 47 $2K <0.01% +10 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 37 $1.92K <0.01% +3 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 35 $1.82K <0.01% -4,024 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 34 $1.77K <0.01% +12 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 33 $1.72K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 32 $1.66K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 29 $1.51K <0.01% -11 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 26 $1.35K <0.01% +2 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 25 $1.3K <0.01% +3 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 24 $1.25K <0.01% -19 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 23 $1.2K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 21 $1.09K <0.01% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 20 $1.04K <0.01% 0 13F-HR Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 20 $1.04K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 18 $935 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 16 $832 <0.01% -10 13F-HR Timeline Group TFC Financial Management, Inc. 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