IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 1,333 $406K 0.01% new 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 1,332 $405K <0.01% -5 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,331 $405K <0.01% +312 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,329 $404K <0.01% +905 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,316 $400K 0.06% +24 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 1,296 $394K 0.05% -17,972 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,293 $393K <0.01% -148 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,254 $382K 0.01% -881 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 1,245 $379K 0.29% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,242 $378K 0.11% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,125 $376K 0.01% -1,033 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,216 $370K 0.04% 0 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,214 $369K 0.11% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,161 $353K <0.01% +409 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,158 $352K <0.01% -44 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,146 $350K <0.01% -384 13F-HR Timeline CENTERSQUARE INVESTMENT MANAGEMENT LLC More: the full row for CENTERSQUARE INVESTMENT MANAGEMENT LLC 1,130 $344K <0.01% +10 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,126 $343K 0.01% -356 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 1,123 $342K 0.14% +96 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,121 $341K <0.01% new 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 1,117 $340K 0.05% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,108 $337K 0.01% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,107 $337K <0.01% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,104 $336K <0.01% -36 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,102 $335K 0.03% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 1,100 $335K 0.25% -22 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,089 $331K 0.02% +6 13F-HR Timeline Group Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 925 $325K 0.06% -15 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,061 $323K 0.02% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 1,053 $320K 0.01% new 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,052 $320K 0.02% +390 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,051 $320K 0.01% +250 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 1,034 $315K 0.2% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,026 $312K 0.02% -1,836 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,022 $311K 0.03% +23 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 1,000 $304K 0.04% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 990 $301K 0.01% -65 13F-HR/A Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 969 $295K <0.01% -67 13F-HR Timeline Group Legato Capital Management LLC More: the full row for Legato Capital Management LLC 967 $294K 0.03% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 952 $290K <0.01% +1 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 941 $286K <0.01% -199 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 848 $285K 0.01% 0 13F-HR Timeline FRONTIER CAPITAL MANAGEMENT CO LLC More: the full row for FRONTIER CAPITAL MANAGEMENT CO LLC 933 $284K <0.01% +116 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 921 $280K 0.03% new 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 909 $277K 0.07% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 898 $273K <0.01% -185 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 890 $271K 0.04% +67 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 887 $270K 0.03% -18 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 882 $268K 0.07% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 873 $266K <0.01% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 863 $263K 0.01% +175 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 863 $262K 0.05% -124 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 862 $262K 0.05% +70 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 858 $261K 0.01% -100 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 849 $258K 0.04% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 846 $257K 0.03% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 837 $255K 0.01% +39 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 816 $248K 0.13% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 808 $246K 0.02% -168 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 805 $245K 0.06% new 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 804 $245K 0.18% -85 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 800 $243K 0.02% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 789 $241K 0.01% -1,622 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 780 $237K 0.01% -1 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 771 $235K 0.01% +67 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 662 $226K 0.05% +2 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 729 $222K 0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 727 $221K 0.01% -450 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 719 $219K 0.08% 13F-HR/A Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 717 $218K 0.01% +101 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 715 $218K <0.01% -189 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 630 $215K 0.02% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 706 $215K 0.01% -217 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 701 $213K <0.01% -824 13F-HR Timeline Group GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 700 $213K 0.01% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 696 $212K <0.01% -405 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 695 $212K <0.01% -116 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 687 $209K 0.05% -45 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 685 $208K 0.1% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 684 $208K 0.03% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 679 $207K 0.01% -316 13F-HR Timeline PensionDanmark Pensionsforsikringsaktie… More: the full row for PensionDanmark Pensionsforsikringsaktieselskab 672 $205K <0.01% 0 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 665 $202K <0.01% -128 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 648 $197K <0.01% +335 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 582 $177K 0.02% +17 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 528 $161K <0.01% +38 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Caitlin John, LLC More: the full row for Caitlin John, LLC 512 $156K 0.09% -317 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 504 $153K 0.02% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 419 $128K 0.01% +55 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 398 $123K <0.01% +40 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 383 $117K 0.01% +168 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 379 $115K <0.01% -76 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 347 $106K 0.01% -11 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 343 $104K 0.02% -4 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 327 $99.5K 0.01% +122 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 322 $98K <0.01% -121 13F-HR Timeline Group Team Financial Group, LLC More: the full row for Team Financial Group, LLC 322 $98K 0.04% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 308 $93.7K 0.05% 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 286 $87K 0.09% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 288 $85.5K <0.01% +5 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 279 $84.9K <0.01% +59 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 274 $83K <0.01% 0 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 269 $81.9K 0.09% +106 13F-HR Timeline CX Institutional More: the full row for CX Institutional 255 $78K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 253 $77K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 250 $76.1K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 250 $76.1K 0.05% +94 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 240 $73K <0.01% -175 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 238 $72.4K 0.02% +12 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 225 $68.5K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 221 $68K 0.05% -262 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 223 $67.9K <0.01% +48 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 210 $63.9K <0.01% +9 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 201 $61.2K 0.05% +3 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 201 $61.2K 0.02% +82 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 193 $58.7K 0.02% -381 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 192 $58.4K <0.01% +5 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 191 $58.1K <0.01% +12 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 188 $57.2K <0.01% -5 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 176 $53.6K <0.01% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 170 $52K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 168 $51.1K <0.01% +21 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 163 $50K <0.01% -54 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 164 $49.9K 0.01% -7 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 149 $45.3K 0.02% 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 146 $44.4K 0.03% +42 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 139 $42.3K <0.01% -67 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 136 $41.4K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 131 $39.9K <0.01% -990 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 122 $37.1K <0.01% -1,022 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 109 $33.2K <0.01% -221 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 100 $30.4K <0.01% -33 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 94 $29K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 87 $26.5K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 87 $26.5K <0.01% -3 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 86 $26.3K 0.01% +20 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 86 $26.1K <0.01% -6 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 84 $25.7K <0.01% -3 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 101 $25K 0.01% -1,141 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 82 $25K <0.01% +76 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 81 $24.6K 0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 79 $24K <0.01% -8 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 78 $23.9K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 70 $21.3K <0.01% -21 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 64 $19.5K <0.01% +3 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 61 $19K <0.01% +5 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 60 $18.9K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 62 $18.9K <0.01% +2 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 60 $18.3K <0.01% new 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 60 $18.3K <0.01% new 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 55 $16.7K 0.02% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 50 $15.2K <0.01% 0 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 50 $15.2K 0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 49 $14.9K <0.01% new 13F-HR Timeline Sapience Investments, LLC More: the full row for Sapience Investments, LLC 45 $13.7K 1.77% -1,943 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 42 $12.8K <0.01% 0 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 40 $12.2K <0.01% +30 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 40 $12.2K 0.01% +15 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 39 $12K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 39 $11.9K <0.01% +38 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 39 $11.9K <0.01% new 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 39 $11.9K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 38 $11.6K <0.01% -4 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 36 $11K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 36 $11K <0.01% +10 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 34 $10.3K <0.01% +4 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 33 $10K <0.01% -868 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 33 $10K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 33 $10K <0.01% -100 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 31 $9.21K <0.01% +14 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 30 $9.13K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 28 $8.52K <0.01% -14 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 28 $8.52K <0.01% new 13F-HR Timeline Brookfield Corp /ON/ in group Brookfield Corp /ON/ More: the full row for Brookfield Corp /ON/ 27 $8.22K <0.01% new 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 27 $8.22K <0.01% -2 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 27 $8.22K <0.01% +26 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 25 $7.64K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 25 $7.61K <0.01% -2 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 24 $7.3K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 23 $7.06K <0.01% +10 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 22 $6.7K <0.01% +19 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 22 $6.7K <0.01% +5 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 21 $6.39K <0.01% +7 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 20 $6.09K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 19 $5.78K <0.01% +3 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 18 $5.48K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 18 $5.48K <0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 18 $5.48K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 18 $5.48K <0.01% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 18 $5.48K <0.01% new 13F-HR/A Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 18 $5.48K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 18 $5.48K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 16 $4.87K <0.01% +6 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 16 $4.87K <0.01% -1 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 14 $4.26K <0.01% +2 13F-HR/A Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 14 $4.26K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 12 $3.65K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 12 $3.65K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 11 $3.35K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 10 $3.04K <0.01% -14 13F-HR Timeline Group